Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CHARLES AND PAULINE KAUTZ FOUNDATIO
C/O RBT CPAS LLP
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 209
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WURTSBORO, NY12790
A Employer identification number

14-1579429
B Telephone number (see instructions)

(845) 482-5441
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,772,372J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 108,602 108,602  
4 Dividends and interest from securities... 85,571 85,571  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,736,608
b Gross sales price for all assets on line 6a 3,364,287
7 Capital gain net income (from Part IV, line 2)... 1,736,608
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,000 8,000  
12 Total. Add lines 1 through 11........ 1,938,781 1,938,781  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 32,150     32,150
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,700     7,700
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
48,338 48,338    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,024 17,024    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
763 56   707
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 105,975 65,418   40,557
25 Contributions, gifts, grants paid....... 379,800 379,800
26 Total expenses and disbursements. Add lines 24 and 25 485,775 65,418   420,357
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,453,006
b Net investment income (if negative, enter -0-) 1,873,363
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 54,930 92,825 92,825
2 Savings and temporary cash investments......... 341,945 429,178 429,178
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,556,017 Click to see attachment
List of Attached Documents:
// Content
4,667,407 		4,667,407
c Investments—corporate bonds (attach schedule)....... 2,110,772 Click to see attachment
List of Attached Documents:
// Content
3,216,519 		3,216,519
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 424,751 Click to see attachment
List of Attached Documents:
// Content
366,443 		366,443
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,488,415 8,772,372 8,772,372
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,488,415 8,772,372
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,488,415 8,772,372
30 Total liabilities and net assets/fund balances (see instructions). 7,488,415 8,772,372
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,488,415
2
Enter amount from Part I, line 27a .....................
2
1,453,006
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,941,421
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
169,049
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,772,372
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SEE ATTACHED PERSHING -3050 P    
b THERMO FISCHER SCIENT INC COM P 1999-10-14 2023-10-02
c SEE ATTACHED PERSHING -3050 P    
d VERIZON COMMUNICATIONS NS INC COM P    
e BANK AMER CORP COM P 1995-06-30 2023-10-02
DISNEY WALT DISNEY CO Y COM P 1995-06-30 2023-03-21
HOME DEPOT INC COM P 1995-10-10 2023-07-26
JPMORGAN CHASE & CO COM P    
MICROSOFT CORP COM P    
MICROSOFT CORP COM P 2002-03-21 2023-07-20
MICROSOFT CORP COM P 2002-10-07 2023-10-02
PEPSICO INC COM P 1995-06-30 2023-04-13
PEPSICO INC COM P 1995-06-30 2023-10-02
PFIZER INC COM P 1995-06-30 2023-04-13
PFIZER INC COM P 1995-06-30 2023-10-02
SYSCO CORP COM P 1997-04-04 2023-03-21
THERMO FISCHER SCIENT IFIC INC COM P 1999-10-14 2023-04-13
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 241,464   258,760 -17,296
b 35,827   842 34,985
c 2,245,191   1,270,550 974,641
d 56,189   37,096 19,093
e 53,614   455 53,159
47,972   4,282 43,690
163,604   4,396 159,208
26,551   9,280 17,271
81,149   8,259 72,890
138,416   12,013 126,403
32,127   2,195 29,932
54,772   4,089 50,683
14,502   1,172 13,330
16,570   2,192 14,378
3,654   597 3,057
93,950   10,331 83,619
58,735   1,170 57,565
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -17,296
b       34,985
c       974,641
d       19,093
e       53,159
      43,690
      159,208
      17,271
      72,890
      126,403
      29,932
      50,683
      13,330
      14,378
      3,057
      83,619
      57,565
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,736,608
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 1,797
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 26,040
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 26,040
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 26,040
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,800
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 9,240
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowRUTH BRUSTMAN Telephone no.right arrow (845) 482-4000

Located atright arrowPO BOX 18OBERNBURGNY ZIP+4right arrow12767
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
Yes
 
If "Yes," list the years right arrow2018, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
Yes
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RUTH BRUSTMAN TRUSTEE
000.00 		14,000 0 0
PO BOX 18
OBERNBERG,NY12767
THOMAS ROCHE TRUSTEE
000.00 		2,500 0 0
PO BOX 325
CALLICOON,NY12723
FRED STABBERT TRUSTEE
000.00 		8,250 0 0
5 LOWER MAIN STREET
CALLICOON,NY12723
DEBRA REIMER TRUSTEE
000.00 		4,900 0 0
333 COUNTY ROUTE 121
HORTONVILLE,NY12745
MICHAEL GORR TRUSTEE
000.00 		2,500 0 0
PO BOX 38
HORTONVILLE,NY12745
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,680,154
b
Average of monthly cash balances.......................
1b
637,240
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,317,394
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
8,317,394
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
124,761
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,192,633
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
409,632
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
409,632
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
26,040
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,040
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
383,592
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
383,592
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
383,592
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
420,357
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
420,357
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 383,592
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 375,490
b Total for prior years:2018, 20, 20 13,368
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 420,357
a Applied to 2022, but not more than line 2a 375,490
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 44,867
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		13,368
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		13,368
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		338,725
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RUTH BRUSTMAN
PO BOX 18
OBERNBERG,NY12767
(845) 482-5441
bThe form in which applications should be submitted and information and materials they should include:
APPLICANTS MUST BE GRADUATING SENIORS FROM THE FORMER DELAWARE VALLEY SCHOOL DISTRICT
cAny submission deadlines:
MAY 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITED TO GRADUATES FROM THE FORMER DELAWARE VALLEY SCHOOL DISTRICT CONTINUING THEIR EDUCATION AT A HIGHER INSTITUTION.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
DEANNA CRUZ-SCHULTZ


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,000
MORGAN O'CONNER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,500
ETHAN LEIDL


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 5,500
NORA LELEKI


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 5,000
FAITH PETERS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 700
MELANIE KLEINER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 4,000
MACKENZIE ROEDER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 5,000
JACOB HAAS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 4,000
ANTHONY WAITE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,000
VALERIE COLLINS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 5,000
HEATHER ROEDER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 7,000
MEGAN YELEKI


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 5,000
SYDNEY HERMANN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,250
KATHRYN MEYER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,000
SAGE AVILES


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,000
SAMANTHA ABPLANALP


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 1,000
VICTORIA ARNOLD


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,000
MADISON BERLINGERI


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 5,000
DARRYL EMMETT


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,500
JACKSON HOBERLI


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 5,000
DAWN HYDE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 5,000
GARRET OWEN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 5,000
SOFIA SEIDL


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 4,250
TAYLOR ALLEN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,750
ALEXA SANTORA


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,250
ROSE LYNN MURPHY


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,500
BRYCE REIMER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,750
TAYLOR BRUSTMAN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 4,000
MASON BERLINGERI


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,500
JADEN BROWNE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,000
NICHOLAS MASTRELLA


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,250
CARRIE SYKES


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,000
HANNAH MAILEY


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,500
CHANLYN O'SULLIVAN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,750
KAILYN MINCKLER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,750
ALEXA MINCKLIN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,000
ROBERT KURTZ


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,000
OSCAR DECHARLES


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,750
RYAN MACE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,500
SAMANTHA ABPLANALP


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,500
JACKSON RITTENHOUSE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,000
QUINN RITTENHOUSE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,500
ISABELLA RITTENHOUSE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,000
KARA SPATH


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,750
JACOB HAAS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,500
KYLE GULLEY


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,500
FRANK DECKER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,250
TAYLOR WALL


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,000
ANTHONY WAITE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,000
DEANNA CRUZ-SCHULTZ


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,000
LAURA SMITH


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,250
OLIVIA SARGEANT


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,500
PAIGE PARUCKI


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,750
BIANCA BURGOS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 1,750
CADENCE MANNINO


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 4,500
RILEY JOHNSTON


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,500
COLIN PHELPS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,000
REBECCA BREWER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 7,000
JOHN GRERER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,000
NICHOLAS MASTRELLA


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,250
TAYLOR BRUSTMAN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 4,000
SOFIA SEIDL


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 4,250
EMMA SEVITKO


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,000
ALEXA MINCKLIN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,000
KAILYN MINCKLER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,750
KYLE REIMER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,000
BRYCE REIMER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,750
CHANLYN O'SULLIVAN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,750
OSCAR DECHALUS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,750
MATTHEW GATTUS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,000
TAYLOR ALLEN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,750
MASON BERLINGERI


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,500
JADEN BROWNE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,000
BIANCA BURGOS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 1,750
FRANK DECKER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,250
KYLIE GULLEY


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,500
SYDNEY HERMANN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,250
JACOB HESS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,500
ROBERT KURTZ


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,000
RYAN MACE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,500
KARA SPATH


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,750
HANNAH MAILEY


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,500
ROSE LYNN MURPHY


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,500
PAIGE PARUCKI


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,750
FAITH PETERS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,250
DEANNA CRUZ-SCHULTZ


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,000
LAURA SMITH


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,250
ANTHONY WAITE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,000
TAYLOR WALL


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,000
EMILY YUSKO


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 600
BAILEY TASSEYMAN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 7,000
DUSTIN TAYLOR


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,000
ALEXA SANTORO


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,250
ALEXIS YUSKO


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 6,000
OLIVIA SARGEANT


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 2,500
TARRELL SPENCER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 5,500
LUCY ARZILLI


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
CHEYANNE DECKER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
MATTHEW MILLS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
MICHAEL SCHROEDER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
GRACE BOYD


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
JAMES BUDDENHAGEN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
WILLIAM CONNORS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
ROBERT DAVIDSON


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
OLIVIA HENDRICKSON


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
ABIGAIL KELLER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
JAMES MCELROY


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
NICHOLAS MILLS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
WILLIAM DEARING


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
TAYLOR O'SULLIVAN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
ANNABELLE RUTLEDGE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
EMILY YUSKO


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
TAYLOR ALLEN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLY,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
MASON BERLINGERI


33 SCHOOLHOUSE ROAD
JEFFERSONVILLY,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
REBECCA BREWER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLY,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
JADEN BROWNE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
TAYLOR BRUSTMAN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLY,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
OSCAR DECHALUS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
FRANK DECKER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
MATTHEW GATTUS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
JOHN GRERER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
SYDNEY HERMANN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
JACOB HESS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
RILEY JOHNSTON


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
ROBERT KURTZ


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
RYAN MACE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
HANNAH MAILEY


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
ALEXA MINCKLER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
KAILYN MINCKLER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
ROSE LYNN MURPHY


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
CHANLYN O'SULLIVAN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
PAIGE PARUCKI


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
FAITH PETERS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
COLIN PHELPS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
BRYCE REIMER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
KYLE REIMER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
ISABELLA RITTENHOUSE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
JACKSON RITTENHOUSE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
QUINN RITTENHOUSE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
ALEXA SANTORO


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
OLIVIA SARGEANT


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
SOFIA SEIDL


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
LAURA SMITH


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
TARRELL SPENCER


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
BAILEY TASSEYMAN


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
ANTHONY WAITE


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
TAYLOR WALL


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
ALEXIS YUSKO


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 500
FAITH PETERS


33 SCHOOLHOUSE ROAD
JEFFERSONVILLE,NY12748 		NO RELATIONSHIP I ACADEMIC SCHOLARSHIP 3,250
Total .................................right arrow 3a 379,800
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 108,602  
4 Dividends and interest from securities ....     14 85,571  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 1,736,608  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    14 8,000  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,938,781  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,938,781
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CHARLES AND PAULINE KAUTZ FOUNDATIO
 
C/O RBT CPAS LLP
EIN:
14-1579429
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,700     7,700

TY 2023 InvestmentsCorpBondsSchedule
Name:
CHARLES AND PAULINE KAUTZ FOUNDATIO
 
C/O RBT CPAS LLP
EIN:
14-1579429
Name of Bond End of Year Book Value End of Year Fair Market Value
ALTRIA GROUP INC GTD NT 49,557 49,557
AMERICAN EXPRESS CO FXD RT 98,345 98,345
AMERICAN TOWER CORP NEW FXD    
AUTOZONE INC FXD RT SR NT 48,574 48,574
BANK AMER CORP MEDIUM TERM 49,116 49,116
BOEING CO SR NT 4.508%    
BOEING CO SR NT 4.875% 49,754 49,754
BROADCOM CORP/BROADCOM CAYMAN FIN 49,954 49,954
BROADCOM INC SR NT 4.75% 100,317 100,317
CAPITAL ONE FINL CORP 47,914 47,914
CHEVRON USA INC 49,493 49,493
CITIGROUP INC MEDIUM TERM 38,880 38,880
CONAGRA BRANDS INC 5.3% 101,269 101,269
CROWN CASTLE INTL CORP NEW 49,671 49,671
CVS HEALTH CORP FXD 95,537 95,537
DISCOVER BK NEW CASTLE DEL FXD 71,530 71,530
DOLLAR TREE INC FXD RT SR NT 49,087 49,087
DOLLAR GEN CORP NEW FXD RT SR NT 49,003 49,003
FACEBOOK INC. 4.8% 102,532 102,532
FEDEX CORP NT 4.25% 97,855 97,855
FIDELITY NATL INFORMATION SVCS INC F 96,762 96,762
GENERAL ELEC CAP CORP MEDIUM TERM    
GILEAD SCIENCES INC 49,760 49,760
GOLDMAN SACHS GROUP INC FXD RT SR NT 48,865 48,865
KEYBANK NATL ASSN CLEVELAND OH 34,892 34,892
KINDER MORGAN INC DEL FXD RT SR NT 49,348 49,348
KOHLS CORP NT    
LOWES COS INC NT 49,306 49,306
MCDONALDS CORP MEDIUM TERM NTS 51,491 51,491
META PLATFORMS INC SR NT 4.95% 103,444 103,444
MORGAN STANLEY DEAN WITTER DISCOVER 54,844 54,844
MORGAN STANLEY CONTINGENT INCOME 108,115 108,115
MORGAN STANLEY FIXED RATE 74,583 74,583
ORACLE CORP FXD RT    
ONEOK INC NEW NT 4.35% 194,582 194,582
PHILLIPS 66 PARTNERS LP FXD 73,396 73,396
PHILLIP MORRIS INTL NT 5.125% 101,853 101,853
PUBLIC STORAGE SR NT 5.125% 103,284 103,284
PUBLIC SVC ENTERPRISE GROUP INC SR N 104,167 104,167
REINSURANCE GROUP AMER INC SR NT 44,938 44,938
SOUTHWEST AIRLS CO FXD RT NT 49,991 49,991
SOUTHWEST AIRLS CO FXD RT NT 94,378 94,378
STARBUCKS CORP FIXED RT SR NT 49,092 49,092
SYSCO CORP GTD FXD RT SR NT 96,566 96,566
TYSON FOODS INC 49,420 49,420
UNITED PARCEL SVC INC SR NT 49,434 49,434
VERIZON COMMUNICATIONS INC FXD RT SR 49,301 49,301
WALGREENS BOOTS ALLIANCE INC FXD RT    
WEBSTER FINL CORP WATERBURY 91,978 91,978
WELLS FARGO & CO NEW MEDIUM TERM SR 48,969 48,969
WEYERHAEUSER CO NT 4.00% 95,372 95,372

TY 2023 InvestmentsCorpStockSchedule
Name:
CHARLES AND PAULINE KAUTZ FOUNDATIO
 
C/O RBT CPAS LLP
EIN:
14-1579429
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC COM 81,979 81,979
ADOBE SYS INC COM 79,944 79,944
ADVANCED MICRO DEVICES INC COM 117,928 117,928
AES CORP COM 80,042 80,042
ALPHABET INC CAP STK CL C 128,246 128,246
AMAZON COM INC. 167,134 167,134
AMERICAN EXPRESS 180,596 180,596
APPLE INC COM 211,783 211,783
AUTOZONE INC COM 90,496 90,496
BAKER HUGHES CO CL A 97,857 97,857
BANK AMER CORP COM    
CHART INDS INC COM PAR 73,482 73,482
CHIPOTLE MEXICAN GRILL INC COM 166,948 166,948
CIENA CORP COM 45,010 45,010
CISCO SYSTEMS INC 91,593 91,593
COTERRA ENERGY INC COM    
CSX CORP COM 102,762 102,762
DANAHER CORP COM 92,536 92,536
DEVON ENERGY CORP NEW COM    
DISNEY WALT CO DISNEY COM    
DOLLAR GEN CORP NEW COM 15,906 15,906
DUKE ENERGY CORP    
ENBRIDGE INC REGISTERED SHS    
EXXON MOBILE CORP COM 79,384 79,384
FLUOR CORP NEW COM 90,091 90,091
GRAINGER W W INC COM 109,387 109,387
HOME DEPOT INC COM    
ILLUMINA INC COM 20,886 20,886
JP MORGAN CHASE 138,632 138,632
KLA CORP COM 203,455 203,455
LENNAR CORP CL A 96,876 96,876
LILLY ELI & CO COM 233,168 233,168
LINCOLN ELEC HLDGS INC COM 97,857 97,857
MARSH & MCLENNAN COS INC COM 129,408 129,408
MICROSOFT CORP COM 263,228 263,228
MONDELEZ INTL INC CL A 77,210 77,210
MORGAN STANLEY COM NEW 121,505 121,505
NUCOR CORP COM 117,651 117,651
NVIDIA CORP COM 199,574 199,574
PEPSICO INC COM 61,822 61,822
PERKLINEMER INC COM    
PFIZER INC COM 25,652 25,652
SALESFORCE.COM INC COM STOCK 75,784 75,784
SCHLUMBERGER LTD COM 90,289 90,289
SHERWIN WILLIAMS CO COM 77,663 77,663
STARBUCKS CORP COM 129,614 129,614
SYSCO CORP COM    
THERMO FISHER SCIENTIFIC INC COM 41,402 41,402
UNITEDHEALTH GROUP INC COM 51,594 51,594
UNITED RENTALS INC COM 154,823 154,823
VERIZON COMMUNICATIONS    
VISA INC COM CL A 156,210 156,210

TY 2023 InvestmentsOtherSchedule2
Name:
CHARLES AND PAULINE KAUTZ FOUNDATIO
 
C/O RBT CPAS LLP
EIN:
14-1579429
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN TOWER CORP NEW COM FMV    
PROLOGIS INC COM FMV 95,843 95,843
SIMON PPTY GROUP INC NEW COM FMV    
ISHARES TR PFD FMV    
WEYERHAEUSER CO COM FMV 89,568 89,568
PZENA EMERGING MARKETS VALUE FUND FMV 15,025 15,025
FMI INTERNATIONAL FUND FMV 21,416 21,416
MFS INTERNATIONAL FUND FMV 22,288 22,288
MATTHEWS EMERGING MARKETS SMALL COMP FMV 14,627 14,627
OBERWEIS SMALL-CAP OPPORTUNITIES FMV 53,551 53,551
UNDISCOVERED MANAGERS BEHAVIORAL VAL FMV 54,125 54,125

TY 2023 OtherDecreasesSchedule
Name:
CHARLES AND PAULINE KAUTZ FOUNDATIO
 
C/O RBT CPAS LLP
EIN:
14-1579429
Description Amount
UNREALIZED LOSS 169,049


TY 2023 OtherExpensesSchedule
Name:
CHARLES AND PAULINE KAUTZ FOUNDATIO
 
C/O RBT CPAS LLP
EIN:
14-1579429
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
POSTAGE 78     78
NYS FILING FEE 250     250
OFFICE SUPPLIES 379     379
MISCELLANEOUS EXPENSE 56 56    


TY 2023 OtherIncomeSchedule2
Name:
CHARLES AND PAULINE KAUTZ FOUNDATIO
 
C/O RBT CPAS LLP
EIN:
14-1579429
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 8,000 8,000  


TY 2023 OtherProfessionalFeesSchedule
Name:
CHARLES AND PAULINE KAUTZ FOUNDATIO
 
C/O RBT CPAS LLP
EIN:
14-1579429
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 48,338 48,338    


TY 2023 TaxesSchedule
Name:
CHARLES AND PAULINE KAUTZ FOUNDATIO
 
C/O RBT CPAS LLP
EIN:
14-1579429
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 224 224    
FEDERAL TAX 16,800 16,800