MICHAEL & ALICE KUHN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL & ALICE KUHN FOUNDATION (EIN 74-2791217)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349103356
- Schema version
- 2025v4.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:53:22-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 5125758002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 LONGVIEW ST 030 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE KUHN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5125758002 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFF MEADOR CPA | PreparerPersonNm |
| PTIN | P00164184 | PTIN |
| Phone | 5124720795 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,398,443 | 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 | $20,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $329,486 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $329,486 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $871,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $871,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$400,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,478,084 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,800,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,201,008 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $220,396 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $142,698 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $77,698 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,861 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,931 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,930 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $48,020 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $24,010 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,010 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,804 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,402 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,402 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $40,322 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,539 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,201 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,789 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,895 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,894 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $167,739 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150,597 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,142 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $524,931 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $359,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $151,277 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,589,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,589,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,114,431 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $359,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,740,777 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,686,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $841,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $509,459 | CashBOYAmt |
| Cash EOY | $1,476,689 | CashEOYAmt |
| Cash EOYFMV | $1,476,689 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,668,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,041,991 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,041,991 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $23,798,374 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,083,028 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,879,763 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,976,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,601,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,398,443 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $60,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $3,792 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,002 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $63,792 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,002 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $25,912,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,598,706 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,912,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,598,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,976,460 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,601,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,912,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,686,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $41,598,706 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $41,598,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $5 | $5 | $5 | ||
| AVANTIS EMERGING MARKET | P | $663,417 | $51,611 | $51,611 | 2025-05-02 | $611,806 |
| AVANTIS US SMALL CAP | P | $98,495 | -$7,481 | -$7,481 | 2025-05-02 | $105,976 |
| CANADIAN NAT RES LTD | P | $287,628 | -$45,476 | -$45,476 | 2025-05-02 | $333,104 |
| HONEYWELL INTL INC | P | $382,429 | $41,226 | $41,226 | 2025-05-02 | $341,203 |
| MERCK & CO INC | P | $232,537 | -$55,168 | -$55,168 | 2025-05-02 | $287,705 |
| NOVO-NORDISK A S ADDR | P | $200,040 | -$150,459 | -$150,459 | 2025-05-02 | $350,499 |
| UNITED HEALTH GROUP | P | $239,359 | -$168,298 | -$168,298 | 2025-05-19 | $407,657 |
| ADOBE INC | P | $135,222 | -$39,795 | -$39,795 | 2025-08-04 | $175,017 |
| LOCKHEED MARTIN CORP | P | $330,721 | -$31,235 | -$31,235 | 2025-08-04 | $361,956 |
| MCDONALDS CORP | P | $371,094 | $40,456 | $40,456 | 2025-08-04 | $330,638 |
| THE BANK OF NEW YORK MELLON | P | $250,000 | $4,873 | $4,873 | 2025-09-22 | $245,127 |
| BLUE OWL CAP INC A | P | $426,443 | -$40,798 | -$40,798 | 2025-10-13 | $467,241 |
| WF - FIDELITY GOVT PORT INST | P | $860,694 | $0 | $0 | $860,694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$400,539 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,703 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,703 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $297 | OverpaymentAmt |
| Applied To ES Tax | $297 | 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 | 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 | ALICE KUHN | IndividualWithBooksNm |
| Phone | 5125758002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 LONGVIEW ST 030 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78705 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALICE KUHN | ||||||||
| 2500 LONGVIEW ST 030 | AUSTIN | TX | 78705 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY KUHN | ||||||||
| 2500 LONGVIEW ST 030 | AUSTIN | TX | 78705 | TREASURER/DIRECTOR | 20.00 | $67,000 | $0 | $0 |
| RANDALL S KUHN | ||||||||
| 2500 LONGVIEW ST 030 | AUSTIN | TX | 78705 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| JONATHAN LIPSON | ||||||||
| 409 S 24TH STREET | PHILADELPHIA | PA | 19146 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| PETER HELF | ||||||||
| 2105 MATTERHORN LN | AUSTIN | TX | 78704 | EXECUTIVE DIRECTOR | 40.00 | $149,396 | $25,861 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,795,606 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,957,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,753,098 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,753,098 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $596,296 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,156,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,957,840 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,957,840 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,703 | TotalTaxAmt |
| Distributable Before Adj | $1,946,137 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,946,137 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,946,137 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,740,777 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,740,777 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,946,137 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $472,374 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,172,274 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,656,151 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,300,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,740,777 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,946,137 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,794,640 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,095,439 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,095,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $472,374 | ExcessFromYear3Amt |
| Excess From Year2 | $1,172,274 | ExcessFromYear2Amt |
| Excess From Year1 | $1,656,151 | ExcessFromYear1Amt |
| Excess From Current Year | $2,794,640 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALICE KUHN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABOLISH PRIVATE PRISONS | |||||||
| 24 W CAMELBACK RD STE A BOX 439 | PHOENIX | AZ | 85013 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| ACLU FOUNDATION OF TEXAS INC | |||||||
| PO BOX 8306 | HOUSTON | TX | 77288 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $30,000 |
| ALBUQUERQUE INTERFAITH | |||||||
| 4300 BLAKE RD SW | ALBUQUERQUE | NM | 87121 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $35,000 |
| AUSTIN CHAMBER MUSIC CENTER | |||||||
| 7421 BURNET RD 263 | AUSTIN | TX | 78757 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $10,000 |
| AUSTIN CLASSICAL GUITAR SOCIETY | |||||||
| PO BOX 4072 | AUSTIN | TX | 78765 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $7,500 |
| AUSTIN ED FUND | |||||||
| 4000 S IH 35 FRONTAGE RD | AUSTIN | TX | 78704 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $20,000 |
| AVODAH | |||||||
| 195 MONTAGUE ST FL 14 | BROOKLYN | NY | 11201 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $110,000 |
| BALLET AUSTIN | |||||||
| 501 W 3RD ST | AUSTIN | TX | 78701 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $10,000 |
| BAPTIST JOINT COMMITTEE FOR RELIGIOUS LIBERTY | |||||||
| 500 NEW JERSEY AVE NW SUITE 750 | WASHINGTON | DC | 20001 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $30,000 |
| BREAKTHROUGH CENTRAL TEXAS | |||||||
| 3100 E 5TH ST STE 375 | AUSTIN | TX | 78702 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $120,000 |
| CALIFORNIA ASSOCIATION OF FOOD BANKS | |||||||
| 1616 FRANKLIN ST 2ND FL 300 | OAKLAND | CA | 94612 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| CAPTIAL AREA FOOD BANK | |||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| CENTRAL TEXAS FOOD BANK | |||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| CENTRAL TEXAS INTERFAITH SPONSORING COMMITTEE | |||||||
| PO BOX 90203 | AUSTIN | TX | 78709 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $80,000 |
| CENTRO DE TRABAJADORES UNIDOS EN LA LUCHA (CTUL) | |||||||
| 3715 CHICAGO AVE | MINNEAPOLIS | MN | 55407 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $100,000 |
| CENTRO HUMANITARIO PARA LOS TRABAJADORES | |||||||
| PO BOX 3190 | DENVER | CO | 80201 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $100,000 |
| CLERGY AND LAITY UNITED FOR ECONOMIC JUSTICE (CLUE) | |||||||
| 464 LUCAS AVE STE 202 | LOS ANGELES | CA | 90017 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $150,000 |
| CLOCKSHOP | |||||||
| 2806 CLEARWATER ST | LOS ANGELES | CA | 90039 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $75,000 |
| COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS | |||||||
| 2521 E ST ELMO RD | AUSTIN | TX | 78744 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $60,000 |
| COPSMETRO EDUCATION FUND | |||||||
| PO BOX 171-164 | SAN ANTONIO | TX | 78217 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $70,000 |
| CORPORATE ACCOUNTABILITY LAB | |||||||
| 6214 N GLENWOOD AVE | CHICAGO | IL | 60660 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| DALLAS AREA INTERFAITH SPONSORING COMMITTEE (DAISC) | |||||||
| 1104 LUPO DRIVE | DALLAS | TX | 75207 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $75,000 |
| DALLAS SPARK | |||||||
| 1409 BOTHAM JEAN BLVD 004 | DALLAS | TX | 75215 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $10,000 |
| EDUCATIONAL LAW CENTER - PA | |||||||
| 1800 JFK BLVD STE 1900A | PHILADELPHIA | PA | 19103 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $90,000 |
| EL PASO CIVIC EDUCATION ORGANIZATION | |||||||
| 1415 DAKOTA ST | EL PASO | TX | 79930 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $45,000 |
| EVERY TEXAN | |||||||
| 5900 BALCONES DR 21646 | AUSTIN | TX | 78731 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $150,000 |
| FAITH COMMONS | |||||||
| 6821 CAROLYNCREST DR | DALLAS | TX | 75214 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| FAITH IN ACTION ALABAMA | |||||||
| 2100 4TH AVE NORTH | BIRMINGHAM | AL | 35203 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| FOUNDATION COMMUNITIES | |||||||
| 3000 S IH 35 FRONTAGE RD STE 300 | AUSTIN | TX | 78704 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $75,000 |
| GRASSROOTS LEADERSHIP | |||||||
| PO BOX 143773 | AUSTIN | TX | 78714 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| GULF COAST LEADERSHIP COUNCIL INC | |||||||
| 4141 SOUTHWEST FREEWAY STE 340 | HOUSTON | TX | 77027 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $80,000 |
| HUSTON-TILLOTSON UNIVERSITY | |||||||
| 900 CHICON ST | AUSTIN | TX | 78702 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $60,000 |
| INSTITUTO DE EDUCACION POPULAR DEL SUR DE CALIFORNIA | |||||||
| 1565 W 14TH ST | LOS ANGELES | CA | 90015 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $110,000 |
| INTERFAITH PHILADELPHIA | |||||||
| 100 W OXFORD ST STE E-1300 | PHILADELPHIA | PA | 19122 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $45,000 |
| JEWISH ALLIANCE FOR LAW AND SOCIAL ACTION (JALSA) | |||||||
| 11 BEACON ST STE 722 | BOSTON | MA | 02108 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $150,000 |
| JEWISH COMMUNITY ACTION | |||||||
| 2324 UNIVERSITY AVE W | ST PAUL | MN | 55114 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $130,000 |
| JEWISH ORGANIZING INSTITUTE & NETWORK (JOIN) | |||||||
| PO BOX 690376 | QUINCY | MA | 02169 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $130,000 |
| LAWYERS FOR CIVIL RIGHTS | |||||||
| 61 BATTERYMARCH ST 5TH FL | BOSTON | MA | 02110 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $80,000 |
| LAWYERS FOR GOOD GOVERNMENT | |||||||
| 8697 LA MESA BLVD STE C-532 | LA MESA | CA | 91942 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $160,000 |
| LLANO ESTACADO ALLIANCE FOR DEMOCRACY | |||||||
| PO BOX 1154 | LUBBOCK | TX | 79408 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| MINDPOP | |||||||
| 3920 DRY CREEK DR | AUSTIN | TX | 78731 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $20,000 |
| NCG COALITION FOR PUBLIC LIFE | |||||||
| 2108 REVERE ST N | LAS VEGAS | NV | 89030 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 179 ROBIE STREET E | ST PAUL | MN | 55107 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $112,000 |
| ORGANIZATIONAL INSTITUTE OF WEST SOUTHWEST IAF | |||||||
| 704 E WONSLEY DR STE 200 | AUSTIN | TX | 78753 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $75,000 |
| OUR SCHOOLS FOR DEMOCRACY | |||||||
| PO BOX 300148 | AUSTIN | TX | 78703 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| PASTORS FOR TEXAS CHILDREN | |||||||
| 2211 WEATHERBEE ST | FORT WORTH | TX | 76110 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $100,000 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| PIMA COUNTY INTERFAITH CIVIC EDUCATION ORGANIZATION | |||||||
| PO BOX 5021 | TUSCON | AZ | 85705 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $35,000 |
| POWER INTERFAITH | |||||||
| 1415 N BROAD ST STE 223 | PHILADELPHIA | PA | 19122 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| PROJECT FOR PRIDE IN LIVING INC (PPL) | |||||||
| 1035 E FRANKLIN AVENUE | MINNEAPOLIS | MN | 55404 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $75,000 |
| RHIZOME ACTION NETWORK INC | |||||||
| 1403 NE 82ND ST | SEATTLE | WA | 98115 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| SANTA MONICA COLLEGE FOUNDATION (SMC) | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $20,000 |
| SECOND HARVEST HEARTLAND | |||||||
| 7101 WINNETKA AVE NORTH | BROOKLYN PARK | MN | 55428 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| SEEDLING FOUNDATION | |||||||
| 8001 CENTRE PARK DR 140 | AUSTIN | TX | 78754 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| SOUTHERN CALIFORNIA EDUCATION FUND | |||||||
| PO BOX 39534 | LOS ANGELES | CA | 90039 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| ST EDWARDS UNIVERSITY | |||||||
| PO BOX 2147 | SAN ANTONIO | TX | 78297 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $75,000 |
| SWIPE OUT HUNGER | |||||||
| 440 N BARRANCA AVE 6117 | COVINA | CA | 91723 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| TEXAS APPLESEED | |||||||
| 1609 SHOAL CREEK STE 201 | AUSTIN | TX | 78701 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $25,000 |
| TEXAS CIVIL RIGHTS PROJECT | |||||||
| PO BOX 17757 | AUSTIN | TX | 78760 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| TEXAS FREEDOM NETWORK EDUCATION FUND | |||||||
| PO BOX 1624 | AUSTIN | TX | 78767 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| THE MULTICULURAL INSTITUTE | |||||||
| 1920 SEVENTH ST | BERKELEY | CA | 94710 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $105,000 |
| THE NEW PHILANTHROPISTS | |||||||
| PO BOX 302528 | AUSTIN | TX | 78703 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| THE POWER OF PEOPLE LEADERSHIP INSTITUTE | |||||||
| 600 N 18TH AVE STE 1 | MINNEAPOLIS | MN | 55411 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| THE WORKERS CIRCLE | |||||||
| 247 W 37TH STREET 5TH FL | NEW YORK | NY | 10018 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $90,000 |
| THINK NEW MEXICO | |||||||
| 505 DON GASPAR AVE | SANTA FE | NM | 87505 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $40,000 |
| TRUAH - RABBIS FOR HUMAN RIGHTS | |||||||
| 266 W 37TH ST STE 803 | NEW YORK | NY | 10018 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $90,000 |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVE 7TH FL | NEW YORK | NY | 10017 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $150,000 |
| UNIVERSITY OF TEXAS - DALLAS | |||||||
| 800 W CAMPBELL ROAD | RICHARDSON | TX | 75080 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $110,000 |
| UNIVERSITY OF TEXAS FOUNDATION INC | |||||||
| 9011 MOUNTAIN RIDGE DR STE 150 | AUSTIN | TX | 78759 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $70,000 |
| UNIVERSITY OF TEXAS FOUNDATION LITERACY FIRST | |||||||
| 9011 MOUNTAIN RIDGE DR STE 150 | AUSTIN | TX | 78759 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $30,000 |
| VALLEY INTERFAITH LEADERSHIP AND EDUCATION COUNCIL | |||||||
| 417 S OHIO AVE | MERCEDES | TX | 78570 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $50,000 |
| VIP EDUCATION FUND | |||||||
| 3530 N 32ND ST | PHOENIX | AZ | 85018 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $35,000 |
| WORKERS DEFENSE PROJECT | |||||||
| 5604 MANOR ROAD | AUSTIN | TX | 78723 | N/A | NC | GENERAL SUPPORT OF THE ORGANIZATION | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,589,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,486 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $871,522 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$400,539 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $800,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $800,469 | 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 J KUHN ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 LONGVIEW ST 030 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,804 | Amt |
| Net Investment Income | $6,402 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,402 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CORPORATE STOCKS, BONDS, MF, ETFS & OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $36,083,028 | BookValueAmt |
| EOYFMV | $42,879,763 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $48,020 | LegalFeesAmt |
| Net Investment Income | $24,010 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,010 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT LABOR | $4,476 | $2,238 | $2,238 |
| COST ADJUSTMENT | $10,935 | $10,935 | $0 |
| DUES & SUBSCRIPTIONS | $17,854 | $8,927 | $8,927 |
| D&O INSURANCE | $1,199 | $600 | $599 |
| INVESTMENT EXPENSES ADR FEES | $109,602 | $109,602 | $0 |
| MEALS | $3,138 | $1,569 | $1,569 |
| MISCELLANEOUS | $12,918 | $12,918 | $0 |
| OFFICE EXPENSE | $1,683 | $841 | $842 |
| PAYROLL EXPENSE | $5,934 | $2,967 | $2,967 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $896 | $966 |
| CREDIT CARD LIABILITIES | $896 | $2,036 |
| DIRECTOR FEE PAYABLE | $2,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $9,339 | $9,339 | $0 |
| FEDERAL EXCISE TAX | $14,582 | $0 | $0 |
| PAYROLL TAX | $16,401 | $8,200 | $8,201 |