Nonprofit · EIN 06-6418644
ERNST W & AGNES W KAULBACH CHARITABLE TR INDENTURE
Also known as KAULBACH ERNEST W & A S FELIS TTEE
Tax-exempt · PALM BCH GDNS, FL 33420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $191,053 | $180,989 | $10,064 | $1,521,370 | $289,222 | $1,232,148 |
| August 31, 2024 | 990-PF | $118,919 | $164,077 | -$45,158 | $1,519,034 | $293,006 | $1,226,028 |
| August 31, 2023 | 990-PF | $102,375 | $170,823 | -$68,448 | $1,573,887 | $301,088 | $1,272,799 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $83,621
- Interest
- $301
- Net gain from sales of assets
- $78,874
- Other income
- $28,257
Expenses
- Grants and similar amounts paid
- $135,235
- Compensation of officers, directors and key employees
- $33,000
- Disbursements for charitable purposes
- $139,752
- Excise tax on investment income
- $2,541
Balance sheet and other
- Total assets, start of year
- $1,519,034
- Total assets, end of year
- $1,521,370
- Total liabilities, end of year
- $289,222
- Net assets, end of year
- $1,232,148
- Fair market value of assets
- $2,812,318
- Qualifying distributions
- $139,752
- Net investment income
- $191,053
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTIN FELIS PO BOX 32756, PALM BEACH GARDENS, FL 33420 | TRUSTEE | 0 | $33,000 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTIN FELIS PO BOX 32756, PALM BEACH GARDENS, FL 33420 | TRUSTEE | 0 | $33,000 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUSTIN FELIS PO BOX 32756, PALM BEACH GARDENS, FL 33420 | TRUSTEE | 10 | $33,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 32756, PALM BCH GDNS, FL 33420-2756
- In care of
- % AUSTIN S FELIS
- Signed the 990-PF
- AUSTIN FELIS, TRUSTEE
- Phone
- (802) 238-8824
- Return prepared by
- MISASI & MISASI
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 06-6418644
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20I)
- Assets (IRS master file)
- $1,521,370
- Income (IRS master file)
- $224,629
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $191,053 | $180,989 | $1,521,370 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990-PF | August 2024 | $118,919 | $164,077 | $1,519,034 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990-PF | August 2023 | $102,375 | $170,823 | $1,573,887 | XML |
| 990-T | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6418644).
Questions about ERNST W & AGNES W KAULBACH CHARITABLE TR INDENTURE
- What is the EIN of ERNST W & AGNES W KAULBACH CHARITABLE TR INDENTURE?
- The employer identification number (EIN) of ERNST W & AGNES W KAULBACH CHARITABLE TR INDENTURE is 06-6418644.
- Is ERNST W & AGNES W KAULBACH CHARITABLE TR INDENTURE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ERNST W & AGNES W KAULBACH CHARITABLE TR INDENTURE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ERNST W & AGNES W KAULBACH CHARITABLE TR INDENTURE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ERNST W & AGNES W KAULBACH CHARITABLE TR INDENTURE due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ERNST W & AGNES W KAULBACH CHARITABLE TR INDENTURE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of ERNST W & AGNES W KAULBACH CHARITABLE TR INDENTURE?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $33,000 (AUSTIN FELIS, TRUSTEE).
- How much revenue does ERNST W & AGNES W KAULBACH CHARITABLE TR INDENTURE have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $191,053, expenses of $180,989 and total assets of $1,521,370 at year end.
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All nonprofits in PALM BCH GDNS · Florida · Philanthropy, voluntarism and grantmaking foundations