KAHLE-AUSTIN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KAHLE-AUSTIN FAMILY FOUNDATION (EIN 85-2286751)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202523099349102037
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T14:45:28-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371420474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fontanello Duffield & Otake LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Pine Street Suite 1750 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852286751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KahleAustin Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAHL | BusinessNameControlTxt |
| Phone | 2074155714 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 Main Street | AddressLine1Txt |
| City | Biddeford | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brewster Kahle | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Erik Satow | PreparerPersonNm |
| PTIN | P01410341 | PTIN |
| Phone | 4159830200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $118,678,612 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,191,146 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,512,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,512,512 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,074,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,218,620 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,668,969 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $139,021 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $102,916,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,181,481 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $8,520 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $8,520 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $276,238 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $276,238 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,841 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,025 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,816 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $288,599 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $278,263 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,288,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $278,263 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,010,336 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $82,628,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,903,218 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,774 | CashBOYAmt |
| Cash EOY | $93,990 | CashEOYAmt |
| Cash EOYFMV | $93,990 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $876,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,207,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,207,000 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $30 | AcctRcvblAmt |
| Acct Rcvbl BOY | $120 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $30 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $30 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $5,756,581 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $112,663,283 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $112,663,283 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,710,556 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $790,400 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,714,309 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,714,309 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,125,716 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $21,267,150 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,678,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,678,612 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,663 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $780 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,663 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $780 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,262,487 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $118,677,832 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,262,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $118,677,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,267,150 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $118,678,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,262,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $82,628,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,787,125 | OtherIncreasesAmt |
| Subtotal | $118,677,832 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $118,677,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Sales of Publicly Traded Securities | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $79,218,620 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,549,651 | CostOrOtherBasisAmt |
| Gain Or Loss | $75,668,969 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $75,668,969 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,668,969 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,068,955 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,068,955 | SubtotalAmt |
| Tax Based On Investment Income | $1,068,955 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320,597 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,335,597 | TotalPaymentsAndCreditsAmt |
| Overpayment | $266,642 | OverpaymentAmt |
| Applied To ES Tax | $266,642 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Peter Montano | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2074155714 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 319 Main Street | AddressLine1Txt |
| City | Biddeford | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Brewster Kahle | ||||||
| 319 Main Street | Biddeford | ME | 94129 | Chairman | 2.00 | $0 |
| Mary K Austin | ||||||
| 319 Main Street | Biddeford | ME | 04005 | Director | 2.00 | $0 |
| Caslon Kahle | ||||||
| 319 Main Street | Biddeford | ME | 04005 | Director | 1.00 | $0 |
| Logan Kahle | ||||||
| 319 Main Street | Biddeford | ME | 04005 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 California Street 14th Fl | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $276,238 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $61,944,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,146,712 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,091,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $74,091,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,111,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,980,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,649,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,649,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,068,955 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,068,955 | TotalTaxAmt |
| Distributable Before Adj | $2,580,055 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,580,055 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,580,055 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,010,336 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,010,336 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,580,055 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $639,806 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,247 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $119,188 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $827,241 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,010,336 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,580,055 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,430,281 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,257,522 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $18,257,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $639,806 | ExcessFromYear3Amt |
| Excess From Year2 | $68,247 | ExcessFromYear2Amt |
| Excess From Year1 | $119,188 | ExcessFromYear1Amt |
| Excess From Current Year | $17,430,281 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Brewster Kahle | ContributingManagerNm |
| Contributing Manager | Mary K Austin | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Charitable | ||||||||||||
| PO Box 770001 | Cincinnati | OH | 45277 | N/A | PC | General Support | $2,000,000 | |||||
| San Francisco Foundation | ||||||||||||
| 1 Embarcadero Ctr | San Francisco | CA | 94111 | N/A | PC | General Support | $1,000,000 | |||||
| Open Library of Canada | ||||||||||||
| N/A | PC | General Support | $6,000,000 | 40 King Street West Suite 5800 | Toronto | Ontario | CA | M5H 3S1 | ||||
| Morgan Stanley GIFT DAF | ||||||||||||
| 2000 Westchester Avenue | Purchase | NY | 10577 | N/A | PC | General Support | $11,000,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,512,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,074,140 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| Refunds | $138,947 | ||
| Return of Capital | 14 | $74 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,512,586 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,213,087 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,725,673 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | Refund of taxes paid. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Kahle Austin Revocable Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 513B Simonds Loop | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,191,146 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 346710 Sh AMZ | NoncashPropertyDesc |
| Fair Market Value | $100,191,146 | FairMarketValueAmt |
| Received | 2024-01-01 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Xilinx Inc, 2.95% 6/1/24 | ||
| JPMorgan Chase 3.875% 9/10/24 | ||
| Estee Lauder 2.0% 12/1/24 | ||
| American Express 3.625% 12/5/24 | ||
| Accrued Interest | $3,714,309 | $3,714,309 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $112,663,283 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $112,663,283 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $8,520 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,520 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $25 | $25 | |
| Electric Avenue Island | $2,000 | $2,000 | |
| Office Expense | $701 | $701 | |
| Other Business Expenses | $1,115 | $1,115 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Refunds | $138,947 |
| Return of Capital | $74 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $276,238 | Amt |
| Net Investment Income | $276,238 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |