KAHLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KAHLE FOUNDATION INC (EIN 65-0754647)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201941309349101619
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T09:35:40-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650761640 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN JACOBY THURN BOYLE & ASSOC PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 20TH ST | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650754647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KAHLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAHL | BusinessNameControlTxt |
| Phone | 7727782224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 66TH AVENUE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32968 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE A KAHLE JR | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7727782224 | PhoneNum |
| Signature | 2019-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA B THURN | PreparerPersonNm |
| PTIN | P01326005 | PTIN |
| Phone | 7725624158 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.248.52.173 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-30 | IPDt |
| IP Tm | 16:23:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FDDABC5FCF1DB40D3EC7954FB8732CC99920398F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2FE739BA4713CDE756E1E412B7D4EF128DB8E42 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $2,510,094 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $76,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,606 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,560 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $174,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,815 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $375 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $314 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,417 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,417 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $245,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $304,366 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,764 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,854,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,153,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,490,330 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,158,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,173,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,510,094 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,158,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,173,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,158,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,173,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,158,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,173,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,158,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,906 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,173,835 | SubtotalAmt |
| Other Decreases | $198 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,173,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 700 SHRS CONS EDISON HLDG CO | P | 2015-04-15 | 2018-02-20 | $53,282 | $43,042 | $10,240 | $10,240 |
| 1390 SHRS EXPRESS SCRIPTS HLDG CO | D | 2000-06-07 | 2018-02-20 | $103,789 | $103,789 | $103,789 | |
| 490 SHRS MERCK & CO | D | 2000-01-03 | 2018-02-20 | $26,912 | $26,912 | $26,912 | |
| 200 SHRS CHEVRON CORP | P | 2015-04-06 | 2018-11-21 | $23,545 | $21,548 | $1,997 | $1,997 |
| 350 SHRS MERCK & CO | D | 2000-01-03 | 2018-11-21 | $26,622 | $26,622 | $26,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,560 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $125,188 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,620,327 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047776 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $109,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,465,992 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044510 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,072,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,186 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,046,256 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044144 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,421 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $911,336 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060813 | DistributionYr5Rt |
| Total Distribution | 0.230519 | TotalDistributionRt |
| Average Distribution | 0.046104 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,707,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $124,835 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,455 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $127,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $159,478 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,455 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,455 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,455 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,295 | 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 | FL | 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 | GEORGE A KAHLE JR | IndividualWithBooksNm |
| Phone | 7725638912 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 66TH AVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32968 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SANDRA R KAHLE | ||||||||
| 275 66TH AVE | VERO BEACH | FL | 32968 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE A KAHLE JR | ||||||||
| 275 66TH AVE | VERO BEACH | FL | 32968 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE A KAHLE III | ||||||||
| 1599 GRACEWOOD LANE | VERO BEACH | FL | 32963 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,601,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,748,916 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,748,916 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,234 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,707,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,455 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,455 | TotalTaxAmt |
| Distributable Before Adj | $132,929 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,929 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,929 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,478 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $159,478 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,455 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $157,023 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,193 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,478 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,193 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $123,285 | 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 | $9,644 | 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 | SANDRA R KAHLE | ContributingManagerNm |
| Contributing Manager | GEORGE A KAHLE JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| ADULT LITERACY SERVICE | ||||||||
| 1600 21ST STREET VERO BEACH | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| AFP INDIAN RIVER | ||||||||
| P O BOX 1213 | VERO BEACH | FL | 329611213 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,667 | |
| ALZHEIMER & PARKINSON ASSOC OF IRC | ||||||||
| 2300 5TH AVE SUITE 150 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $7,500 | |
| AMERICAN RED CROSS | ||||||||
| 2506 17TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITYFURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |
| AMERICANS FOR IMMIGRANT JUSTICE | ||||||||
| 3000 BISCAYNE BLVD STE 400 | MIAMI | FL | 33143 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | ||||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| ASPEN COMMUNITY FOUNDATION | ||||||||
| 110 EAST HALLAM ST SUITE 126 | ASPEN | CO | 81611 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| ASPEN PUBLIC RADIO | ||||||||
| 110 EAST HALLAM ST 134 | ASPEN | CO | 81611 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| ASPEN-SANTA FE BALLET | ||||||||
| 0245 SAGE WAY | ASPEN | CO | 81611 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| BALLET VERO BEACH | ||||||||
| 2135 WINDWARD WAY 209 | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $3,000 | |
| BASALT REGIONAL LIBRARY | ||||||||
| 14 MIDLAND AVENUE | BASALT | CO | 816218305 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $3,500 | |
| CALIFORNIA FIRE FOUNDATION | ||||||||
| 1780 CREEKSIDE OAKS DRIVE | SACRAMENTO | CA | 95833 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| CASA CORNELIA LAW CENTER | ||||||||
| 2760 FIFTH AVENUE SUITE 200 | SAN DIEGO | CA | 921036325 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| CHILD CARE RESOURCES OF INDIAN RIVER | ||||||||
| 1801 24TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $6,000 | |
| COMMUNITY CHURCH | ||||||||
| 1901 23RD ST | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| CROSSOVER MISSION | ||||||||
| 1965 42ND AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| CUREC INVESTMENT FUND | ||||||||
| 995 REGENT DRIVE 419 UCB | BOULDER | CO | 80309 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| DEMING CENTER FOR ENTREPRENEURSHIP | ||||||||
| 995 REGENT DRIVE 419 UCB | BOULDER | CO | 80309 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| EDUCATION FOUNDATION OF INDIAN RIVER COUNTY | ||||||||
| PO BOX 7046 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITYFURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| ENGLISH IN ACTIONCDNC | ||||||||
| PO BOX 4856 | BASALT | CO | 81621 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | ||||||||
| 1020 19TH STREET NW SUITE 650 | WASHINGTON | DC | 200366101 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,250 | |
| ENVIRONMENTAL LEARNING CENTER | ||||||||
| 255 LIVE OAK DRIVE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $4,000 | |
| GIFFORD YOUTH ACTIVITIES CENTER | ||||||||
| 4875 43RD AVENUE | VERO BEACH | FL | 32967 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $11,000 | |
| GIRLS ON THE RUN TREASURE COAST | ||||||||
| 1836 14TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| HANLEY FOUNDATION | ||||||||
| 700 S DIXIE HIGHWAY SUITE 103 | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| INDIAN RIVER MEDICAL CENTER FOUNDATION | ||||||||
| 1000 37TH PLACE STE 101 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| IRSC FOUNDATION | ||||||||
| 3209 VIRGINIA AVENUE | FORT PIERCE | FL | 349815596 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| JESSIE REES FOUNDATION | ||||||||
| 9701 RESEARCH DRIVE SUITE 150 | IRVINE | CA | 92618 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,250 | |
| LIFEBUILIDERS OF THE TREASURE COAST INC | ||||||||
| 217 AVENUE A | FORT PIERCE | FL | 34950 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| LIFT-UP | ||||||||
| PO BOX 1928 | RIFLE | CO | 816501928 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| MCKEE BOTANICAL GARDEN | ||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $5,500 | |
| MENTAL HEALTH ASSOCIATION IN INDIAN RIVER | ||||||||
| 820 37TH PLACE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| MENTAL HEALTH COLLABORATIVE OF IRC | ||||||||
| 2345 14TH AVE 5 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $7,500 | |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN | ||||||||
| 699 PRINCE STREET | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| NORTH VALLEY COMMUNITY FOUNDATION | ||||||||
| 240 MAIN STREET SUITE 260 | CHICO | CA | 95928 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| PELICAN ISLAND AUDOBON SOCIETY | ||||||||
| P O BOX 1833 | VERO BEACH | FL | 32961 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,500 | |
| PLANNED PARENTHOOD | ||||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 334096416 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| PUBLIC GUARDIANSHIP PROGRAM OF IRC | ||||||||
| 1836 14TH AVE SUITE 203 | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $7,500 | |
| RIVERSIDE THEATRE | ||||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| SAINT EDWARD'S (ANNUAL FUND) | ||||||||
| 1895 ST EDWARDS DRIVE | VERO BEACH | FL | 329632699 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |
| SCHOLARSHIP FOUNDATION OF IRC | ||||||||
| 333 17TH ST | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| SENIOR RESOURCE ASSOCIATION | ||||||||
| 694 14TH ST | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| SPECIAL EQUESTRIANS OF THE TREASURE COAST | ||||||||
| PO BOX 651312 | VERO BEACH | FL | 32965 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| ST EDWARD'S SCHOOL | ||||||||
| 1895 SAINT EDWARDS DRIVE | VERO BEACH | FL | 32963 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $11,000 | |
| SUBSTANCE ABUSE COUNCIL OF IRC | ||||||||
| 1507 20TH STREET | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,500 | |
| THE ARC INC | ||||||||
| 1375 16TH AVENUE | VERO BEACH | FL | 329609818 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $3,250 | |
| THE ARTS CAMPUS AT WILLITS | ||||||||
| 360 MARKET STREET | BASALT | CO | 81621 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $10,000 | |
| THE LEARNING ALLIANCE | ||||||||
| PO BOX 643446 | VERO BEACH | FL | 329643446 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| THE SOURCE | ||||||||
| 1015 COMMERCE AVE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,000 | |
| UNITED WAY OF GREATER LOS ANGELES | ||||||||
| 1150 S OLIVE STREET | LOS ANGELES | CA | 90015 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| UNITED WAY OF INDIAN RIVER COUNTY | ||||||||
| PO BOX 1960 | VERO BEACH | FL | 329619950 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $4,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| LEEDS SCHOOL OF BUSINESS ANNUAL | DENVER | CO | 80217 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $11,000 | FUND PO BOX 17126 |
| VERO BEACH ORCHESTRA BOOSTERS | ||||||||
| 1707 16TH ST | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| VERO BEACH ROWING | ||||||||
| P O BOX 643063 | VERO BEACH | FL | 32964 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $10,000 | |
| VERO HERITAGE INC | ||||||||
| 2140 14TH AVENUE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| VNA & HOSPICE FOUNDATION | ||||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| WAKE FOREST FUND FOR THE COLLEGE | ||||||||
| P O BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $2,500 | |
| WQCS | ||||||||
| 3209 VIRGINIA AVENUE | FT PIERCE | FL | 34981 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $1,000 | |
| WXEL TV | ||||||||
| P O BOX 6607 | WEST PALM BEACH | FL | 33405 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITY | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,417 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,255 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,606 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,861 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,861 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCK STOCK | $139,373 | $126,077 |
| OTHER LISTED STOCKS | $2,014,500 | $2,364,253 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $198 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN FEES | $25 | $25 | $0 |
| ANNUAL FL FEE | $61 | $0 | $61 |
| BANK FEES | $289 | $289 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $163 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |