2024-10-29T15:47:21-07:00 2024-02-29 562386438 Roberts Group CPAs 1660 E River Rd Ste 100 Tucson AZ 85718 990PF 2023-03-01 133103149 Kautz Family Foundation KAUT 5202991344 4605 N Campbell Ave Tucson AZ 85718 DANIEL P KAUTZ Trustee 2024-10-29 true true D Jack Roberts CPA P00262029 5208817211 2023 2024-10-15 13:58:12Z X 63458368 X 1600141 73082 73082 73082 886266 886266 886266 854280 8760334 854280 12949 121189 121189 3534958 1934817 972297 111200 111200 9760 9760 11838 11838 20190 20190 155955 155955 29464 29178 286 73411 64654 8757 40659 31918 8741 452477 281705 170772 4364417 4364417 4816894 281705 4535189 -1281936 1653112 972297 270060 438366 438366 15224 17629 17629 2779813 1868866 1921578 31605822 30172068 46787911 1609668 1617700 1493701 1428088 1721239 1721239 5903403 6462113 11077944 43612078 42297981 63458368 0 X 43612078 42297981 43612078 42297981 43612078 42297981 43612078 -1281936 133438 42463580 165599 42297981 RBC CAPITAL GAIN DISTRIBUTION P 2021-02-12 2024-02-15 216240 216240 216240 RBC SALE OF MARKETABLE SECURITIES P 2021-02-12 2024-02-15 8221187 7906054 315133 315133 ST GAIN THROUGH K-1S P 2023-02-12 2023-12-15 12949 12949 12949 LT GAIN THROUGH K-1S P 2021-02-12 2024-02-15 299407 299407 299407 SECTION 1231 THROUGH K-1S P 2021-02-12 2024-02-15 10551 10551 10551 854280 12949 22978 22978 22978 18400 18400 X 396 4974 0 false false false false false true true false true true NY true false false false false true N/A Dan Kautz 5202991344 4605 N Campbell Tucson AZ 85718 false false false false false false false false false false false false false false false false false false false false false false LESLIE B KAUTZ 4605 N CAMPBELL AVE TUCSON AZ 85718 Trustee 0.00 0 DANIEL P KAUTZ 4605 N CAMPBELL TUCSON AZ 85718 Trustee 0.00 0 MARTHA ALEJANDRO 4425 N SILVERBELL RD TUCSON AZ 85745 CONTROLLER 45.00 111200 9760 NONE THE ORGANIZATION'S PRIMARY ACTIVITY IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS QUALIFIYING FOR EXEMPTION UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE. THE TRUSTEES CHOOSE THESE ORGANIZATIONS BASED UPON THEIR KNOWLEDGE OF THE ORGANIZATIONS' ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS, LOANS OR SCHOLARSHIPS ARE MADE TO INDIVIDUALS. THE ORGANIZATION DOES NOT PRESENTLY RECEIVE APPLICATIONS OR CONDUCT PROGRAMS FOR DONATIONS IN ITS ACTIVITIES. 4535189 58894742 462313 0 59357055 0 59357055 890356 58466699 2923335 2923335 22978 22978 2900357 2900357 2900357 4535189 4535189 2900357 388595 839930 1228525 4535189 0 2900357 1634832 2863357 0 2863357 388595 839930 1634832 X AMERICAN CIVIL LIBERTIES UNION POB 17148 PHOENIX AZ 85011 NONE PC charitable 155000 Archaelogy Southwest 300 N ASH ALLEY TUCSON AZ 85701 NONE PC charitable 15000 Arizona Land Water 2810 N ALVERNON WAY STE 600 TUCSON AZ 85712 NONE PC charitable 25000 Bright Prospect 1460 E HOLT AVE STE 74 POMONA CA 91767 NONE PC CHARITABLE 50000 Carleton College ONE N COLLEGE ST NORTHFIELD MN 55057 NONE PC CHARITABLE 250000 Casa de los Ninos 1120 N 5TH AVE TUCSON AZ 85705 NONE PC CHARITABLE 20000 Community Food Bank 3003 S COUNTRY CLUB RD TUCSON AZ 85713 NONE PC CHARITABLE 216667 Educational Enrightment Foundation 3809 E THIRD ST TUCSON AZ 85716 NONE PC CHARITABLE 25000 Emerge Center 2545 E ADAMS ST TUCSON AZ 85716 NONE PC CHARITABLE 15000 Habitat for Humanity 3501 N MOUNTAIN AVE TUCSON AZ 85719 NONE PC CHARITABLE 50000 Homicide Survivors INc 100 N STONE AVE STE 807 TUCSON AZ 85701 NONE PC CHARITABLE 30000 INTERFAITH COMMUNITY SERVICES 2820 W INA RD TUCSON AZ 85741 NONE PC CHARITABLE 25000 Literacy Connects 200 E YAVAPAI RD TUCSON AZ 85705 NONE PC CHARITABLE 300000 Old Pueblo Community Services 4501 E 5TH ST TUCSON AZ 85711 NONE PC CHARITABLE 25000 Our Family Services Inc 2590 N ALVERNON WAY TUCSON AZ 85712 NONE PC CHARITABLE 25000 Peer Health Exchange 70 GOLD ST SAN FRANCISCO CA 94133 NONE PC CHARITABLE 50000 Pima Library Foundation POB 13245 TUCSON AZ 85712 NONE PC CHARITABLE 7500 Salvation Army 1002 N MAINE AVE TUCSON AZ 85705 NONE PC CHARITABLE 62500 San Miguel High School 6601 S SAN FERNANDO TUCSON AZ 85756 NONE PC CHARITABLE 10000 Spondylitis Association of America 16360 ROSCOE BLVD STE 100 VAN NUYS CA 91406 NONE PC CHARITABLE 25000 St Phillips in the HIlls Parish POB 65840 TUCSON AZ 85728 NONE PC CHARITABLE 25000 TMC Foundation 5301 E GRANT RD TUCSON AZ 85712 NONE PC CHARITABLE 100000 TUCSON SYMPONY ORCHESTRA 2175 N SIXTH AVE TUCSON AZ 85705 NONE PC CHARITABLE 50000 Tucson Botanical Gardens 2015 N ALVERNON WAY TUCSON AZ 85712 NONE PC CHARITABLE 115000 Tucson Musuem of Art 140 N MAIN AVE TUCSON AZ 85701 NONE PC CHARITABLE 20000 UA Foundation POB 210109 TUCSON AZ 85721 NONE PC CHARITABLE 615000 University of Cinncinati Foundation POB 19970 CINCINNATI OH 45219 NONE PC CHARITABLE 145250 Vassar College 124 RAYMOND AVE BOX 14 POUGHKEEPSIE NY 12604 NONE PC CHARITABLE 50000 Westside Family Health Center 1711 OCEAN PARK BLVD SANTA MONICA CA 90405 NONE PC CHARITABLE 25000 Youth on their Own 1660 N ALVERNON WAY TUCSON AZ 85712 NONE PC CHARITABLE 25000 TIME FOR CHANGE FOUNDATION PO Box 25040 San Bernardino CA 92405 NONE PC CHARITABLE 100000 A NEW WAY OF LIFE PO Box 875288 Los Angeles CA 90087 PC CHARITABLE 100000 ANTI-RECIDIVISM 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90057 PC CHARITABLE 55000 INITIATE JUSTICE 1035 S GRAND AVE 100 LOS ANGELES CA 90015 PC CHARITABLE 50000 JOB PATH INC 256 W 38TH ST 2FL NEW YORK NY 10018 PC CHARITABLE 20000 MISSION ASSET FUND 3269 MISSION ST SAN FRANCISCO CA 94110 PC CHARITABLE 50000 PRO PUBLICA 155 AVE OF THE AMERICAS 13FL NEW YORK NY 10013 PC CHARITABLE 75000 WESTERN CENTER ON LAW AND POVERTY 3701 WILSHIRE BLVD 208 LOS ANGELES CA 90010 PC CHARITABLE 100000 YOUTH JUSTICE COALITION 7625 S CENTRAL AVE LOS ANGELES CA 90001 PC CHARITABLE 130000 FUND FOR SANTA BARBARA POB 90710 SANTA BARBARA CA 93190 NONE PC CHARITABLE 50000 HIGH COUNTRY NEWS PO BOX 1090 PAONIA CO 81428 NONE PC CHARITABLE 65000 IMAGO DEI MIDDLE SCHOOL PO BOX 3056 TUCSON AZ 85702 NONE PC CHARITABLE 10000 PARA LOS NINOS 5000 HOLLYWOOD BLVD LOS ANGELES CA 90027 NONE PC CHARITABLE 25000 PROGRAM FOR TORTURE VICTIMS 3550 WILSHIRE BLVD STE 1906 LOS ANGELES CA 90010 NONE PC CHARITABLE 50000 INTEGRATIVE TOUCH 7493 N ORACLE RD STE 123 TUCSON AZ 85704 NONE IT FAMILY CENTER 165000 SAGUARO CITY MUSIC THEATRE 10240 N VALLE DEL ORO ORO VALLEY AZ 85737 NONE UNRESTRICTED SUPPORT 57500 SOCIAL GOOD FUND INC 6641 AQUA VISTA CT RICHOND CA 94805 NONE CHARITABLE SUPPORT 50000 4364417 523000 71759 14 1323 523000 38510 14 847756 854280 ORDINARY INCOME K1S UBTI 523000 1 ORDINARY INCOMETHRU K-1S 523000 33177 1 OTHER INVESTMENT INCOME 523000 95536 14 PASSTHRU INCOME FM K1S 523000 ROYALTY INCOME THRU K1S 523000 4246 1 RRE INCOME K-1S 523000 -8176 1 WEXFORD PTNRS OFFSH CATAL 523000 -3976 1 WEXFORD SPECTRUM OFFSHORE 523000 22194 1 WEXFORD VPEP HLDGS 523000 -21812 1 231458 849079 854280 1934817 false false false false false false false false false false X X 1 DANIEL P KAUTZ 4605 N CAMPBELL AVE TUCSON AZ 85718 1600141 X ACCOUNTING & TAX PREP 20190 0 0 20190 fixed income securities 1617700 1493701 US EQUITIES 14766885 28021205 other assets 214451 320088 INT'L EQUITIES 9110634 10763027 MIXED ASSETS 6080098 7683591 1868866 1921578 OTHER INVESTMENTS AT COST 1721239 1721239 LEGAL 11838 0 0 11838 ANGELES DIRECT EQUITY FD 1 234843 265692 303493 ANGELES PRIVATE CREDIT FUND 1188944 1143587 1161209 ANGELES PRIVATE MARKET FUND 2 LP 2557202 2745184 4047720 ANGELES PRIVATE MARKET FUND 3 LP 1698918 1716230 2376652 ANGELES PRIVATE MARKET FUND 4 LP 942651 1180798 1511484 ANGELES PRIVATE MARKET FUND 5 LP 258554 ANGELES PRIVATE MARKET FUND LP 667844 668312 1072161 ANGELES PRIVATE MKT FUND 5 87767 215475 ANGELES REAL ASSET FD 1 47448 88333 95765 Rounding 1 WEXFORD OFFSHORE CATALYST FUND -772862 -778715 11677 WEXFORD PARTNERS 10, LP 178763 192964 95254 WEXFORD PARTNERS 9, LP 122241 103019 42081 WEXFORD PARTNERS VII, LP 31351 23995 14544 WEXFORD SPECTRUM OFFSHORE FUND -1151171 -1128977 53413 WEXFORD VPEP HOLDINGS CO 69464 26215 33937 K-1 NONDEDUCTIBLE EXPENSES 165323 non deductible penalties 276 Insurance 100 100 Office expense 297 297 OTHER EXPENSES THRU K-1S 31918 31918 Payroll fees 6844 6844 Registration fees NY 1500 1500 ORDINARY INCOMETHRU K-1S 33177 33177 OTHER INVESTMENT INCOME 95536 95536 ROYALTY INCOME THRU K1S 4246 4246 RRE INCOME K-1S -8176 -8176 WEXFORD PTNRS OFFSH CATAL -3976 -3976 WEXFORD SPECTRUM OFFSHORE 22194 22194 WEXFORD VPEP HLDGS -21812 -21812 K-1 TIMING DIFFERENCES NET 133438 RBC MANAGEMENT FEES 155955 155955 0 0 FEDERAL TAX 2.28.23 37672 37672 FOREIGN TAX PAID ON DIVIDENDS RBC 23766 23766 FOREIGN TAXES PAID THRU K-1S 3216 3216 NY TAX 02.28.23 250 250 payroll tax 8507 8507