2021-11-03T21:34:50-05:00 2020-12-31 854195241 JENNY YANG INOUYE CPA 2447 PACIFIC COAST HIGHWAY STE 200 HERMOSA BEACH CA 90254 990PF 2020-01-01 237211587 ALLEN AND ANITA KOHL CHARITABLE FOUNDATION INC ALLE 3102767300 11812 SAN VICENTE BLVD SUITE 510 LOS ANGELES CA 90049 ALLEN D KOHL OFFICER 3102767300 2021-11-01 1 ALLEN KOHL XXX-XX-XXXX JENNY YANG INOUYE P00360108 3107486651 2021-11-01 X 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 12285258 X X 229858 211155 523261 830274 483926 -66221 -106499 686898 588582 0 0 0 14260 14260 0 47331 46028 0 88606 53747 85 104912 87318 0 255109 201353 85 561250 561250 816359 201353 561335 -129461 387229 454122 113847 113847 53167 51894 51894 12866530 12119517 12119517 13373819 12285258 12285258 0 0 X 5898395 5898395 0 0 7475424 6386863 13373819 12285258 13373819 12285258 13373819 -129461 0 13244358 959100 12285258 KFP K-1: ST CAPITAL GAINS P 276745 -276745 -276745 KFP K-1: LT CAPITAL GAINS P 258478 258478 258478 KFP K-1: SEC 1231 GAIN/LOSS P 3654 3654 3654 KFP K-1: SEC 1256 CONTRACTS & STRADDLES P 172079 172079 172079 NEA II K-1: ST CAPITAL GAINS P 523 523 523 NEA II K-1: LT CAPITAL GAINS P 3084 3084 3084 ORION KFP II K-1: ST CAPITAL GAINS P 6141 -6141 -6141 ORION KFP II K-1: LT CAPITAL GAINS P 303132 303132 303132 ORION KFP II K-1: SEC 1231 GAIN/LOSS P 9355 9355 9355 ORION QPV IX K-1: LT CAPITAL GAINS P 16507 16507 16507 483926 5382 0 5382 0 5382 7472 0 0 0 7472 0 2090 2090 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 1 0 1 N/A STEPHANIE S COHEN 3102767300 11812 SAN VICENTE BLVD SUITE 510 LOS ANGELES CA 90049 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 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 1.00 0 0 0 STEPHANIE S COHEN 11812 SAN VICENTE BLVD SUITE 510 LOS ANGELES CA 90049 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 0 452506 12119517 12572023 0 0 12572023 188580 12383443 619172 619172 5382 11328 16710 602462 0 602462 0 602462 561335 0 561335 0 561335 602462 0 0 63771 63771 561335 0 0 0 561335 0 41127 41127 22644 0 0 0 0 0 0 0 22644 22644 X ABBY & DOUG BROWN FAMILY FOUNDATION 12100 WILSHIRE BLVD SUITE 1750 LOS ANGELES CA 90025 N/A PF GENERAL SUPPORT 50000 AMANDA & DAVID LEBOWITZ FAMILY FOUNDATION 1333 2ND ST SUITE 650 SANTA MONICA CA 90401 N/A PF GENERAL SUPPORT 25000 AMERICAN ENDOWMENT FNDNCOHEN FOUNDATION 5700 DARROW ROAD SUITE 118 HUDSON OH 44236 N/A PF GENERAL SUPPORT 30000 ANITA MANN KOHL CHARITABLE FOUNDATION 11812 SAN VICENTE BLVD SUITE 510 LOS ANGELES CA 90049 N/A PF GENERAL SUPPORT 26000 ASHLEY & ANDREW LEBOWITZ FAMILY FOUNDATION 321 S BRISTOL AVE LOS ANGELES CA 90049 N/A PF GENERAL SUPPORT 60000 BRENTWOOD SCHOOL 100 SOUTH BARRINGTON AVE LOS ANGELES CA 90049 N/A PC GENERAL SUPPORT 1000 BW COUNTRY CLUB EMPLOYEE SCHOLARSHIP FUND 590 BURLINGAME AVE LOS ANGELES CA 90049 N/A PC GENERAL SUPPORT 1000 CENTER OF DANCE ARTS 135 N GRAND AVE LOS ANGELES CA 90012 N/A PC GENERAL SUPPORT 2500 CHILDREN'S ACTION NETWORK 11840 W OLYMPIC BLVD STE 101 LOS ANGELES CA 90064 N/A PC GENERAL SUPPORT 2500 CITY OF HOPE 1500 E DUARTE RD DUARTE CA 91010 N/A PC GENERAL SUPPORT 500 CONCERN FOUNDATION 11111 WEST OLYMPIC BLVD SUITE 214 LOS ANGELES CA 90064 N/A PC GENERAL SUPPORT 25000 CSNK2A1 FOUNDATION 1929 VAN NESS AVE SAN FRANCISCO CA 94109 N/A PC GENERAL SUPPORT 7500 CULVER CITY EDUCATION FOUNDATION PO BOX 4178 CULVER CITY CA 90231 N/A PC GENERAL SUPPORT 500 DANIEL A KOHL FAMILY FOUNDATION TRUST 11812 SAN VICENTE BLVD SUITE 510 LOS ANGELES CA 90049 N/A PF GENERAL SUPPORT 25000 ABBY & DAVID KOHL CHARITABLE FOUNDATION 11812 SAN VICENTE BLVD SUITE 510 LOS ANGELES CA 90049 N/A PF GENERAL SUPPORT 25000 EXCEPTIONAL CHILDREN'S FOUNDATION 8740 WASHINGTON BLVD CULVER CITY CA 90232 N/A PC GENERAL SUPPORT 1000 GABRIELLA FOUNDATION 639 S COMMONWEALTH AVE SUITE B LOS ANGELES CA 90005 N/A PC GENERAL SUPPORT 2500 GEORGE LOPEZ FOUNDATION 21731 VENTURA BLVD SUITE 300 WOODLAND HILLS CA 90364 N/A PC GENERAL SUPPORT 5000 HARMONY PROJECT PO BOX 34456 LOS ANGELES CA 90034 N/A PC GENERAL SUPPORT 10000 HILLCREST COUNTRY CLUB CHARITABLE FUND 10000 W PICO BLVD LOS ANGELES CA 90064 N/A PC GENERAL SUPPORT 1000 HOLOCAUST MUSEUM LA 167 GRANVILLE AVE LOS ANGELES CA 90049 N/A PC GENERAL SUPPORT 10000 IAN'S FRIENDS FOUNDATION 855 MARSEILLES DRIVE ATLANTA GA 30327 N/A PC GENERAL SUPPORT 2500 J STREET EDUCATIONAL FUND PO BOX 66073 WASHINGTON DC 20035 N/A PC GENERAL SUPPORT 10000 JVS SOCAL 6505 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90048 N/A PC GENERAL SUPPORT 12500 KOHL FEINERMAN FAMILY CHARITABLE TRUST 11812 SAN VICENTE BLVD SUITE 510 LOS ANGELES CA 90048 N/A PF GENERAL SUPPORT 25000 LA CANCER CHALLENGE 2990 SOUTH SEPULVEDA BLVD SUITE 300C LOS ANGELES CA 90064 N/A PC GENERAL SUPPORT 2000 MATTHEW SILVERMAN MEMORIAL FOUNDATION 324 SOUTH BEVERLY DR 411 BEVERLY HILLS CA 90212 N/A PC GENERAL SUPPORT 7500 MUSIC INSTITUTE OF CHICAGO LEARN BENEFIT CONCERT 353 MELROSE AVE KENILWORTH IL 60043 N/A PC GENERAL SUPPORT 1000 MYCHAL'S LEARNING PLACE 4901 W ROSECRANS AVE HAWTHORNE CA 90250 N/A PC GENERAL SUPPORT 1000 ONE DROP FOUNDATION 6775 EDMOND ST STE 300 LAS VEGAS NV 89118 N/A PC GENERAL SUPPORT 16000 OUR HOUSE 1663 SAWTELLE BLVD STE 300 LOS ANGELES CA 90025 N/A PC GENERAL SUPPORT 1000 PHASE ONE 5792 WEST JEFFERSON BLVD LOS ANGELES CA 90016 N/A PC GENERAL SUPPORT 500 SHARE INC 2031 S BENTLEY AVE 106 LOS ANGELES CA 90025 N/A PC GENERAL SUPPORT 500 SHARE INC 2031 S BENTLEY AVE 106 LOS ANGELES CA 90025 N/A PC GENERAL SUPPORT 1000 SHARE INC 2031 S BENTLEY AVE 106 LOS ANGELES CA 90025 N/A PC GENERAL SUPPORT 2500 ST JOHN'S HEALTH CENTER 2121 SANTA MONICA BLVD SANTA MONICA CA 90404 N/A PC GENERAL SUPPORT 50000 STEPPENWOLF WEST COAST COUNCIL 1700 N HALSTED ST CHICAGO IL 60614 N/A PC GENERAL SUPPORT 2500 THE HUMANE SOCIETY OF THE UNITED STATES 1255 23RD ST STE 450 WASHINGTON DC 20037 N/A PC GENERAL SUPPORT 500 THE MICHELSON FOUNDATION INC C/O HARVEY ENGLANDER 52-600 VIA BELLAGIO LA QUINTA CA 92253 N/A PC GENERAL SUPPORT 10000 THE MUSIC CENTER PO BOX 849743 LOS ANGELES CA 90084 N/A PC GENERAL SUPPORT 25000 THE MUSIC CENTER PO BOX 849743 LOS ANGELES CA 90084 N/A PC GENERAL SUPPORT 800 UCLA FOUNDATION PO BOX 7145 PASADENA CA 91109 N/A PC GENERAL SUPPORT 10000 UCLA FOUNDATION WOODEN ATHLETIC FUND 405 HILGARD AVE LOS ANGELES CA 90099 N/A PC GENERAL SUPPORT 10000 UCLA FOUNDATION PO BOX 7145 PASADENA CA 91109 N/A PC GENERAL SUPPORT 5000 USC KAUFMAN SCHOOL OF GERONTOLOGY 849 W 34TH STREET KDC 203 LOS ANGELES CA 90089 N/A PC GENERAL SUPPORT 5000 USC LEONARD DAVIC SCHOOL OF GERONTOLOGY 1150 S OLIVE ST 25TH FLOOR LOS ANGELES CA 90015 N/A PC GENERAL SUPPORT 10000 UNIVERSITY OF WISCONSIN FOUNDATION US BANK LOCKBOX 78807 MILWAUKEE WI 53278 N/A PC GENERAL SUPPORT 10000 VILLAGE FOR VETS 910 BUNDY DR LOS ANGELES CA 90049 N/A PC GENERAL SUPPORT 2500 VISTA DEL MAR FAMILY SERVICES 3200 MOTOR AVE LOS ANGELES CA 90034 N/A PC GENERAL SUPPORT 5000 WILSHIRE BOULEVARD TEMPLE 3663 WILSHIRE BOULEVARD LOS ANGELES CA 90010 N/A PC GENERAL SUPPORT 10000 WILSHIRE BOULEVARD TEMPLE 3663 WILSHIRE BOULEVARD LOS ANGELES CA 90010 N/A PC GENERAL SUPPORT 10950 561250 0 523000 18703 14 211155 523000 39335 18 483926 KFP K-1: ORDINARY INCOME 523000 316 01 -94048 KFP K-1: OTHER PORTFOLIO INCOME 523000 2110 01 12711 KFP K-1: OTHER INCOME (LOSS) 523000 2893 01 228 KFP K-1: OTHER RENTAL INCOME(LOSS) 523000 1 16 0 KFP K-1: RENTAL LOSS 523000 -1053 16 -851 KFP K-1: ROYALTY INCOME 523000 13 15 659 KFP K-1: CANCELLATION OF DEBT INCOME 523000 3585 01 0 ORION KFP II K-1: CANCELLATION OF DEBT INCOME 523000 8553 01 0 ORION KFP II K-1: ORDINARY INCOME 523000 8320 01 -6547 ORION KFP II K-1: OTHER INCOME 523000 288 01 -11544 ORION KFP II K-1: OTHER PORTFOLIO INCOME 523000 0 01 -7573 ORION KFP II K-1: OTHER RENTAL INCOME 523000 2 16 ORION KFP II K-1: RENTAL GAIN(LOSS) 523000 -2407 16 -1910 ORION KFP II K-1: ROYALTY INCOME 523000 33 15 793 ORION KFP II K-1: UBTI OTHER PORTFOLIO INCOME 523000 0 ORION QPV IX K-1: ORDINARY INCOME 01 ORION QPV IX K-1: OTHER INCOME(LOSS) 523000 01 1571 ORION KFP II K-1: ROYALTIES 523000 ORION KFP II K-1: OTHER TAX EXEMPT INCOME KFP K-1: OTHER TAX EXEMPT INCOME 80692 606206 0 686898 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 14260 14260 0 DANIEL A KOHL FAMILY FOUNDATION TRUST 11990 SAN VICENTE BLVD SUITE 200 LOS ANGELES CA 90049 2020-12-21 25000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 25000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $25,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. ANITA MANN KOHL CHARITABLE FOUNDATION 11812 SAN VICENTE BLVD SUITE 510 LOS ANGELES CA 90049 2020-01-21 26000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 26000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $26,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. MATTHEW SILVERMAN MEMORIAL FOUNDATION 324 SOUTH BEVERLY DR 411 BEVERLY HILLS CA 90212 2020-02-05 7500 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 7500 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $7,500 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. ABBY & DAVID KOHL CHARITABLE FOUNDATION 11990 SAN VICENTE BLVD SUITE 200 LOS ANGELES CA 90049 2020-12-21 25000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 25000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $25,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. KOHL FEINERMAN FAMILY CHARITABLE TRUST 11990 SAN VICENTE BLVD SUITE 200 LOS ANGELES CA 90049 2020-12-21 25000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 25000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $25,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. ABBY & DOUG BROWN FAMILY FOUNDATION 12100 WILSHIRE BLVD SUITE 1750 LOS ANGELES CA 90025 2020-12-21 50000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 50000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $50,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. AMANDA & DAVID LEBOWITZ FAMILY FOUNDATION 1333 2ND ST SUITE 650 SANTA MONICA CA 90401 2020-12-21 25000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 25000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $25,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. ASHLEY & ANDREW LEBOWITZ FAMILY FOUNDATION 321 S BRISTOL AVE LOS ANGELES CA 90049 2020-08-24 60000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 60000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $60,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. KFP K-1: UBTI ST CAPITAL GAINS PURCHASED 23243 COST 0 -23243 KFP K-1: UBTI LT CAPITAL GAINS PURCHASED 22462 COST 0 22462 KFP K-1: UBTI SEC 1231 GAIN/LOSS PURCHASED 2741 COST 0 2741 KFP K-1: UBTI SEC 1256 CONTRACTS & SADDLEE PURCHASED 31728 COST 0 31728 ORION KFP II K-1: UTBI LT CAPITAL LOSS PURCHASED 884 COST 0 -884 ORION KFP II K-1: UBTI SEC 1231 GAIN/LOSS PURCHASED 6531 COST 0 6531 KOHL FOUNDATION PARTNERS FMV 10521610 10521610 NEW ENTERPRISE ASSOCIATES 11 FMV 42309 42309 ORION KF PARTNERS II, LP FMV 1418311 1418311 ORION QP VENTURES IX, LP FMV 137287 137287 UNREALIZED LOSS FROM PASS-THRU ENTITIES 959100 KFP K-1: ROYALTY INCOME DEDUCTION 225 225 0 KFP K-1: SEC 59(E)(2) EXPENDITURES 700 0 0 KFP K-1: PORTFOLIO DEDUCTIONS (OTHER) 700 0 0 KFP K-1: OTHER DEDUCTIONS 61109 47229 0 KFP K-1: NONDEDUCTIBLE EXPENSE 99 0 0 NEA 11 K-1: OTHER DEDUCTIONS 27 27 0 ORION KFP II K-1: ROYALTY INCOME DEDUCTION 186 186 0 ORION KFP II K-1: SEC 59(E)(2) EXPENDITURES 1671 0 0 ORION KFP II K-1: PORTFOLIO DEDUCTIONS (OTHER) 988 988 0 ORION KFP II K-1: OTHER DEDUCTIONS 32185 31844 0 ORION KFP II K-1: NON DEDUCTIBLE EXPENSE 203 0 0 ORION QPV IX K-1: PORTFOLIO DEDUCTIONS (OTHER) 385 385 0 ORION QPV IX K-1: OTHER DEDUCTIONS 6209 6209 0 FILING FEE 219 219 0 KFP K-1: CHARITABLE CONTRIBUTION 1 1 0 ORION KFP II: CHARITABLE CONTRIBUTION 2 2 0 KFP K-1: SEC 743 (B) NEGATIVE ADJ 1 1 0 ORION KFP II K-1: SEC 743 (B) NEGATIVE ADJ 2 2 0 KFP K-1: ORDINARY INCOME -93732 -94048 -93732 KFP K-1: OTHER PORTFOLIO INCOME 14821 12711 14821 KFP K-1: OTHER INCOME (LOSS) 3121 228 3121 KFP K-1: OTHER RENTAL INCOME(LOSS) 1 1 KFP K-1: RENTAL LOSS -1904 -851 -1904 KFP K-1: ROYALTY INCOME 672 659 672 KFP K-1: CANCELLATION OF DEBT INCOME 3585 3585 ORION KFP II K-1: CANCELLATION OF DEBT INCOME 8553 8553 ORION KFP II K-1: ORDINARY INCOME 1773 -6547 1773 ORION KFP II K-1: OTHER INCOME -11256 -11544 -11256 ORION KFP II K-1: OTHER PORTFOLIO INCOME -7573 -7573 -7573 ORION KFP II K-1: OTHER RENTAL INCOME 2 2 ORION KFP II K-1: RENTAL GAIN(LOSS) -4317 -1910 -4317 ORION KFP II K-1: ROYALTY INCOME 826 793 826 ORION QPV IX K-1: OTHER INCOME(LOSS) 1571 1571 1571 KFP K-1: SUBPART F INCOME 12 12 12 KFP K-1: TAX-EXEMPT INTEREST INCOME 17109 17109 KFP K-1: NON TAXABLE INCOME 515 515 KFP K-1: FOREIGN TAXES 20019 19532 0 ORION KFP II K-1: FOREIGN TAXES 34889 34215 0 FEDERAL TAXES 24300 0 0 CA TAXES 9313 0 0 CA FILING FEES 85 0 85