Civic Intelligence

Kuzma Foundation

990PF • Fiscal year 2023 • EIN 85-4202256

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 03, 2024

Organization Profile
5712 Simmons StreetHouston, TX 77005

(832) 678-2412

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-44%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$30,407,418

Up $6,272,471 (+26%) from 2022

Net Assets

Up

$30,407,418

Up $6,272,471 (+26%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin96th percentile

Revenue

Down

$7,251,157

Down $5,703,871 (-44%) from 2022

Expenses

Up

$1,098,398

Up $438,816 (+67%) from 2022

Net Income

Down

$6,152,759

Down $6,142,687 (-50%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2020: $2,130,946Liabilities 2020: $02020Assets 2021: $11,839,639Liabilities 2021: $1Net Assets 2021: $11,839,6392021Assets 2022: $24,134,947Liabilities 2022: $1Net Assets 2022: $24,134,9472022Assets 2023: $30,407,418Liabilities 2023: $0Net Assets 2023: $30,407,4182023Assets 2024: $34,450,213Liabilities 2024: $0Net Assets 2024: $34,450,2132024

Highlighted filing

2023

Assets$30,407,418
Liabilities$0
Net Assets$30,407,418
Open 2023 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0Revenue 2020: $2,088,500Expenses 2020: $0Net Income 2020: $2,088,5002020Revenue 2021: $10,307,921Expenses 2021: $116,719Net Income 2021: $10,191,2022021Revenue 2022: $12,955,028Expenses 2022: $659,582Net Income 2022: $12,295,4462022Revenue 2023: $7,251,157Expenses 2023: $1,098,398Net Income 2023: $6,152,7592023Revenue 2024: $5,966,363Expenses 2024: $1,970,759Net Income 2024: $3,995,6042024

Highlighted filing

2023

Revenue$7,251,157
Expenses$1,098,398
Net Income$6,152,759
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 3, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian L KuzmaTrusteePT$0--
Jennifer M KuzmaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kuzma Foundation
EIN
85-4202256
Phone
8326782412
Address
5712 Simmons Street, Houston, TX 77005

Signing Officer

Name
Brian L Kuzma
Title
Trustee
Signed
2024-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Cantrell & Cantrell PLLC
Address
3700 Buffalo Speedway Suite 1000, Houston, TX 77098
Preparer
Carol Cantrell CPA JD
Phone
7133330555
Raw XML Appendix298 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CashDistributionExplnStmt/ExplanationTxt0The Foundation plans to add three key personnel in 2024 to expand its Smart Families program. Their salaries will range from $60k-100k, for a total cost of $250,000 in 2024. The project will not be completed before the end of 2023. See attached for a statement showing the distributable amounts and actual payments made in cash under Sec. 4942(d) for the foundation's start-up and full-payment periods. These new employees will allow the Foundation to add 18 schools to its program, for a total of 40-50 schools. Smart Families develops programs for school communities free of charge to educate, empower, and affirm community members to adopt new community norms around technology usage. These personnel are all college educated and will organize parents, students, administrators, and teachers to work together and make presentations on human neuroscience, how technology manipulates our physiology, and explains the dangers to human health and safety.
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0224180
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0674714
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02500000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0878527
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0878527
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0878527
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06152759
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt0230133
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0230133
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0609760
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0609760
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0609760
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0230133
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt06797
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06797
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt06797
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06797
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03038690
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04444020
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01569826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt057978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt057978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt057978
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0224180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0224180
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0224180
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt012229
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt012229
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0128776
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03282293
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0307137
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0681511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0307137
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01098398
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04751157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07251157
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0307137
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0307137
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0423684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03038690
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01569826
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06152759
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0119712
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt030407418
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024134947
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt030407418
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01223148
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01223148
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01223148
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01284920
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt061772
IRS990PF/DistributableAmountGrp/TotalTaxAmt061772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt033228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt055000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt061772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt033228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt061772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt061772
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt095000
IRS990PF/FMVAssetsEOYAmt030407418
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt021360598
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt028531599
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt028531599
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt024134947
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt030407418
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02774349
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01875819
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01875819
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024134947
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt030407418
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt030407418
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024134947
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt026089750
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt026089750
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0391346
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01284920
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt025698404
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt026089750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Brian L Kuzma
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jennifer M Kuzma
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05712 Simmons Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15712 Simmons Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Houston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd177005
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0681511
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0931511
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt0250000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Houston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077005
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Brian Kuzma
IRS990PF/StatementsRegardingActyGrp/PhoneNum08326782412
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Kuzma Foundation
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08326782412
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt05712 Simmons Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd077005
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Brian L Kuzma
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Jennifer M Kuzma
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3204714
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4See attached purpose statement for set-aside
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0St Vincent dePaul Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Jennifer and Brian Kuzma Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2St Vincent dePaul School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Smart Families
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4St Vincent dePaul Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Owner of DAF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06800 Buffalo Speedway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15712 Simmons Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26802 Buffalo Speedway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33773 Richmond Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46800 Buffalo Speedway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377046
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477025
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0Brian L Kuzma
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm1Jennifer M Kuzma
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0724714
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0179127
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0752384
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01223148
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0931511
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01044021
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0752384
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt06797
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06797
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt06797
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt06797
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt057978
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Thomist Fund Box 13ZZ-Trader Deductions
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt057978
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt057978
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0224180
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0224180
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0224180
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0119712
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Book/Tax Difference-Thomist K-1
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt012229
TaxesSchedule/TaxesDetail/Amt0116547
TaxesSchedule/TaxesDetail/Amt112229
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes withheld
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt012229
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Brian L Kuzma
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kuzma Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KUZM
ReturnHeader/Filer/EIN0854202256
ReturnHeader/Filer/PhoneNum08326782412
ReturnHeader/Filer/USAddress/AddressLine1Txt05712 Simmons Street
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077005
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452406032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cantrell & Cantrell PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03700 Buffalo Speedway Suite 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077098
ReturnHeader/PreparerPersonGrp/PhoneNum07133330555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Carol Cantrell CPA JD
ReturnHeader/ReturnTs02024-10-03T13:45:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,407,418
Liabilities
$0
Net assets
$30,407,418
Revenue
$7,251,157
Expenses
$1,098,398
Net income
$6,152,759
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.5$0.00$34.5$5.97$1.97$4.00
2023Detailed filing. Detailed filing data is available for this year.$30.4$0.00$30.4$7.25$1.10$6.15
2022Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$13.0$0.66$12.3
2021Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$10.3$0.12$10.2
2020Summary only. Only limited summary data is available for this year.$2.13$0.00$2.09$0.00$2.09