Ernst W & Agnes W Kaulbach Charitable Tr Indenture

Kaulbach Ernest W & A S Felis Ttee

Palm Bch Gdns, FL
Tax-exempt since May 1996
EIN: 06-6418644

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$119k (2024)

Expenses

$164k (2024)

Total Assets

$1.52M (2024)

Total Liabilities

$293k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Revenue

$118,919

Expenses

$164,077

Net Income

-$45,158

Net Assets

$1,226,028

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$289	0.2%
Dividends	$79,907	67.2%
Sales of Assets	$23,453	19.7%
Other Income	$15,270	12.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,086	76.8%
Compensation of Officers*	$33,000	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,519,034
Total Liabilities	$293,006
Net Assets	$1,226,028

Compensation

Key Employees and Officers	Compensation	Other
Austin Felis (Trustee)	$33,000	$0

990-PF

Filed on Jan. 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$102,375

Expenses

$170,823

Net Income

-$68,448

Net Assets

$1,272,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$197	0.2%
Dividends	$81,401	79.5%
Sales of Assets	$20,597	20.1%
Other Income	$180	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,441	78.7%
Compensation of Officers*	$33,000	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,573,887
Total Liabilities	$301,088
Net Assets	$1,272,799

Compensation

Key Employees and Officers	Compensation	Other
Austin Felis (Trustee)	$33,000	$0

990-PF

Filed on Feb. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2021

Revenue

$79,794

Expenses

$195,817

Net Income

-$116,023

Net Assets

$1,428,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$412	0.5%
Dividends	$77,968	97.7%
Sales of Assets	-$436
Other Income	$1,850	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,029	80.2%
Compensation of Officers*	$32,000	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,691,002
Total Liabilities	$262,870
Net Assets	$1,428,132

Compensation

Key Employees and Officers	Compensation	Other
Austin Felis (Trustee)	$32,000	$0

990-PF

Filed on Jan. 19, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2020

Revenue

$85,599

Expenses

$181,985

Net Income

-$96,386

Net Assets

$1,544,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,616	> 100%
Sales of Assets	$0
Other Income	-$3,707

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,626	83.9%
Compensation of Officers*	$32,000	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,753,327
Total Liabilities	$209,172
Net Assets	$1,544,155

Compensation

Key Employees and Officers	Compensation	Other
Austin Felis (Trustee)	$32,000	$0

990-PF

Filed on Feb. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2019

Revenue

$106,562

Expenses

$231,120

Net Income

-$124,558

Net Assets

$1,640,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,976	86.3%
Sales of Assets	$14,180	13.3%
Other Income	$406	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$203,128	87.9%
Compensation of Officers*	$30,000	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,846,899
Total Liabilities	$206,267
Net Assets	$1,640,632

Compensation

Key Employees and Officers	Compensation	Other
Austin Felis (Trustee)	$30,000	$0

990-PF

Filed on Dec. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2018

Revenue

$122,885

Expenses

$236,106

Net Income

-$113,221

Net Assets

$1,765,190

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$111,878	91.0%
Sales of Assets	-$2,545
Other Income	$13,552	11.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,938	91.5%
Compensation of Officers*	$31,378	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,909,196
Total Liabilities	$144,006
Net Assets	$1,765,190

Compensation

Key Employees and Officers	Compensation	Other
Austin Felis (Trustee)	$31,378	$0

990-PF

Filed on Jan. 28, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2017

Revenue

$128,844

Expenses

$223,634

Net Income

-$94,790

Net Assets

$1,878,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,249	93.3%
Sales of Assets	-$1,840
Other Income	$10,435	8.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$204,637	91.5%
Compensation of Officers*	$29,410	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,028,979
Total Liabilities	$150,563
Net Assets	$1,878,416

Compensation

Key Employees and Officers	Compensation	Other
Austin Felis (Trustee)	$29,410	$0

990-PF

Filed on Feb. 11, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2016

Revenue

$139,444

Expenses

$247,174

Net Income

-$107,730

Net Assets

$1,973,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$128,283	92.0%
Sales of Assets	$576	0.4%
Other Income	$10,585	7.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,567	90.4%
Compensation of Officers*	$33,799	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,123,211
Total Liabilities	$150,005
Net Assets	$1,973,206

Compensation

Key Employees and Officers	Compensation	Other
Austin Felis (Trustee)	$33,799	$0

990-PF

Filed on Dec. 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2015

Revenue

$144,533

Expenses

$266,897

Net Income

-$122,364

Net Assets

$2,083,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$138,027	95.5%
Sales of Assets	$3,595	2.5%
Other Income	$2,911	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$226,651	84.9%
Compensation of Officers*	$34,633	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,235,745
Total Liabilities	$152,332
Net Assets	$2,083,413

Compensation

Key Employees and Officers	Compensation	Other
Austin Felis (Trustee)	$34,633	$0

990-PF

Filed on Dec. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2014

Revenue

$137,733

Expenses

$186,789

Net Income

-$49,056

Net Assets

$2,205,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,267	16.9%
Dividends	$110,516	80.2%
Sales of Assets	$1,947	1.4%
Other Income	$2,003	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,500	79.5%
Compensation of Officers*	$32,173	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,348,702
Total Liabilities	$142,925
Net Assets	$2,205,777

Compensation

Key Employees and Officers	Compensation	Other
Austin Felis (Trustee)	$32,173	$0

990-PF

Filed on Nov. 3, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2013

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Aug.
2012

Revenue

$135,492

Expenses

$174,487

Net Income

-$38,995

Net Assets

$2,310,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,228	26.7%
Dividends	$110,515	81.6%
Sales of Assets	$52	0.0%
Other Income	-$11,303

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,500	85.1%
Compensation of Officers*	$21,562	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,409,272
Total Liabilities	$98,362
Net Assets	$2,310,910

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$124,895

Expenses

$154,092

Net Income

-$29,197

Net Assets

$2,349,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$140,244	> 100%
Sales of Assets	$0
Other Income	-$15,351

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,440	82.7%
Compensation of Officers*	$21,910	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,450,964
Total Liabilities	$101,059
Net Assets	$2,349,905

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated January 26, 2026

Ernst W & Agnes W Kaulbach Charitable Tr Indenture

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $119k (2024)

Expenses $164k (2024)

Total Assets $1.52M (2024)

Total Liabilities $293k (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

No Extracted Financial Data

Document Links

990-T

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$119k (2024)

Expenses

$164k (2024)

Total Assets

$1.52M (2024)

Total Liabilities

$293k (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001