KUEHLTHAU FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KUEHLTHAU FAMILY FOUNDATION (EIN 86-1154952)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-13
- IRS object ID
- 201823179349101832
- Schema version
- 2017v2.3
- 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 Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T16:20:02-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630857231 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hill Fogg & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2420 L N Drive SW Suite A | AddressLine1Txt |
| City | Huntsville | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861154952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kuehlthau Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KUEH | BusinessNameControlTxt |
| Phone | 2566035098 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5302 Riverview Drive | AddressLine1Txt |
| City | Huntsville | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Kuehlthau | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2566504852 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | George H Hill CPA | PreparerPersonNm |
| PTIN | P00746537 | PTIN |
| Phone | 2565394413 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.236.34.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 11:33:11 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2CE8E7887BABF78BB5BE6782E1E2C709882EF811 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A878DD076EA361A64CFFAE394A88795AA0C83153 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,502,094 | 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 | $20,257 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,257 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $631,286 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,539 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,645 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,645 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $139,441 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,441 | 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 | $832 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $832 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,504 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,504 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,136 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,136 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,136 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,905 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,305 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,646 | CashBOYAmt |
| Cash EOY | $32,198 | CashEOYAmt |
| Cash EOYFMV | $32,198 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,242,576 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,299,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,469,896 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,322,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,332,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,502,094 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,322,222 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,332,127 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,322,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,332,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,322,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,332,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,322,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,905 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,332,127 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,332,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BNY Mellon Stock Sales (see Attached) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-07-01 | AcquiredDt |
| Sold | 2018-06-30 | SoldDt |
| Gross Sales Price | $631,286 | GrossSalesPriceAmt |
| Cost Or Other Basis | $520,747 | CostOrOtherBasisAmt |
| Gain Or Loss | $110,539 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $110,539 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,539 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $141,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,443,775 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098007 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,301,296 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064551 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $146,514 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,333,862 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.109842 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $119,816 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,168,846 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102508 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $105,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,006,114 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104859 | DistributionYr5Rt |
| Total Distribution | 0.479767 | TotalDistributionRt |
| Average Distribution | 0.095953 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,542,580 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $148,015 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,173 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $149,188 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,346 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,346 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,346 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,414 | OverpaymentAmt |
| Applied To ES Tax | $1,414 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert L Kuehlthau | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2566504852 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5302 Riverview Drive | AddressLine1Txt |
| City | Huntsville | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35803 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert L Kuehlthau | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5302 Riverview Drive | AddressLine1Txt |
| City | Huntsville | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Money given to Land Trust of Alabama | Description1Txt |
| Expenses1 | $30,000 | Expenses1Amt |
| Description2 | Money given to ACLU of Alabama Foundation | Description2Txt |
| Expenses2 | $10,000 | Expenses2Amt |
| Description3 | Money given to Olympia Yacht Club Foundation | Description3Txt |
| Expenses3 | $10,000 | Expenses3Amt |
| Description4 | Money given to Hispanic Foundation | Description4Txt |
| Expenses4 | $10,000 | Expenses4Amt |
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 | $1,508,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,566,071 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,566,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,542,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,346 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,346 | TotalTaxAmt |
| Distributable Before Adj | $74,783 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,783 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,783 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,062 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,742 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,793 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,993 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,052 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $295,642 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,783 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,617 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $328,259 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $58,062 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $270,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,742 | ExcessFromYear4Amt |
| Excess From Year3 | $81,793 | ExcessFromYear3Amt |
| Excess From Year2 | $19,993 | ExcessFromYear2Amt |
| Excess From Year1 | $73,052 | ExcessFromYear1Amt |
| Excess From Current Year | $32,617 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert L Kuehlthau | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU of Alabama Foundation | |||||||
| PO Box 6179 | Montgomery | AL | 36106 | N/A | Public Charity | For assistance | $10,000 |
| Atchafalaya Basinkeeper | |||||||
| 162 Croydon Ave | Baton Rouge | LA | 70806 | N/A | Public Charity | For assistance | $5,000 |
| Boys and Girls Club of North Alabama | |||||||
| 203 Eastside Sq | Huntsville | AL | 35801 | N/A | Public Charity | For assistance | $5,000 |
| Food Bank of North Alabama | |||||||
| 2000 Vernon Ave SW B | Huntsville | AL | 35805 | N/A | Public Charity | For assistance | $5,000 |
| Harris Home for Children | |||||||
| 1210 Church Street | Huntsville | AL | 35801 | N/A | Public Charity | For assistance | $5,000 |
| Huntsville Museum of Art | |||||||
| 300 Church Street | Huntsville | AL | 35801 | N/A | Public Charity | For assistance | $5,000 |
| Huntsville Symphony Orchestra | |||||||
| PO Box 2400 | Huntsville | AL | 35804 | N/A | Public Charity | For assistance | $3,000 |
| Olympia Yacht Club Foundation | |||||||
| 201 Simmons St NW | Olympia | WA | 98501 | N/A | Public Charity | For assistance | $10,000 |
| Planned Parenthood Southeast Inc | |||||||
| 220 Cobb Parkway N 0 | Marietta | GA | 30062 | N/A | Public Charity | For assistance | $5,000 |
| Rose of Sharon | |||||||
| 361 Eagle St | Newmarket | WA | 98501 | N/A | Public Charity | For assistance | $5,000 |
| Southern Poverty Law Center | |||||||
| 400 Washington Avenue | Montgomery | AL | 36104 | N/A | Public Charity | For assistance | $5,000 |
| Hispanic Foundation | |||||||
| 55 Exchange Place 5th Floor | New York | NY | 10005 | N/A | Public Charity | For assistance | $10,000 |
| International Planned Parenthood Federation | |||||||
| 125 Maiden Lane 9th Floor | New York | NY | 10038 | N/A | Public Charity | For assistance | $2,000 |
| WLRH Public Radio | |||||||
| UAH Campus John Wright Drive | Huntsville | AL | 35899 | N/A | Public Charity | For assistance | $2,400 |
| Landtrust of North Alabama | |||||||
| 2702 Artie St SW Ste 6 | Huntsville | AL | 35805 | N/A | Public Charity | For assistance | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,400 | 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 | $20,257 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,645 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,539 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,441 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,441 | 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 Fees | CategoryTxt |
| Amt | $832 | Amt |
| Net Investment Income | $832 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mellon Financial Stocks | StockNm |
| EOY Book Value | $1,299,929 | EOYBookValueAmt |
| EOYFMV | $1,469,896 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $8,645 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,645 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,645 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $14,800 | Amt |
| Net Investment Income | $14,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert L Kuehlthau | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5302 Riverview Drive | AddressLine1Txt |
| City | Huntsville | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35803 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $6,504 | Amt |
| Net Investment Income | $6,504 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |