MICHAEL & ALICE KUHN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: MICHAEL & ALICE KUHN FOUNDATION (EIN 74-2791217)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-09-06
IRS object ID: 201942499349100914
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
Schedule B
Accounting Fees Schedule
Applied To Prior Year Election
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-09-06T17:00:59-05:00	ReturnTs
Tax Period End	2018-12-31	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	2018-01-01	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	MICHAEL KUHN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5124761072	PhoneNum
Signature	2019-07-17	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KAREN JONES CPA	PreparerPersonNm
PTIN	P00643840	PTIN
Phone	5124720795	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	107.218.162.161	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-07-17	IPDt
IP Tm	09:44:01	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	29F36A62B43B432024E68F1BD7B859D6CA4C903E	AtSubmissionCreationDeviceId
At Submission Filing Device Id	29F36A62B43B432024E68F1BD7B859D6CA4C903E	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)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$14,665,620	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	$941,640	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$19,013	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$15,105	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$555,999	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$450,302	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$23,609	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,762,846	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$736,380	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$6,044	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$264,428	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,546,305	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,466,215	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$6,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$6,000	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$10,319	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,160	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$5,159	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$60,000	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$60,000	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$38,706	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$177	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$6,632	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$3,316	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$3,316	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$4,342	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$2,172	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$2,170	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$125,999	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$70,825	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$16,645	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$702,350	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$702,350	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$828,349	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$70,825	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$718,995	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$717,956	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,395,390	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,798,777	CashBOYAmt
Cash EOY	$338,066	CashEOYAmt
Cash EOYFMV	$338,066	CashEOYFMVAmt
Corporate Stock BOY	$10,826,098	CorporateStockBOYAmt
Corporate Stock EOY	$13,846,802	CorporateStockEOYAmt
Corporate Stock EOYFMV	$13,695,568	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,020,255	CorporateBondsBOYAmt
Corporate Bonds EOY	$220,255	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$631,986	CorporateBondsEOYFMVAmt
Total Assets BOY	$13,645,130	TotalAssetsBOYAmt
Total Assets EOY	$14,405,123	TotalAssetsEOYAmt
Total Assets EOYFMV	$14,665,620	TotalAssetsEOYFMVAmt
Grants Payable BOY	$259,500	GrantsPayableBOYAmt
Grants Payable EOY	$99,500	GrantsPayableEOYAmt
Total Liabilities BOY	$259,500	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$99,500	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	$13,385,630	RetainedEarningBOYAmt
Retained Earning EOY	$14,305,623	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$13,385,630	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$14,305,623	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$13,645,130	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$14,405,123	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$13,385,630	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$717,956	ExcessRevenueOverExpensesAmt
Other Increases	$202,037	OtherIncreasesAmt
Subtotal	$14,305,623	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$14,305,623	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt	SoldSoldDt	Cost Or Other BasisCostOrOtherBasisAmt
CAPTIAL GAIN DISTRIBUTIONS	P	$25,084	$25,084	$25,084
CS 7897 - 3,000 SHS KRAFT HEINZ	P	$185,997	-$48,003	-$48,003	2018-01-31	2018-06-18	$234,000
CS 7897 - 3,000 SHS ABBOTT LABORATORIES	P	$212,217	$134,713	$134,713	2018-03-24	2018-09-24	$77,504
CS 7897 - 800 SHS ABBOTT LABORATORIES	P	$56,591	$36,825	$36,825	2010-10-27	2018-09-24	$19,766
CS 7897 - 6,000 SHS ALTABA INC	P	$491,994	$389,994	$389,994	2010-04-27	2018-06-12	$102,000
CS 7897 - 9,400 SHS ASTRAZENECA	P	$375,995	$173,886	$173,886	2012-05-09	2018-11-08	$202,109
CS 7897 - 4,000 SHS ASTRAZENECA	P	$159,998	$64,218	$64,218	2013-01-31	2018-11-08	$95,780
CS 7897 - 400 SHS CVR PARTNRES		$1,600	-$271,782	-$271,782	2013-03-28	2018-01-05	$273,382
CS 7897 - 508 SHS CVR PARTNRES		$2,032	$2,032	$2,032	2013-03-28	2018-01-05
CS 7897 - 2,804 SHS CVR PARTNRES		$11,216	$11,216	$11,216	2013-04-01	2018-01-05
CS 7897 - 6,288 SHS CVR PARTNRES		$25,151	$25,151	$25,151	2013-04-01	2018-01-05
CS 7897 - 5,000 SHS CVR PARTNRES		$20,000	$20,000	$20,000	2013-05-22	2018-01-05
CS 7897 - 347 SHS CVR PARTNRES		$1,388	$1,388	$1,388	2013-12-03	2018-01-05
CS 7897 - 2,653 SHS CVR PARTNRES		$10,612	$10,612	$10,612	2013-12-03	2018-01-05
CS 7897 - 796 SHS GENERAL ELECTRIC	P	$11,780	$2,109	$2,109	2009-06-17	2018-05-16	$9,671
CS 7897 - 10,000 SHS GENERAL ELECTRIC	P	$147,997	-$5,503	-$5,503	2009-12-31	2018-05-16	$153,500
CS 7897 - 5,500 SHS KKR & CO LP		$120,997	-$7,981	-$7,981	2014-09-19	2018-01-04	$128,978
CS 7897 - 10,000 SHS KKR & CO LP		$219,995	-$11,438	-$11,438	2015-03-10	2018-01-04	$231,433
CS 7897 - 20,000 SHS KKR & CO LP		$439,990	$155,626	$155,626	2016-02-02	2018-01-04	$284,364
CS 7897 - 1,166 SHS KRAFT HEINZ	P	$72,291	$34,722	$34,722	2009-05-18	2018-06-18	$37,569
CS 7897 - 333.333 SHS KRAFT HEINZ	P	$20,666	$11,645	$11,645	2009-08-14	2018-06-18	$9,021
CS 7897 - 1,066.666 SHS KRAFT HEINZ	P	$66,132	$34,372	$34,372	2011-02-18	2018-06-18	$31,760
CS 7897 - 4,500 SHS KRAFT HEINZ	P	$278,996	$11,498	$11,498	2015-03-20	2018-06-18	$267,498
CS 7897 - 10,000 SHS SPECTRA ENERGY LP		$359,995	-$1,105	-$1,105	2015-06-26	2018-11-29	$361,100
CS 7897 - 100 SHS SPECTRA ENERGY LP		$3,600	$144	$144	2015-07-17	2018-11-29	$3,456
CS 7897 - 2,900 SHS SPECTRA ENERGY LP		$104,399	$4,136	$4,136	2015-07-17	2018-11-29	$100,263
CS 7897 - 1,000 SHS TERRA NITROGEN CO LP		$84,033	$6,691	$6,691	2009-05-18	2018-04-02	$77,342
CS 7897 - 15 SHS TERRA NITROGEN CO LP		$1,261	-$665	-$665	2013-12-02	2018-04-02	$1,926
CS 7897 - 20 SHS TERRA NITROGEN CO LP		$1,681	-$883	-$883	2013-12-02	2018-04-02	$2,564
CS 7897 - 35 SHS TERRA NITROGEN CO LP		$2,941	-$1,547	-$1,547	2013-12-02	2018-04-02	$4,488
CS 7897 - 55 SHS TERRA NITROGEN CO LP		$4,622	-$2,438	-$2,438	2013-12-02	2018-04-02	$7,060
CS 7897 - 85 SHS TERRA NITROGEN CO LP		$7,143	-$3,761	-$3,761	2013-12-02	2018-04-02	$10,904
CS 7897 - 100 SHS TERRA NITROGEN CO LP		$8,403	-$4,427	-$4,427	2013-12-02	2018-04-02	$12,830
CS 7897 - 100 SHS TERRA NITROGEN CO LP		$8,403	-$4,427	-$4,427	2013-12-02	2018-04-02	$12,830
CS 7897 - 200 SHS TERRA NITROGEN CO LP		$16,807	-$8,856	-$8,856	2013-12-02	2018-04-02	$25,663
CS 7897 - 390 SHS TERRA NITROGEN CO LP		$32,773	-$17,206	-$17,206	2013-12-02	2018-04-02	$49,979
CS 7897 - 100 SHS TERRA NITROGEN CO LP		$8,403	-$1,481	-$1,481	2016-05-06	2018-04-02	$9,884
CS 7897 - 461 SHS TERRA NITROGEN CO LP		$38,739	-$6,840	-$6,840	2016-05-06	2018-04-02	$45,579
CS 7897 - 718 SHS TERRA NITROGEN CO LP		$60,336	-$10,648	-$10,648	2016-05-06	2018-04-02	$70,984
CS 7897 - 721 SHS TERRA NITROGEN CO LP		$60,588	-$10,691	-$10,691	2016-05-06	2018-04-02	$71,279
ADJUST TO BOOKS	P		$0	$0

Field	Value	IRS element (for citing)
Capital Gain Net Income	$736,380	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,003,884	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$14,777,156	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.067935	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$323,275	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$12,809,519	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.025237	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$328,874	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$11,093,462	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.029646	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$317,306	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$10,201,147	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.031105	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$219,853	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$9,025,425	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.024359	DistributionYr5Rt
Total Distribution	0.178282	TotalDistributionRt
Average Distribution	0.035656	AverageDistributionRt
Net Vl Noncharitable Assets	$15,514,181	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$553,174	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$13,954	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$567,128	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$718,995	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	$13,954	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$13,954	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$13,954	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$48,901	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$48,901	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$34,947	OverpaymentAmt
Applied To ES Tax	$34,947	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	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
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	MICHAEL 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	Yes (1)	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	Yes (1)	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	$2,000	$0	$0
RANDALL S KUHN
609-B WOOD STREET	AUSTIN	TX	78703	DIRECTOR	1.00	$2,000	$0	$0
JONATHAN LIPSOR
409 S 24TH STREET	PHILADELPHIA	PA	19146	DIRECTOR	1.00	$2,000	$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	$14,595,202	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,155,236	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$15,750,438	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$15,750,438	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$236,257	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$15,514,181	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$775,709	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$775,709	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$13,954	TaxBasedOnInvestmentIncomeAmt
Income Tax	$53,707	IncomeTaxAmt
Total Tax	$67,661	TotalTaxAmt
Distributable Before Adj	$708,048	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$708,048	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$708,048	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$718,995	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$718,995	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$13,954	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$705,041	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$708,048	DistributableAsAdjustedAmt
Undistributed Income PY	$674,586	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$718,995	QualifyingDistributionsAmt
Applied To Year1	$674,586	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$44,409	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	$663,639	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 (34 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACLU FOUNDATION
PO BOX 8306	HOUSTON	TX	77288	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
AUSTIN CHAMBER MUSIC CENTER
7600 BURNET ROAD 190	AUSTIN	TX	78757	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$5,000
AUSTIN INTERFAITH
1301 S IH35	AUSTIN	TX	78741	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$70,000
AUSTIN PARTNERS IN EDUCATION
3100 E 4TH STREET	AUSTIN	TX	78702	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$5,000
AVODAH
125 MAIDEN LANE 8B	NEW YORK	NY	10038	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$25,000
BALLET AUSTIN
3002 GUADALUPE	AUSTIN	TX	78705	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$3,000
BEND THE ARC
260 5TH AVENUE	NEW YORK	NY	10001	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$75,250
BREAKTHROUGH
1050 E 11TH STREET	AUSTIN	TX	78702	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$70,000
CENTRO DE TRABADORES UNIDOS EN LA LUCHA
3715 CHICAGO AVE SOUTH	MINNEAPOLIS	MN	55407	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$5,000
CENTRO HUMANITARIO
2260 CALIFORNIA STREET	DENVER	CO	80205	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$20,000
COMMUNITIES IN SCHOOLS
2345 CYRSTAL DRIVE SUITE 800	ARLINGTON	VA	22202	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$8,000
CONG BETH SHALOM-AUSTIN
7300 HART LANE	AUSTIN	TX	78703	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$100
DALLAS INTERFAITH
1104 LUPO DRIVE	DALLAS	TX	75207	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$35,000
FAITH IN TEXAS
1111 W MOCKINGBIRD LANE 595	DALLAS	TX	75247	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$5,000
GRASSROOTS LEADERSHIP
2301 E CESAR CHAVEZ STREET	AUSTIN	TX	78702	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$8,000
HOUSTON INTERFAITHTHE METROPOLITAN ORGANIZATION HOUSTON
4141 SOUTHWEST FREEWAY STE 650	HOUSTON	TX	77027	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$12,500
INTERFAITH PHILADELPHIA
199 W OXFORD STREET SUITE A	PHILADELPHIA	PA	19122	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$14,000
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	$5,000
JEWISH COMMUNITY ACTION
2375 UNIVERSITY AVENUE W 150	ST PAUL	MN	55114	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$50,000
JEWISH ORGANIZING INSTITUTE & NETWORK (JOIN)
359 BOYLSTON STREET	BOSTON	MA	02116	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$9,000
LOCAL PROGRESS
449 TROUTMAN STREET SUITE A	BROOKLYN	NY	11237	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
POWER OF PEOPLE (GIRLS)GIRLS IN ACTION
600 18TH AVENUE SUITE 1	MINNEAPOLIS	MN	55411	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
POWER
1419 N 11TH STREET	PHILADELPHIA	PA	19122	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$37,500
PROJECT PRIDE IN LIVING
1035 E FRANKLIN AVENUE	MINNEAPOLIS	MN	55404	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$5,000
RELIGIOUS ACTION CENTER OF REFORM JUDAISM
2027 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$20,000
ST EDWARDS UNIVERSITY
3001 S CONGRESS AVE	AUSTIN	TX	78704	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
T'RUAH-RABBIS FOR HUMAN RIGHTS
333 7TH AVENUE	NEW YORK	NY	10001	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$50,000
TEXAS FREEDOM NETWORK
608 W 22ND STREET	AUSTIN	TX	78705	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
TEXAS HILLEL FOUNDATION
2105 SAN ANTONIO STREET	AUSTIN	TX	78705	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$35,000
THINK NEW MEXICO
1227 PASEO DE PERALTA	SANTA FE	NM	87501	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
UNIVERSITY OF TEXAS - A C E
1616 GUADALUPE STREET STE 206	ARLINGTON	TX	78701	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$5,000
UNIVERSITY OF TEXAS - DALLAS
800 W CAMPBELL ROAD	RICHARDSON	TX	75080	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$35,000
WORKERS DEFENSE PROJECT
5604 MANOR ROAD	AUSTIN	TX	78723	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$20,000
WORKMAN'S CIRCLE
247 W 37TH STREET 5TH FL	NEW YORK	NY	10018	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$702,350	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BEND THE ARC
260 5TH AVENUE	NEW YORK	NY	10001	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$25,000
FAITH IN NEW JERSEY
PO BOX 1317	CAMDEN	NJ	08105	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$14,000
HOUSTON INTERFAITHTHE METROPOLITAN ORGANIZATION HOUSTON
4141 SOUTHWEST FREEWAY STE 650	HOUSTON	TX	77027	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$12,500
NEIGHBORHOOD HOUSE
179 ROBLE STREET E	ST PAUL	MN	55107	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
SWIPE OUT HUNGER
555 W 5TH STREET FL 36	LOS ANGELES	CA	90013	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$5,000
THINK NEW MEXICO
1227 PASEO DE PERALTA	SANTA FE	NM	87501	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$10,000
UNIVERSITY OF TEXAS - A C E
1616 GUADALUPE STREET STE 206	AUSTIN	TX	78701	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$5,000
UNIVERSITY OF TEXAS - LBJ SCHOOL OF PUBLIC AFFAIRS
PO BOX Y	AUSTIN	TX	78713	N/A	501(C)(3)	GENERAL SUPPORT OF THE ORGANIZATION	$18,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$99,500	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$19,013	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$555,999	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$6,044	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$23,609	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$604,665	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$604,665	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	$941,640	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	7,000 SHS FACEBOOK INC CLASS A	NoncashPropertyDesc
Fair Market Value	$941,640	FairMarketValueAmt
Received	2018-12-27	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	CategoryTxt
Amt	$10,319	Amt
Net Investment Income	$5,160	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,159	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

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990-PF RETURN OF PRIVATE FOUNDATION - HEADER, ITEM J	FormAndLineReferenceDesc
Medium Explanation	TAXPAYER HAS HISTORICALLY FILED THE FOUNDATION'S RETURN USING THE ACCRUAL METHOD OF ACCOUNTING AS REFLECTED IN PART I, REVENUE AND EXPENSES PER BOOKS, COLUMN (A). HOWEVER, NET INVESTMENT INCOME, COLUMN (B), AND DISBURSEMENTS FOR CHARITBLE PURPOSES, COLUMN (D), HAVE HISTORICALLY BEEN REPORTED ON THE CASH BASIS USING FORMS 1099. THEREFORE, TAXPAYER HAS HISTORICALLY MARKED THE BOX FOR CASH AS THE ACCOUNTING METHOD IN ITEM J OF THE HEADER SECTION OF THE RETURN. THE BALANCE SHEET HAS HISTORICALLY BEEN PREPARED ON THE ACCRUAL BASIS.	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS & CDS - CS 7897 & WF 2928	BondNm
EOY Book Value	$220,255	EOYBookValueAmt
EOYFMV	$631,986	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CORPORATE STOCKS - CS 7897 & WF 2928	$13,846,802	$9,330,464
OTHER INVESTMENTS - CS 7897 & WF 2928	$0	$4,365,104

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
D&O INSURANCE	$1,199	$600	$599
DUES & SUBSCRIPTIONS	$75	$38	$37
MISCELLANEOUS	$3,068	$1,534	$1,534

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
CVR PARTNERS LP K-1	$0	-$2,669	$0
KKR & CO LP K-1	$0	$2,453	$0
SPECTRA ENERGY PARTNERS LP K-1	$0	-$29,546	$0
TERRA NITROGEN COMPNAY LP K-1	$0	$221	$0
CHARLES SCHWAB AWARD	$2,500	$2,500	$2,500
OTHER INCOME	$3,544	$3,544	$3,544
PTP SALES ORDINARY INCOME	$0	$287,925	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
CHANGE IN GRANTS PAYABLE	$160,000
PRIOR YEAR ADJUSTMENT TO BASIS	$42,037

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$60,000	Amt
Net Investment Income	$60,000	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX	$38,529	$0	$0
FOREIGN TAX	$177	$177	$0