ALLEN & ANITA KOHL CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN & ANITA KOHL CHARITABLE FOUNDATION INC (EIN 23-7211587)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202203119349102130
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T17:47:21-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 862079100 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNY YANG INOUYE CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2447 PACIFIC COAST HIGHWAY STE 200 | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237211587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN AND ANITA KOHL CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLE | BusinessNameControlTxt |
| Phone | 3102767300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11812 SAN VICENTE BLVD SUITE 510 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLEN D KOHL | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3102767300 | PhoneNum |
| Signature | 2022-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLEN | PersonFirstNm |
| Person Last | KOHL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY YANG INOUYE | PreparerPersonNm |
| PTIN | P00360108 | PTIN |
| Phone | 3107486651 | PhoneNum |
| Preparation | 2022-11-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,256,455 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $224,884 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $727,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $812,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $726,567 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$109,986 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$145,805 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $842,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $793,977 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $45,777 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $44,622 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,881 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42,693 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $159,946 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $146,953 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $252,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $234,268 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $619,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $619,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $872,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $234,268 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $619,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $559,709 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,847 | CashBOYAmt |
| Cash EOY | $255,775 | CashEOYAmt |
| Cash EOYFMV | $255,775 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $51,894 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $3,780 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $3,780 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $12,119,517 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,996,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,996,900 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,285,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,256,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,256,455 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,898,395 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,898,395 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,386,863 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,358,060 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,285,258 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,256,455 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,285,258 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,256,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,285,258 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,455 | OtherIncreasesAmt |
| Subtotal | $12,256,455 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,256,455 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| KFP K-1: ST CAPITAL GAINS | P | $245,626 | $245,626 | $245,626 | |
| KFP K-1: LT CAPITAL GAINS | P | $323,208 | $323,208 | $323,208 | |
| KFP K-1: SEC 1231 GAIN/LOSS | P | $40 | $40 | $40 | |
| KFP K-1: SEC 1256 CONTRACTS & STRADDLES | P | -$76,579 | -$76,579 | $76,579 | |
| NEA II K-1: ST CAPITAL GAINS | P | $49 | $49 | $49 | |
| NEA II K-1: LT CAPITAL GAINS | P | $401 | $401 | $401 | |
| ORION KFP II K-1: ST CAPITAL GAINS | P | $1,554 | $1,554 | $1,554 | |
| ORION KFP II K-1: LT CAPITAL GAINS | P | $217,771 | $217,771 | $217,771 | |
| ORION QPV IX K-1: LT CAPITAL GAINS | P | $14,497 | $14,497 | $14,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $726,567 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,780 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,780 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,780 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $2,193 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHANIE S COHEN | IndividualWithBooksNm |
| Phone | 3102767300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11812 SAN VICENTE BLVD SUITE 510 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALLEN D KOHL | ||||||||
| 11812 SAN VICENTE BLVD SUITE 510 | LOS ANGELES | CA | 90049 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DAVID J KOHL | ||||||||
| 11812 SAN VICENTE BLVD SUITE 510 | LOS ANGELES | CA | 90049 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| STEPHANIE S COHEN | ||||||||
| 11812 SAN VICENTE BLVD SUITE 510 | LOS ANGELES | CA | 90049 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $248,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,996,900 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,245,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,245,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,061,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $603,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $603,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,780 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,531 | IncomeTaxAmt |
| Total Tax | $10,311 | TotalTaxAmt |
| Distributable Before Adj | $592,775 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $592,775 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $592,775 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $619,795 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $619,795 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $592,775 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $22,644 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $22,644 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $619,795 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $592,775 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,020 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,664 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $49,664 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22,644 | ExcessFromYear3Amt |
| Excess From Current Year | $27,020 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABBY & DOUG BROWN FAMILY FOUNDATION | ||||||||
| 12100 WILSHIRE BLVD SUITE 1750 | LOS ANGELES | CA | 90025 | N/A | PF | GENERAL SUPPORT | $50,000 | |
| AMERICAN ENDOWMENT FNDNCOHEN FOUNDATION | ||||||||
| 5700 DARROW ROAD SUITE 118 | HUDSON | OH | 44236 | N/A | PF | GENERAL SUPPORT | $30,000 | |
| ANITA MANN KOHL CHARITABLE FOUNDATION | ||||||||
| 11812 SAN VICENTE BLVD SUITE 510 | LOS ANGELES | CA | 90049 | N/A | PF | GENERAL SUPPORT | $65,000 | |
| BW COUNTRY CLUB EMPLOYEE SCHOLARSHIP FUND | ||||||||
| 590 BURLINGAME AVE | LOS ANGELES | CA | 90049 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CENTER OF DANCE ARTS | ||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| CONCERN FOUNDATION | ||||||||
| 11111 WEST OLYMPIC BLVD SUITE 214 | LOS ANGELES | CA | 90064 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||||
| 8740 WASHINGTON BLVD | CULVER CITY | CA | 90232 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| GABRIELLA FOUNDATION | ||||||||
| 639 S COMMONWEALTH AVE SUITE B | LOS ANGELES | CA | 90005 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| GEORGE LOPEZ FOUNDATION | ||||||||
| 21731 VENTURA BLVD SUITE 300 | WOODLAND HILLS | CA | 90364 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HARMONY PROJECT | ||||||||
| PO BOX 34456 | LOS ANGELES | CA | 90034 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HILLCREST COUNTRY CLUB CHARITABLE FUND | ||||||||
| 10000 W PICO BLVD | LOS ANGELES | CA | 90064 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| HOLOCAUST MUSEUM LA | ||||||||
| 167 GRANVILLE AVE | LOS ANGELES | CA | 90049 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| J STREET EDUCATIONAL FUND | ||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| JVS SOCAL | ||||||||
| 6505 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| LA CANCER CHALLENGE | ||||||||
| 2990 SOUTH SEPULVEDA BLVD SUITE | LOS ANGELES | CA | 90064 | N/A | PC | GENERAL SUPPORT | $2,000 | 300C |
| MATTHEW SILVERMAN MEMORIAL FOUNDATION | ||||||||
| 324 SOUTH BEVERLY DR 411 | BEVERLY HILLS | CA | 90212 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| ONE DROP FOUNDATION | ||||||||
| 6775 EDMOND ST STE 300 | LAS VEGAS | NV | 89118 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| OUR HOUSE GRIEF SUPPORT CENTER | ||||||||
| 1663 SAWTELLE BLVD STE 300 | LOS ANGELES | CA | 90025 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SHARE INC | ||||||||
| 2031 S BENTLEY AVE 106 | LOS ANGELES | CA | 90025 | N/A | PC | GENERAL SUPPORT | $6,420 | |
| ST JOHN'S HEALTH CENTER | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| THE MICHELSON FOUNDATION INC | ||||||||
| C/O HARVEY ENGLANDER 52-600 VIA | LA QUINTA | CA | 92253 | N/A | PC | GENERAL SUPPORT | $10,000 | BELLAGIO |
| THE MUSIC CENTER | ||||||||
| PO BOX 849743 | LOS ANGELES | CA | 90084 | N/A | PC | GENERAL SUPPORT | $25,800 | |
| UCLA FOUNDATION | ||||||||
| PO BOX 7145 | PASADENA | CA | 91109 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| US BANK LOCKBOX 78807 | MILWAUKEE | WI | 53278 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| USC KAUFMAN SCHOOL OF DANCE | ||||||||
| 849 W 34TH STREET KDC 203 | LOS ANGELES | CA | 90089 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| VISTA DEL MAR FAMILY SERVICES | ||||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WILSHIRE BOULEVARD TEMPLE | ||||||||
| 3663 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | N/A | PC | GENERAL SUPPORT | $11,000 | |
| AMERICAN JEWISH UNIVERSITY | ||||||||
| 15600 MULHOLLAND AVE | LOS ANGELES | CA | 90077 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| BODYTRAFFIC | ||||||||
| 1171 S ROBERTSON BLVD 193 | LOS ANGELES | CA | 90035 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CEDARS-SINAI | ||||||||
| 8700 BEVERLY BLVD SUITE 241 | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CENTRAL SYNAGOGUE | ||||||||
| 123 EAST 55TH STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CROSSROADS SCHOOL | ||||||||
| 1714 21ST ST | SANTA MONICA | CA | 90404 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| DANCE DOWNTOWN LA INC (AKA LA DANCE PROJECT) | ||||||||
| 2245 E WASHINGTON BLVD | LOS ANGELES | CA | 90021 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HOMEAID (ORANGE COUNTY) | ||||||||
| 1130 N CITRUS STREET | ORANGE | CA | 92867 | N/A | PC | GENERAL SUPPORT | $1,250 | |
| JEWISH FEDERATION OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $250,000 | |
| LOS ANGELES JEWISH HOME | ||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| PBS SOCAL | ||||||||
| PO BOX 33816 | LOS ANGELES | CA | 90033 | N/A | PC | GENERAL SUPPORT | $250 | |
| RAPE FOUNDATION (THE) | ||||||||
| 1223 WILSHIRE BOULEVARD 410 | SANTA MONICA | CA | 90403 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1200 | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $619,720 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,669 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,215 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $601 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $726,567 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (19 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| KFP K-1: ORDINARY INCOME | 523000 | $6,001 | 01 | -$130,528 |
| KFP K-1: OTHER PORTFOLIO INCOME | 523000 | -$779 | 01 | -$262 |
| KFP K-1: OTHER INCOME (LOSS) | 523000 | -$3,896 | 01 | -$31,891 |
| KFP K-1: OTHER RENTAL INCOME(LOSS) | 523000 | 16 | $235 | |
| KFP K-1: RENTAL LOSS | 523000 | $309 | 16 | $445 |
| KFP K-1: ROYALTY INCOME | 523000 | $105 | 15 | $1,858 |
| KFP K-1: CANCELLATION OF DEBT INCOME | 523000 | $0 | 01 | $5 |
| ORION KFP II K-1: CANCELLATION OF DEBT INCOME | 523000 | $0 | 01 | $13 |
| ORION KFP II K-1: ORDINARY INCOME | 523000 | $13,642 | 01 | -$3,053 |
| ORION KFP II K-1: OTHER INCOME | 523000 | $193 | 01 | -$4,994 |
| ORION KFP II K-1: OTHER PORTFOLIO INCOME | 523000 | $7 | 01 | $20,977 |
| ORION KFP II K-1: OTHER RENTAL INCOME | 523000 | 16 | $558 | |
| ORION KFP II K-1: RENTAL GAIN(LOSS) | 523000 | $649 | 16 | $39 |
| ORION KFP II K-1: ROYALTY INCOME | 523000 | $102 | 15 | $793 |
| ORION KFP II K-1: UBTI OTHER PORTFOLIO INCOME | 523000 | $0 | ||
| ORION KFP II K-1: OTHER TAX EXEMPT INCOME | $916 | |||
| KFP K-1: OTHER TAX EXEMPT INCOME | $1,198 | |||
| KFP K-1: TAX-EXEMPT INTEREST INCOME | 14 | $17,372 | ||
| KFP K-1: NON TAXABLE INCOME | 01 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $28,603 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $813,463 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $842,066 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| ANITA MANN KOHL CHARITABLE FOUNDATION | ||||||||||
| 11812 SAN VICENTE BLVD SUITE 510 | LOS ANGELES | CA | 90049 | 2021-04-08 | $65,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | NO | 06/30/22 | 2022-07-01 | VERIFICATION CONFIRMED THAT $65,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| ABBY & DOUG BROWN FAMILY FOUNDATION | ||||||||||
| 12100 WILSHIRE BLVD SUITE 1750 | LOS ANGELES | CA | 90025 | 2021-12-23 | $50,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | NO | 06/30/22 | 2022-07-01 | VERIFICATION CONFIRMED THAT $50,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| KFP K-1: UBTI ST CAPITAL GAINS | PURCHASED | $8 | COST | $0 | $8 | |
| KFP K-1: UBTI LT CAPITAL GAINS | PURCHASED | $3,019 | COST | $0 | $3,019 | |
| KFP K-1: UBTI SEC 1231 GAIN/LOSS | PURCHASED | COST | $0 | -$73 | $73 | |
| KFP K-1: UBTI SEC 1256 CONTRACTS & SADDLEE | PURCHASED | COST | $0 | -$9,032 | $9,032 | |
| ORION KFP II K-1: UTBI LT CAPITAL LOSS | PURCHASED | $6,728 | COST | $0 | $6,728 | |
| ORION KFP II K-1: UBTI SEC 1231 GAIN/LOSS | PURCHASED | COST | $0 | -$49 | $49 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KOHL FOUNDATION PARTNERS | FMV | $10,708,387 | $10,708,387 |
| NEW ENTERPRISE ASSOCIATES 11 | FMV | $42,793 | $42,793 |
| ORION KF PARTNERS II, LP | FMV | $1,105,683 | $1,105,683 |
| ORION QP VENTURES IX, LP | FMV | $140,037 | $140,037 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KFP K-1: ROYALTY INCOME DEDUCTION | $363 | $361 | $0 |
| KFP K-1: SEC 59(E)(2) EXPENDITURES | $1,223 | $664 | $0 |
| KFP K-1: PORTFOLIO DEDUCTIONS (OTHER) | $605 | $605 | $0 |
| KFP K-1: OTHER DEDUCTIONS | $118,270 | $107,804 | $0 |
| KFP K-1: NONDEDUCTIBLE EXPENSE | $95 | $0 | $0 |
| NEA 11 K-1: OTHER DEDUCTIONS | $17 | $17 | $0 |
| ORION KFP II K-1: ROYALTY INCOME DEDUCTION | $349 | $344 | $0 |
| ORION KFP II K-1: SEC 59(E)(2) EXPENDITURES | $2,715 | $1,392 | $0 |
| ORION KFP II K-1: PORTFOLIO DEDUCTIONS (OTHER) | $493 | $493 | $0 |
| ORION KFP II K-1: OTHER DEDUCTIONS | $29,377 | $29,038 | $0 |
| ORION KFP II K-1: NON DEDUCTIBLE EXPENSE | $204 | $0 | $0 |
| ORION QPV IX K-1: PORTFOLIO DEDUCTIONS (OTHER) | $385 | $385 | $0 |
| ORION QPV IX K-1: OTHER DEDUCTIONS | $5,347 | $5,347 | $0 |
| FILING FEE | $497 | $497 | $0 |
| KFP K-1: CHARITABLE CONTRIBUTION | $2 | $2 | $0 |
| ORION KFP II: CHARITABLE CONTRIBUTION | $4 | $4 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| KFP K-1: ORDINARY INCOME | -$124,527 | -$130,528 | -$124,527 |
| KFP K-1: OTHER PORTFOLIO INCOME | -$1,041 | -$262 | -$1,041 |
| KFP K-1: OTHER INCOME (LOSS) | -$35,787 | -$31,891 | -$35,787 |
| KFP K-1: OTHER RENTAL INCOME(LOSS) | $235 | $235 | $235 |
| KFP K-1: RENTAL LOSS | $754 | $445 | $754 |
| KFP K-1: ROYALTY INCOME | $1,963 | $1,858 | $1,963 |
| KFP K-1: CANCELLATION OF DEBT INCOME | $5 | $5 | $5 |
| ORION KFP II K-1: CANCELLATION OF DEBT INCOME | $13 | $13 | $13 |
| ORION KFP II K-1: ORDINARY INCOME | $10,589 | -$3,053 | $10,589 |
| ORION KFP II K-1: OTHER INCOME | -$4,801 | -$4,994 | -$4,801 |
| ORION KFP II K-1: OTHER PORTFOLIO INCOME | $20,984 | $20,977 | $20,984 |
| ORION KFP II K-1: OTHER RENTAL INCOME | $558 | $558 | $558 |
| ORION KFP II K-1: RENTAL GAIN(LOSS) | $688 | $39 | $688 |
| ORION KFP II K-1: ROYALTY INCOME | $895 | $793 | $895 |
| ORION KFP II K-1: OTHER TAX EXEMPT INCOME | $916 | $916 | |
| KFP K-1: OTHER TAX EXEMPT INCOME | $1,198 | $1,198 | |
| KFP K-1: TAX-EXEMPT INTEREST INCOME | $17,372 | $17,372 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FROM PASS-THRU ENTITIES | Desc |
| Amt | $1,455 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KFP K-1: FOREIGN TAXES | $16,761 | $16,605 | $0 |
| ORION KFP II K-1: FOREIGN TAXES | $26,289 | $26,084 | $0 |
| FEDERAL TAXES | $3,510 | $0 | $0 |
| CA TAXES | $242 | $0 | $0 |
| CA FILING FEES | $75 | $0 | $75 |
| NEA 11 K-1: FOREIGN TAXES | $4 | $4 | $0 |
Comments