2019-09-06T17:00:59-05:00 2018-12-31 742984516 MEADOR & JONES LLP 2414 EXPOSITION BLVD SUITE BC-230 AUSTIN TX 78703 990PF 2018-01-01 742791217 MICHAEL AND ALICE KUHN FOUNDATION MICH 5124761072 609-B WOOD STREET AUSTIN TX 78703 MICHAEL KUHN PRESIDENT 5124761072 2019-07-17 1 KAREN JONES CPA P00643840 5124720795 107.218.162.161 2019-07-17 09:44:01 CD P 29F36A62B43B432024E68F1BD7B859D6CA4C903E 29F36A62B43B432024E68F1BD7B859D6CA4C903E 2018 2019-02-21 02:37:17Z X 14665620 X 941640 19013 15105 555999 450302 23609 3762846 736380 6044 264428 1546305 1466215 6000 0 6000 10319 5160 5159 60000 60000 0 38706 177 0 6632 3316 3316 4342 2172 2170 125999 70825 16645 702350 702350 828349 70825 718995 717956 1395390 1798777 338066 338066 10826098 13846802 13695568 1020255 220255 631986 13645130 14405123 14665620 259500 99500 259500 99500 X 0 0 0 0 13385630 14305623 13385630 14305623 13645130 14405123 13385630 717956 202037 14305623 0 14305623 CAPTIAL GAIN DISTRIBUTIONS P 25084 25084 25084 CS 7897 - 3,000 SHS KRAFT HEINZ P 2018-01-31 2018-06-18 185997 234000 -48003 -48003 CS 7897 - 3,000 SHS ABBOTT LABORATORIES P 2018-03-24 2018-09-24 212217 77504 134713 134713 CS 7897 - 800 SHS ABBOTT LABORATORIES P 2010-10-27 2018-09-24 56591 19766 36825 36825 CS 7897 - 6,000 SHS ALTABA INC P 2010-04-27 2018-06-12 491994 102000 389994 389994 CS 7897 - 9,400 SHS ASTRAZENECA P 2012-05-09 2018-11-08 375995 202109 173886 173886 CS 7897 - 4,000 SHS ASTRAZENECA P 2013-01-31 2018-11-08 159998 95780 64218 64218 CS 7897 - 400 SHS CVR PARTNRES 2013-03-28 2018-01-05 1600 273382 -271782 -271782 CS 7897 - 508 SHS CVR PARTNRES 2013-03-28 2018-01-05 2032 2032 2032 CS 7897 - 2,804 SHS CVR PARTNRES 2013-04-01 2018-01-05 11216 11216 11216 CS 7897 - 6,288 SHS CVR PARTNRES 2013-04-01 2018-01-05 25151 25151 25151 CS 7897 - 5,000 SHS CVR PARTNRES 2013-05-22 2018-01-05 20000 20000 20000 CS 7897 - 347 SHS CVR PARTNRES 2013-12-03 2018-01-05 1388 1388 1388 CS 7897 - 2,653 SHS CVR PARTNRES 2013-12-03 2018-01-05 10612 10612 10612 CS 7897 - 796 SHS GENERAL ELECTRIC P 2009-06-17 2018-05-16 11780 9671 2109 2109 CS 7897 - 10,000 SHS GENERAL ELECTRIC P 2009-12-31 2018-05-16 147997 153500 -5503 -5503 CS 7897 - 5,500 SHS KKR & CO LP 2014-09-19 2018-01-04 120997 128978 -7981 -7981 CS 7897 - 10,000 SHS KKR & CO LP 2015-03-10 2018-01-04 219995 231433 -11438 -11438 CS 7897 - 20,000 SHS KKR & CO LP 2016-02-02 2018-01-04 439990 284364 155626 155626 CS 7897 - 1,166 SHS KRAFT HEINZ P 2009-05-18 2018-06-18 72291 37569 34722 34722 CS 7897 - 333.333 SHS KRAFT HEINZ P 2009-08-14 2018-06-18 20666 9021 11645 11645 CS 7897 - 1,066.666 SHS KRAFT HEINZ P 2011-02-18 2018-06-18 66132 31760 34372 34372 CS 7897 - 4,500 SHS KRAFT HEINZ P 2015-03-20 2018-06-18 278996 267498 11498 11498 CS 7897 - 10,000 SHS SPECTRA ENERGY LP 2015-06-26 2018-11-29 359995 361100 -1105 -1105 CS 7897 - 100 SHS SPECTRA ENERGY LP 2015-07-17 2018-11-29 3600 3456 144 144 CS 7897 - 2,900 SHS SPECTRA ENERGY LP 2015-07-17 2018-11-29 104399 100263 4136 4136 CS 7897 - 1,000 SHS TERRA NITROGEN CO LP 2009-05-18 2018-04-02 84033 77342 6691 6691 CS 7897 - 15 SHS TERRA NITROGEN CO LP 2013-12-02 2018-04-02 1261 1926 -665 -665 CS 7897 - 20 SHS TERRA NITROGEN CO LP 2013-12-02 2018-04-02 1681 2564 -883 -883 CS 7897 - 35 SHS TERRA NITROGEN CO LP 2013-12-02 2018-04-02 2941 4488 -1547 -1547 CS 7897 - 55 SHS TERRA NITROGEN CO LP 2013-12-02 2018-04-02 4622 7060 -2438 -2438 CS 7897 - 85 SHS TERRA NITROGEN CO LP 2013-12-02 2018-04-02 7143 10904 -3761 -3761 CS 7897 - 100 SHS TERRA NITROGEN CO LP 2013-12-02 2018-04-02 8403 12830 -4427 -4427 CS 7897 - 100 SHS TERRA NITROGEN CO LP 2013-12-02 2018-04-02 8403 12830 -4427 -4427 CS 7897 - 200 SHS TERRA NITROGEN CO LP 2013-12-02 2018-04-02 16807 25663 -8856 -8856 CS 7897 - 390 SHS TERRA NITROGEN CO LP 2013-12-02 2018-04-02 32773 49979 -17206 -17206 CS 7897 - 100 SHS TERRA NITROGEN CO LP 2016-05-06 2018-04-02 8403 9884 -1481 -1481 CS 7897 - 461 SHS TERRA NITROGEN CO LP 2016-05-06 2018-04-02 38739 45579 -6840 -6840 CS 7897 - 718 SHS TERRA NITROGEN CO LP 2016-05-06 2018-04-02 60336 70984 -10648 -10648 CS 7897 - 721 SHS TERRA NITROGEN CO LP 2016-05-06 2018-04-02 60588 71279 -10691 -10691 ADJUST TO BOOKS P 0 0 736380 0 1003884 14777156 0.067935 323275 12809519 0.025237 328874 11093462 0.029646 317306 10201147 0.031105 219853 9025425 0.024359 0.178282 0.035656 15514181 553174 13954 567128 718995 X 13954 0 13954 0 13954 48901 0 0 48901 0 34947 34947 0 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 N/A MICHAEL KUHN 5124761072 609-B WOOD STREET AUSTIN TX 78703 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 2000 0 0 RANDALL S KUHN 609-B WOOD STREET AUSTIN TX 78703 DIRECTOR 1.00 2000 0 0 JONATHAN LIPSOR 409 S 24TH STREET PHILADELPHIA PA 19146 DIRECTOR 1.00 2000 0 0 NONE 0 JEFFREY KUHN 609-B WOOD STREET AUSTIN TX 78703 FINANCIAL SERVICES 60000 0 0 14595202 1155236 0 15750438 0 0 15750438 236257 15514181 775709 775709 13954 53707 67661 708048 0 708048 0 708048 718995 0 718995 13954 705041 708048 674586 0 0 718995 674586 0 0 44409 0 0 0 0 0 0 0 0 663639 0 0 0 MICHAEL KUHN ALICE KUHN X ACLU FOUNDATION PO BOX 8306 HOUSTON TX 77288 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 10000 AUSTIN CHAMBER MUSIC CENTER 7600 BURNET ROAD 190 AUSTIN TX 78757 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 5000 AUSTIN INTERFAITH 1301 S IH35 AUSTIN TX 78741 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 70000 AUSTIN PARTNERS IN EDUCATION 3100 E 4TH STREET AUSTIN TX 78702 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 5000 AVODAH 125 MAIDEN LANE 8B NEW YORK NY 10038 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 25000 BALLET AUSTIN 3002 GUADALUPE AUSTIN TX 78705 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 3000 BEND THE ARC 260 5TH AVENUE NEW YORK NY 10001 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 75250 BREAKTHROUGH 1050 E 11TH STREET AUSTIN TX 78702 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 70000 CENTRO DE TRABADORES UNIDOS EN LA LUCHA 3715 CHICAGO AVE SOUTH MINNEAPOLIS MN 55407 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 5000 CENTRO HUMANITARIO 2260 CALIFORNIA STREET DENVER CO 80205 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 20000 COMMUNITIES IN SCHOOLS 2345 CYRSTAL DRIVE SUITE 800 ARLINGTON VA 22202 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 8000 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 35000 FAITH IN TEXAS 1111 W MOCKINGBIRD LANE 595 DALLAS TX 75247 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 5000 GRASSROOTS LEADERSHIP 2301 E CESAR CHAVEZ STREET AUSTIN TX 78702 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 8000 HOUSTON INTERFAITHTHE METROPOLITAN ORGANIZATION HOUSTON 4141 SOUTHWEST FREEWAY STE 650 HOUSTON TX 77027 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 12500 INTERFAITH PHILADELPHIA 199 W OXFORD STREET SUITE A PHILADELPHIA PA 19122 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 14000 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 5000 JEWISH COMMUNITY ACTION 2375 UNIVERSITY AVENUE W 150 ST PAUL MN 55114 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 50000 JEWISH ORGANIZING INSTITUTE & NETWORK (JOIN) 359 BOYLSTON STREET BOSTON MA 02116 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 9000 LOCAL PROGRESS 449 TROUTMAN STREET SUITE A BROOKLYN NY 11237 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 10000 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 10000 POWER 1419 N 11TH STREET PHILADELPHIA PA 19122 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 37500 PROJECT PRIDE IN LIVING 1035 E FRANKLIN AVENUE MINNEAPOLIS MN 55404 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 5000 RELIGIOUS ACTION CENTER OF REFORM JUDAISM 2027 MASSACHUSETTS AVE NW WASHINGTON DC 20036 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 20000 ST EDWARDS UNIVERSITY 3001 S CONGRESS AVE AUSTIN TX 78704 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 10000 T'RUAH-RABBIS FOR HUMAN RIGHTS 333 7TH AVENUE NEW YORK NY 10001 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 50000 TEXAS FREEDOM NETWORK 608 W 22ND STREET AUSTIN TX 78705 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 10000 TEXAS HILLEL FOUNDATION 2105 SAN ANTONIO STREET AUSTIN TX 78705 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 35000 THINK NEW MEXICO 1227 PASEO DE PERALTA SANTA FE NM 87501 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 10000 UNIVERSITY OF TEXAS - A C E 1616 GUADALUPE STREET STE 206 ARLINGTON TX 78701 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 5000 UNIVERSITY OF TEXAS - DALLAS 800 W CAMPBELL ROAD RICHARDSON TX 75080 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 35000 WORKERS DEFENSE PROJECT 5604 MANOR ROAD AUSTIN TX 78723 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 20000 WORKMAN'S CIRCLE 247 W 37TH STREET 5TH FL NEW YORK NY 10018 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 10000 702350 BEND THE ARC 260 5TH AVENUE NEW YORK NY 10001 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 25000 FAITH IN NEW JERSEY PO BOX 1317 CAMDEN NJ 08105 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 14000 HOUSTON INTERFAITHTHE METROPOLITAN ORGANIZATION HOUSTON 4141 SOUTHWEST FREEWAY STE 650 HOUSTON TX 77027 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 12500 NEIGHBORHOOD HOUSE 179 ROBLE STREET E ST PAUL MN 55107 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 10000 SWIPE OUT HUNGER 555 W 5TH STREET FL 36 LOS ANGELES CA 90013 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 5000 THINK NEW MEXICO 1227 PASEO DE PERALTA SANTA FE NM 87501 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 10000 UNIVERSITY OF TEXAS - A C E 1616 GUADALUPE STREET STE 206 AUSTIN TX 78701 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 5000 UNIVERSITY OF TEXAS - LBJ SCHOOL OF PUBLIC AFFAIRS PO BOX Y AUSTIN TX 78713 N/A 501(C)(3) GENERAL SUPPORT OF THE ORGANIZATION 18000 99500 14 19013 14 555999 14 6044 18 23609 0 604665 0 604665 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL & ALICE KUHN 609-B WOOD STREET AUSTIN TX 78703 941640 X 1 7,000 SHS FACEBOOK INC CLASS A 941640 2018-12-27 TAX PREPARATION FEES 10319 5160 5159 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 FORM 990-PF RETURN OF PRIVATE FOUNDATION - HEADER, ITEM J 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. CORPORATE BONDS & CDS - CS 7897 & WF 2928 220255 631986 CORPORATE STOCKS - CS 7897 & WF 2928 13846802 9330464 OTHER INVESTMENTS - CS 7897 & WF 2928 0 4365104 D&O INSURANCE 1199 600 599 DUES & SUBSCRIPTIONS 75 38 37 MISCELLANEOUS 3068 1534 1534 CVR PARTNERS LP K-1 0 -2669 0 KKR & CO LP K-1 0 2453 0 SPECTRA ENERGY PARTNERS LP K-1 0 -29546 0 TERRA NITROGEN COMPNAY LP K-1 0 221 0 CHARLES SCHWAB AWARD 2500 2500 2500 OTHER INCOME 3544 3544 3544 PTP SALES ORDINARY INCOME 0 287925 0 CHANGE IN GRANTS PAYABLE 160000 PRIOR YEAR ADJUSTMENT TO BASIS 42037 INVESTMENT MANAGEMENT FEES 60000 60000 0 FEDERAL EXCISE TAX 38529 0 0 FOREIGN TAX 177 177 0