KOHL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KOHL FOUNDATION (EIN 36-3214720)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-06-10
- IRS object ID
- 202101619349100715
- Schema version
- 2019v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-10T12:01:44-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N DALLAS PKWY 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363214720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOHL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOHL | BusinessNameControlTxt |
| Phone | 8077566991 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 STATE HIGHWAY 360 | AddressLine1Txt |
| City | GRAPEVINE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76051 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE F KOHL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8077566991 | PhoneNum |
| Signature | 2021-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY M GILLETTE | PreparerPersonNm |
| PTIN | P00548846 | PTIN |
| Phone | 9726611843 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $28,058,320 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $49,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,623 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,623 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,253,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,253,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$112,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,358,495 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,192,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,255,083 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $229,307 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,299 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $211,008 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $211,017 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,839 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $194,178 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $88,254 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,043 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $81,211 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $202 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,368 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,827 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,202 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,202 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $831 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $831 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $133,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125,768 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $304 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $2,123 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $169 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,954 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,677 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,301 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $773,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $245,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $520,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $978,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $978,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,752,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $245,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,499,481 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$559,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,009,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,352 | CashBOYAmt |
| Cash EOY | $3,567 | CashEOYAmt |
| Cash EOYFMV | $3,567 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $618,131 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $460,441 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $460,441 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,119,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,710,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,593,947 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $31,155 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $30,790 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $669 | LandBOYAmt |
| Land EOY | $365 | LandEOYAmt |
| Land EOYFMV | $365 | LandEOYFMVAmt |
| Total Assets BOY | $22,741,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,174,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,058,320 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $426,856 | CapitalStockBOYAmt |
| Capital Stock EOY | $426,856 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $22,315,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,747,608 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,741,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,174,464 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,741,869 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,174,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,741,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$559,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,182,113 | SubtotalAmt |
| Other Decreases | $7,649 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,174,464 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2018-12-31 | 2020-11-01 | $2,926,186 | $2,525,917 | $400,269 | $400,269 |
| 90,000 SHS STARHILL GLOBAL | P | 2010-10-14 | 2020-09-09 | $29,461 | $42,413 | -$12,952 | -$12,952 |
| 8,619 SHS CITY LODGE HOTELS | P | 2008-07-28 | 2020-07-10 | $10,391 | $52,730 | -$42,339 | -$42,339 |
| 63,000 SHS TRANSPACO | P | 2013-03-07 | 2020-08-17 | $45,625 | $111,633 | -$66,008 | -$66,008 |
| 57,300 SHS SCHRODER REIT | P | 2019-12-20 | 2020-07-03 | $23,248 | $43,245 | -$19,997 | -$19,997 |
| 4,700 SHS SATS LTD (SGD CURRENCY) | P | 2010-10-14 | 2020-07-21 | $97,409 | $105,918 | -$8,509 | -$8,509 |
| 3,400 SHS CORBY SPIRIT | P | 2006-06-12 | 2020-02-07 | $36,233 | $64,493 | -$28,260 | -$28,260 |
| 3,200 SHS EUROCOMMERICAL PPTYS | P | 2019-06-05 | 2020-10-23 | $36,432 | $85,079 | -$48,647 | -$48,647 |
| 250,000 SHS LE SAUNDA HOLDINGS | P | 2019-03-19 | 2020-06-05 | $15,247 | $26,522 | -$11,275 | -$11,275 |
| 25,137 SHS HYPROP INVESTMENT | P | 2020-07-10 | 2020-10-21 | $27,436 | $32,796 | -$5,360 | -$5,360 |
| 246,900 SHS FIRST REIT (SGD CURRENCY) | P | 2015-02-24 | 2020-06-26 | $123,715 | $234,618 | -$110,903 | -$110,903 |
| 22,910 SHS DREAM GLOBAL REIT | P | 2017-12-05 | 2019-12-16 | $247,331 | $214,884 | $32,447 | $32,447 |
| 180,000 SHS HUTCHISON PORT | P | 2011-09-13 | 2020-08-18 | $17,304 | $44,031 | -$26,727 | -$26,727 |
| 18,965 SHS NORTHVIEW APT REIT TO CANADIAN APT REIT | P | 2015-04-08 | 2020-11-10 | $318,364 | $392,738 | -$74,374 | -$74,374 |
| 18,800 SHS ADELAIDE BRIGHTON | P | 2010-10-15 | 2020-03-13 | $26,841 | $65,621 | -$38,780 | -$38,780 |
| 16,000 SHS CLP HOLDINGS | P | 2006-04-04 | 2020-03-11 | $165,066 | $105,639 | $59,427 | $59,427 |
| 146,000 SHS ANHUI EXPRESSWAY | P | 2010-09-28 | 2020-07-24 | $70,559 | $93,437 | -$22,878 | -$22,878 |
| 125,000 SHS SCHRODER REIT | P | 2006-05-04 | 2020-07-03 | $50,716 | $93,269 | -$42,553 | -$42,553 |
| 11,777 SHS HYPROP INVESTMENT | P | 2019-08-22 | 2020-08-17 | $12,854 | $53,382 | -$40,528 | -$40,528 |
| 11,087 SHS HYPROP INVESTMENT | P | 2010-09-23 | 2020-08-17 | $12,101 | $82,484 | -$70,383 | -$70,383 |
| CAPITAL GAINS DIVIDENDS | P | $65,976 | $65,976 | $65,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$112,354 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,641,154 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,316,939 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052405 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,807,663 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,063,863 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,552,789 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,341,028 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046573 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,475,939 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,712,910 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048056 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,274,117 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,489,758 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041788 | DistributionYr5Rt |
| Total Distribution | 0.243494 | TotalDistributionRt |
| Average Distribution | 0.048699 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,122,919 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,320,859 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,330,958 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,499,481 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $127 | EsPenaltyAmt |
| Overpayment | $7,274 | OverpaymentAmt |
| Applied To ES Tax | $7,274 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WOODLAND INVESTMENT CO | IndividualWithBooksNm |
| Phone | 8177566990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 STATE HIGHWAY 360 | AddressLine1Txt |
| City | GRAPEVINE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | SZ | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | 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 |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| NICOLE F KOHL | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CAROLINE KOHL | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | VICE PRESIDENT/DIRECTOR | 37.50 | $107,000 | $6,420 | $0 |
| MARIAN K BRISCOE | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | VICE PRESIDENT/DIRECTOR | 20.00 | $56,286 | $3,377 | $0 |
| ATLEE KOHL | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | TREASURER/DIRECTOR | 10.00 | $0 | $0 | $0 |
| CLAYTON KOHL | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | VICE PRESIDENT/DIRECTOR | 5.00 | $0 | $0 | $0 |
| SHELLY CATES | ||||||||
| 4400 STATE HIGHWAY 360 | GRAPEVINE | TX | 76051 | ASST TREASURER | 18.75 | $66,021 | $2,976 | $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 | $26,902,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $633,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,535,958 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,535,958 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $413,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,122,919 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,356,146 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,356,146 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,099 | TotalTaxAmt |
| Distributable Before Adj | $1,346,047 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,346,047 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,346,047 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,499,481 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,499,481 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,099 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,489,382 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,346,047 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $773,426 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,499,481 | QualifyingDistributionsAmt |
| Applied To Year1 | $773,426 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $726,055 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $619,992 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NICOLE F KOHL | ContributingManagerNm |
| Contributing Manager | ATLEE KOHL | ContributingManagerNm |
| Contributing Manager | CLAYTON KOHL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AUSTIN STREET SHELTER | |||||||||||||
| PO BOX 710729 | DALLAS | TX | 75371 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| BARUCH HASHEM SYNOGOGUE | |||||||||||||
| 304 BELTLINE ROAD | DALLAS | TX | 75254 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| BAYLOR SCOTT AND WHITE DALLAS FOUNDATION | |||||||||||||
| 3600 GASTON AVE SUITE 100 | DALLAS | TX | 752461800 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| BREAD BASKET MINSTRIES | |||||||||||||
| PO BOX 244 | FORT WORTH | TX | 76101 | NONE | 501(C)(3) | GENERAL SUPPORT | $23,000 | ||||||
| CHI ALPHA CHRISTIAN FELLOWSHIP | |||||||||||||
| 3728 W CHESTNUT EXPRESSWAY | SPRINGFIELD | MO | 65802 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | ||||||
| CHRIST FOR THE NATIONS | |||||||||||||
| PO BOX 769000 | DALLAS | TX | 75376 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,000 | ||||||
| CHRISTIAN COMMUNITY ACTION | |||||||||||||
| 200 SOUTH MILL STREET | LEWISVILLE | TX | 75057 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | ||||||
| CHRISTIAN FREEDOM INTERNATIONAL | |||||||||||||
| PO BOX 535 | FRONT ROYAL | VA | 226300535 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| COMPASSION INTERNATIONAL | |||||||||||||
| 11290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| CORRIE TEN BOOM FELLOWSHIP | |||||||||||||
| PO BOX 30000 | PHOENIX | AZ | 85046 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | ||||||
| COVENANT CHRISTIAN ACADEMY | |||||||||||||
| 901 CHEEK SPARGER ROAD | COLLEYVILLE | TX | 76034 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| CRYSTAL CHARITY | |||||||||||||
| 3838 OAK LAWN AVE L150 | DALLAS | TX | 75219 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | ||||||
| DALLAS ARBORETUM | |||||||||||||
| 8617 GARLAND ROAD | DALLAS | TX | 752184332 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 | ||||||
| DALLAS SYMPHONY ORCHESTRA | |||||||||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | NONE | 501(C)(3) | GENERAL SUPPORT | $35,000 | ||||||
| DALLAS ZOOLOGICAL SOCIETY | |||||||||||||
| 650 SO RL THORNTON FRWY | DALLAS | TX | 752033013 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| EAST TEXAS ARBORETUM | |||||||||||||
| 1601 PATTERSON RD | ATHENS | TX | 75751 | NONE | 501(C)(3) | GENERAL SUPPORT | $12,000 | ||||||
| EAST TEXAS FOOD BANK | |||||||||||||
| PO BOX 6974 | TYLER | TX | 75711 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | ||||||
| ECHO | |||||||||||||
| 17391 DURRANCE ROAD | NORTH FORT MEYERS | FL | 33917 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | ||||||
| EQUEST | |||||||||||||
| PO BOX 192747 | DALLAS | TX | 75219 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | ||||||
| EUROPEAN INITIATIVE | |||||||||||||
| PO BOX 772 | COLLEYVILLE | TX | 76034 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,000 | ||||||
| FIRST LIBERTY INSTITUTE | |||||||||||||
| 2001 W PLANO PKWY SUITE 1600 | PLANO | TX | 75075 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| FOCUS ON THE FAMILY | |||||||||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| FORT WORTH ZOO | |||||||||||||
| 1989 COLONIAL PKWY | FORT WORTH | TX | 76110 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| GRACE | |||||||||||||
| PO BOX 412 | GRAPEVINE | TX | 76099 | NONE | 501(C)(3) | GENERAL SUPPORT | $30,000 | ||||||
| GATEWAY CHURCH | |||||||||||||
| 500 S NOLEN DR STE 300 | SOUTHLAKE | TX | 76092 | NONE | 501(C)(3) | GENERAL SUPPORT | $69,800 | ||||||
| GATEWAY CHURCH SCOTTSDALE | |||||||||||||
| 8110 E CACTUS RD STE 100 | SCOTTSDALE | AZ | 85260 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| GENESIS WOMEN'S SHELTER | |||||||||||||
| 4411 LEMMON AVE STE 201 | DALLAS | TX | 75219 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| GOOD HOPE COUNTRY DAY SCHOOL | |||||||||||||
| NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | 51 ESTATE CONCORDIA | KINGSHILL | VIRGIN ISLANDS | VQ | 00850-9889 | |||||
| INTERFAITH FAMILY SERVICES | |||||||||||||
| PO BOX 720206 | DALLAS | TX | 75372 | NONE | 501(C)(3) | GENERAL SUPPORT | $16,000 | ||||||
| IRVING CARES INC | |||||||||||||
| PO BOX 177425 | IRVING | TX | 75017 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| IRVING SYMPHONY ORCHESTRA | |||||||||||||
| 225 E JOHN CARPENTER FRWY STE 120 | IRVING | TX | 75062 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 | ||||||
| JEWISH VOICE MINISTRIES | |||||||||||||
| PO BOX 31998 | PHOENIX | AZ | 850461998 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | ||||||
| JUNIOR ACHIEVEMENTS OF DALLAS | |||||||||||||
| 1201 WEST EXECUTIVE DR | RICHARDSON | TX | 750812232 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,000 | ||||||
| JUNIOR LEAGUE OF DALLAS | |||||||||||||
| 8003 INWOOD RD | DALLAS | TX | 752093335 | NONE | 501(C)(3) | GENERAL SUPPORT | $50,000 | ||||||
| LATIN EQUIP | |||||||||||||
| PO BOX 1583 | COLLEYVILLE | TX | 76034 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,000 | ||||||
| MERCY SHIPS | |||||||||||||
| PO BOX 2020 | LINDALE | TX | 75771 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | ||||||
| MIAMI HERBERT BUSINESS SCHOOL | |||||||||||||
| PO BOX 248027 | CORAL GABLES | FL | 331246520 | NONE | 501(C)(3) | GENERAL SUPPORT | $29,000 | ||||||
| MISSION ARLINGTON | |||||||||||||
| 210 W SOUTH STREET | ARLINGTON | TX | 76010 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| MODERN DAY | |||||||||||||
| PO BOX 535578 | GRAND PRAIRIE | TX | 750535578 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,000 | ||||||
| NATIVITY OF OUR LORDJESUSCHRIST MONASTERY | |||||||||||||
| PO BOX 426 | KEMP | TX | 75143 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| NEW FRIENDS NEW LIFE | |||||||||||||
| PO BOX 192378 | DALLAS | TX | 75219 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| NORTH DALLAS SHARED MINISTRIES | |||||||||||||
| 2875 MERRELL ROAD | DALLAS | TX | 75229 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| OUR FRIENDS PLACE | |||||||||||||
| 2501 OAK LAWN AVE STE 500 | DALLAS | TX | 752194046 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | ||||||
| PSALMS OF DAVID | |||||||||||||
| PO BOX 610735 | DALLAS | TX | 75261 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| RAVI ZACHARIAS INT'L MINISTRIES | |||||||||||||
| 4725 PEACHTREE CORNERS CIRCLE STE | NORCROSS | GA | 30092 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 | 250 | |||||
| RUST CITY CHURCH | |||||||||||||
| 5555 YOUNGSTOWN WARREN RD 105B | NILES | OH | 44446 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 | ||||||
| SAMARITAN'S PURSE | |||||||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 | ||||||
| SOCIETY OF ST ANDREW | |||||||||||||
| 3383 SWEET HOLLOW ROAD | BIG ISLAND | VA | 74526 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| SUMMIT MINISTRIES | |||||||||||||
| BOX 207 | MANITOU SPRINGS | CO | 80829 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| TACA | |||||||||||||
| ONE ARTS PLAZA 1722 ROUTH ST STE | DALLAS | TX | 75201 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | 115 | |||||
| TARRANT AREA FOOD BANK | |||||||||||||
| 2600 CULLEN ST | FORT WORTH | TX | 76107 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | ||||||
| THE LEADERSHIP INSTITUTE | |||||||||||||
| 1101 NORTH HIGHLAND ST | ARLINGTON | VA | 222012854 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 | ||||||
| THE STEWPOT | |||||||||||||
| 408 PARK AVE | DALLAS | TX | 75201 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| THE VOICE OF THE MARTYRS | |||||||||||||
| PO BOX 443 | BARTLESVILLE | OK | 74005 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| THRIVE WOMEN'S CLINIC | |||||||||||||
| 59 JUPITER RD | DALLAS | TX | 75212 | NONE | 501(C)(3) | GENERAL SUPPORT | $25,000 | ||||||
| TJCII | |||||||||||||
| 6304 BELT LINE RD | DALLAS | TX | 75254 | NONE | 501(C)(3) | GENERAL SUPPORT | $4,000 | ||||||
| UNIVERSITY OF MIAMI | |||||||||||||
| PO BOX 025388 | CORAL GABLES | FL | 331029811 | NONE | 501(C)(3) | GENERAL SUPPORT | $12,000 | ||||||
| VALLEY RISE CHURCH TOTAL | |||||||||||||
| 8727 SUNNY GALLOP DRIVE | TOMBALL | TX | 77375 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 | ||||||
| ZEMBA CHILDREN'S FOUNDATION TOTAL | |||||||||||||
| PO BOX 966 | FAIRFIELD | TX | 75840 | NONE | 501(C)(3) | GENERAL SUPPORT | $7,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $978,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,623 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,253,458 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$112,354 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,142,727 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,142,729 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATLEE & NICOLE KOHL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 STATE HIGHWAY 360 | AddressLine1Txt |
| City | GRAPEVINE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76051 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $49,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $9,592 | $765 | $8,827 |
| CUSTODY FEES | $19,603 | $19,603 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2008-02-28 | $22,262 | $11,131 | 200DB | 7.000000000000 | $0 | $0 |
| FURNITURE AND FIXTURES | 2008-07-10 | $645 | $322 | 200DB | 7.000000000000 | $0 | $0 |
| DELL COMPUTERS | 2010-02-05 | $1,024 | $511 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2014-01-01 | $270 | $135 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTERS | 2015-01-01 | $2,116 | $998 | 200DB | 5.000000000000 | $60 | $0 |
| FURNITURE AND FIXTURES | 2015-12-01 | $2,722 | $935 | 200DB | 7.000000000000 | $122 | $0 |
| COMPUTER EQUIPMENT | 2016-08-18 | $2,116 | $876 | 200DB | 5.000000000000 | $122 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $21,710,091 | EOYBookValueAmt |
| EOYFMV | $27,593,947 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $25,629 | $25,325 | $304 |
| MACHINERY & OTHER EQUIPMENT | $5,526 | $5,465 | $61 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $220 | LegalFeesAmt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $202 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED FOREIGN CURRENCY GAIN (LOSS) | $3,580 |
| BOOK/TAX DIFFERENCE IN INCOME (LOSS) FROM PTP'S | $4,069 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $16,618 | $16,618 | $0 |
| CABLE TELEVIION | $228 | $228 | $0 |
| DUES & MEMBERSHIPS | $2,624 | $209 | $2,415 |
| FEES & ASSESSMENTS | $776 | $62 | $714 |
| INSURANCE- GENERAL | $3,203 | $256 | $2,947 |
| OFFICE EXPENSE | $2,117 | $169 | $1,948 |
| POSTAGE | $7 | $1 | $6 |
| REPAIR & MAINTENANCE | $985 | $79 | $906 |
| TELEPHONE | $7,847 | $626 | $7,220 |
| UTILITIES | $5,370 | $429 | $4,941 |
| OTHER DEDUCTIONS - PURE MULTI-FAMILY REIT K-1 | $2,201 | $0 | $2,201 |
| CONTRIBUTIONS - PURE MULTI-FAMILY REIT K-1 | $3 | $0 | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PURE MULTI-FAMILY REIT- OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $37,202 | Amt |
| Net Investment Income | $37,202 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $125,768 | $125,768 | $0 |
| FEDERAL INCOME TAXES | $7,285 | $0 | $0 |
Comments