ALLEN & ANITA KOHL CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN & ANITA KOHL CHARITABLE FOUNDATION INC (EIN 23-7211587)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202503149349102825
- Schema version
- 2024v5.2
- 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
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T15:15:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 8605 SANTA MONICA BLVD PMB 784388 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLEN D KOHL | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3102767300 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY YANG INOUYE | PreparerPersonNm |
| PTIN | P00360108 | PTIN |
| Phone | 3107486651 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,316,722 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $439,154 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $414,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $628,247 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $632,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $587,474 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,667 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$14,704 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,083,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $987,203 | 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 |
| Accounting Fees Rev And Expnss | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $152,726 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $139,106 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,874 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $394,104 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $362,416 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $601,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $537,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $764,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $764,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,365,818 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $537,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $782,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,717,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $449,807 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,600 | CashBOYAmt |
| Cash EOY | $9,194 | CashEOYAmt |
| Cash EOYFMV | $9,194 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $7,780 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $7,780 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $7,780 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $11,576,092 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,299,748 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,299,748 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,599,472 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,316,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,316,722 | 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 | $5,701,077 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,418,327 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,599,472 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,316,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,599,472 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,316,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,599,472 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,717,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,316,722 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,316,722 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 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 | $228,675 | $228,675 | $228,675 | |
| KFP K-1: SEC 1256 CONTRACTS & STRADDLES | P | $62,171 | $62,171 | $62,171 | |
| KFP K-1: SEC 1231 GAIN/LOSS | P | -$398 | -$398 | $398 | |
| KFP K-1: LT CAPITAL GAINS | P | $100,586 | $100,586 | $100,586 | |
| NEA11 K-1: LT CAPITAL GAINS | P | $8,240 | $8,240 | $8,240 | |
| ORION KF PTRS K-1: ST CAPITAL GAINS | P | -$16 | -$16 | $16 | |
| ORION KF PTRS K-1: LT CAPITAL GAINS | P | $190,919 | $190,919 | $190,919 | |
| ORION KF PTRS K-1: 1231 CAPITAL GAINS | P | -$949 | -$949 | $949 | |
| ORION QP K-1: ST CAPITAL GAINS | P | -$33 | -$33 | $33 | |
| ORION QP K-1: LT CAPITAL GAINS | P | -$1,721 | -$1,721 | $1,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $587,474 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,525 | 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 | $5,525 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $727 | 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 | Yes (1) | 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 | 8605 SANTA MONICA BLVD PMB 784388 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | 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 | 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 | 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 | $80,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,307,528 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,388,209 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,388,209 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,823 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,187,386 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $659,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $659,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,252 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,648 | IncomeTaxAmt |
| Total Tax | $12,900 | TotalTaxAmt |
| Distributable Before Adj | $646,469 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $646,469 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $646,469 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $782,870 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $782,870 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $646,469 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $25,864 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $54,867 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,731 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $782,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $646,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,401 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $217,132 | 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 | $217,132 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $25,864 | ExcessFromYear3Amt |
| Excess From Year1 | $54,867 | ExcessFromYear1Amt |
| Excess From Current Year | $136,401 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIM | ||||||||
| PO BOX 986 | NEW YORK | NY | 10113 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| AMERICAN JEWISH UNIVERSITY | ||||||||
| 15600 MULHOLLAND DR | LOS ANGELES | CA | 90077 | N/A | PF | GENERAL SUPPORT | $2,500 | |
| ANITA MANN KOHL CHARITABLE FOUNDATION | ||||||||
| 8605 SANTA MONICA BLVD PMB 784388 | WEST HOLLYWOOD | CA | 90069 | N/A | PF | GENERAL SUPPORT | $81,000 | |
| ASHLEY AND ANDREW LEBOWITZ FAMILY FOUNDATION | ||||||||
| 1333 2ND ST SUITE 650 | SANTA MONICA | CA | 90401 | N/A | PF | GENERAL SUPPORT | $135,000 | |
| BODYTRAFFIC | ||||||||
| 3435 WILSHIRE BLVD STE 200 | LOS ANGELES | CA | 90010 | N/A | PF | GENERAL SUPPORT | $15,000 | |
| CAYTON CHILDREN'S MUSEUM | ||||||||
| 395 SANTA MONICA PL SUITE 374 LEVEL | SANTA MONICA | CA | 90401 | N/A | PF | GENERAL SUPPORT | $10,000 | 3 |
| CONCERN FOUNDATION | ||||||||
| 11111 W OLYMPIC BLVD SUITE 214 | LOS ANGELES | CA | 90064 | N/A | PF | GENERAL SUPPORT | $25,000 | |
| CROSSROADS SCHOOL | ||||||||
| 1714 21ST ST | SANTA MONICA | CA | 90404 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| CSNK2A1 FOUNDATION | ||||||||
| 1929 VAN NESS AVE | SAN FRANCISCO | CA | 94109 | N/A | PF | GENERAL SUPPORT | $7,500 | |
| EVERYBODY DANCE LA | ||||||||
| 3183 WILSHIRE BLVD STE 196 K22 | LOS ANGELES | CA | 90010 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90230 | N/A | PF | GENERAL SUPPORT | $1,500 | |
| FREE 2 BE ME DANCE | ||||||||
| 4140 GLENCOE AVE 613 | MARINA DEL REY | CA | 90292 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| FRIENDLY HOUSE | ||||||||
| 347 NORMANDIE AVE | LOS ANGELES | CA | 90020 | N/A | PF | GENERAL SUPPORT | $12,000 | |
| FRIENDS OF THE BH PUBLIC LIBRARY | ||||||||
| 444 N REXFORD DR | BEVERLY HILLS | CA | 90210 | N/A | PF | GENERAL SUPPORT | $250 | |
| GEORGE LOPEZ FOUNDATION | ||||||||
| 21731 VENTURA BLVD SUITE 300 | WOODLAND HILLS | CA | 90364 | N/A | PF | GENERAL SUPPORT | $15,000 | |
| GOLDIE HAWN FOUNDATION | ||||||||
| 220 26TH ST 203 | SANTA MONICA | CA | 90402 | N/A | PF | GENERAL SUPPORT | $27,000 | |
| HARMONY PROJECT | ||||||||
| 325 N LARCHMONT BLVD 604 | LOS ANGELES | CA | 90004 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| HILLCREST COUNTRY CLUB CHARITABLE FUND | ||||||||
| 10000 W PICO BLVD | LOS ANGELES | CA | 90064 | N/A | PF | GENERAL SUPPORT | $1,000 | |
| HOLOCAUST MUSEUM LA | ||||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | N/A | PF | GENERAL SUPPORT | $25,000 | |
| J STREET EDUCATIONAL FUND | ||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | N/A | PF | GENERAL SUPPORT | $10,000 | |
| JEWISH BIG BROTHERS BIG SISTERS OF LA | ||||||||
| 11150 W OLYMPIC BLVD SUITE 900 | LOS ANGELES | CA | 90064 | N/A | PF | GENERAL SUPPORT | $10,000 | |
| JVS SOCAL | ||||||||
| 6505 WILSHIRE BLVD SIUITE 200 | LOS ANGELES | CA | 90048 | N/A | PF | GENERAL SUPPORT | $12,500 | |
| LA CANCER CHALLENGE | ||||||||
| 2990 S SEPULVEDA BLVD SUITE 300C | LOS ANGELES | CA | 90064 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| LOS ANGELES BALLET | ||||||||
| 11755 EXPOSITION BLVD | LOS ANGELES | CA | 90064 | N/A | PF | GENERAL SUPPORT | $10,000 | |
| LOS ANGELES JEWISH HEALTH | ||||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | N/A | PF | GENERAL SUPPORT | $2,500 | |
| LUMINARIO BALLET | ||||||||
| 11625 TEXAS AVE 203 | LOS ANGELES | CA | 90025 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| MACCABI USA | ||||||||
| 1511 WALNUT STREET SUITE 401 | PHILADELPHIA | PA | 19102 | N/A | PF | GENERAL SUPPORT | $1,500 | |
| MATTHEW SILVERMAN MEMORIAL FOUNDATION | ||||||||
| 324 S BEVERLY DR 411 | BEVERLY HILLS | CA | 90210 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| 2055 L STREET NW 650 | WASHINGTON | DC | 20036 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| ONE DROP FOUNDATION | ||||||||
| 950 GRIER DRIVE | LAS VEGAS | NV | 89119 | N/A | PF | GENERAL SUPPORT | $2,500 | |
| OUR HOUSE GRIEF SUPPORT CENTER | ||||||||
| 3415 S SEPULVEDA BLVD SUITE 120 | LOS ANGELES | CA | 90034 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| PBS SOCAL | ||||||||
| PO BOX 6009 | WHITTIER | CA | 90607 | N/A | PF | GENERAL SUPPORT | $250 | |
| PHASE ONE FOUNDATION | ||||||||
| 11726 SAN VICENTE BLVD STE 560 | LOS ANGELES | CA | 90049 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| RAPE TREATMENT CENTER & STUART HOUSE | ||||||||
| 1250 16TH ST | SANTA MONICA | CA | 90404 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| SANTA MONICA POLICE ACTIVITIES LEAGUE | ||||||||
| 1401 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | N/A | PF | GENERAL SUPPORT | $19,000 | |
| SHARE INC | ||||||||
| PO BOX 1342 | BEVERLY HILLS | CA | 90213 | N/A | PF | GENERAL SUPPORT | $30,100 | |
| ST JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | N/A | PF | GENERAL SUPPORT | $105,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 1 MUSIC CIRCLE S SUITE 230 | NASHVILEE | TN | 37203 | N/A | PF | GENERAL SUPPORT | $2,500 | |
| TELEVISION ACADEMY FOUNDATION | ||||||||
| 5220 LANKERSHIM BLVD | LANDERSHIM | CA | 91601 | N/A | PF | GENERAL SUPPORT | $18,000 | |
| THE CSUN FOUNDATION THE SORAYA | ||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | N/A | PF | GENERAL SUPPORT | $2,500 | |
| THE MUSIC CENTER | ||||||||
| PO BOX 849743 | LOS ANGELES | CA | 90084 | N/A | PF | GENERAL SUPPORT | $31,000 | |
| UCLA FOUNDATION | ||||||||
| PO BOX 7145 | PASADENA | CA | 91109 | N/A | PF | GENERAL SUPPORT | $17,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| US BANK LOCKBOX BOX 78807 | MILWAUKEE | WI | 53278 | N/A | PF | GENERAL SUPPORT | $25,000 | |
| USC KAUFMAN SCHOOL OF DANCE | ||||||||
| 849 W 34TH STREET KDC 214 | LOS ANGELES | CA | 90089 | N/A | PF | GENERAL SUPPORT | $22,500 | |
| VISTA DEL MAR | ||||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | N/A | PF | GENERAL SUPPORT | $5,000 | |
| WILSHIRE BOULEVARD TEMPLE | ||||||||
| 3663 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | N/A | PF | GENERAL SUPPORT | $20,170 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $764,770 | 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 | $24,721 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $414,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $40,773 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $587,474 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (19 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| KFP K-1: CANCELLATION OF DEBT INCOME | 523000 | 01 | ||
| KFP K-1: ORDINARY INCOME | 523000 | 01 | -$10,350 | -$46,430 |
| KFP K-1: OTHER INCOME (LOSS) | 523000 | 01 | -$2,698 | -$22,840 |
| KFP K-1: OTHER PORTFOLIO INCOME | 523000 | 01 | $41,358 | |
| KFP K-1: OTHER RENTAL INCOME(LOSS) | 523000 | 16 | $121 | |
| KFP K-1: OTHER TAX EXEMPT INCOME | 01 | $672 | ||
| KFP K-1: RENTAL LOSS | 523000 | 16 | -$723 | -$2,676 |
| KFP K-1: ROYALTY INCOME | 523000 | 15 | $3,166 | |
| KFP K-1: TAX-EXEMPT INTEREST INCOME | 14 | $32,386 | ||
| ORION KFP II K-1: CANCELLATION OF DEBT INCOME | 523000 | 01 | ||
| ORION KFP II K-1: ORDINARY INCOME | 523000 | 01 | $11,304 | -$9 |
| ORION KFP II K-1: OTHER INCOME | 523000 | 01 | $423 | $3 |
| ORION KFP II K-1: OTHER PORTFOLIO INCOME | 523000 | 01 | $226 | |
| ORION KFP II K-1: NET RENTAL INCOME | 523000 | 16 | -$1,671 | -$2,193 |
| ORION KFP II K-1: OTHER TAX EXEMPT INCOME | ||||
| ORION KFP II K-1: RENTAL INCOME(LOSS) | 523000 | 16 | ||
| ORION KFP II K-1: ROYALTY INCOME | 523000 | 15 | $71 | |
| ORION QPV IX K-1: OTHER INCOME | 523000 | 01 | $14,499 | |
| FEDERAL TAX REFUND | $1,028 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $61,779 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,021,289 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,083,068 | 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 | HERBERT H KOHL CHARITIES INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 N JEFFERSON ST 350 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $14,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | ||||||||||
| 8605 SANTA MONICA BLVD PMB 784388 | WEST HOLLYWOOD | CA | 90069 | 2024-02-26 | $81,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | NO | 06/30/25 | 2024-12-31 | VERIFICATION CONFIRMED THAT $81,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| ASHLEY AND ANDREW LEBOWITZ CHARITABLE FOUNDATION | ||||||||||
| 1333 2ND ST SUITE 650 | SANTA MONICA | CA | 90401 | 2024-10-17 | $135,000 | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | NO | 06/30/25 | 2024-12-31 | VERIFICATION CONFIRMED THAT $135,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| KFP K-1: UBTI ST CAPITAL GAINS | PURCHASED | $984 | COST | $0 | $984 | |
| KFP K-1: UBTI LT CAPITAL GAINS | PURCHASED | $25,715 | COST | $0 | $25,715 | |
| KFP K-1: UBTI SEC 1231 GAIN/LOSS | PURCHASED | COST | $0 | -$286 | $286 | |
| KFP K-1: UBTI SEC 1256 CONTRACTS & STRADDLES | PURCHASED | $15,489 | COST | $0 | $15,489 | |
| ORION KF PTRS II K-1: UBTI SEC 1231 GAIN/LOSS | PURCHASED | COST | $0 | -$1,129 | $1,129 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KOHL FOUNDATION PARTNERS | FMV | $12,316,710 | $12,316,710 |
| ORION KF PARTNERS II, LP | FMV | $783,095 | $783,095 |
| ORION QP VENTURES IX, LP | FMV | $154,972 | $154,972 |
| NEW ENTERPRISE ASSOCIATES 11 | FMV | $44,971 | $44,971 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KFP K-1: ROYALTY INCOME DEDUCTION | $626 | $626 | $0 |
| KFP K-1: SEC 59(E)(2) EXPENDITURES | $15,698 | $0 | $0 |
| KFP K-1: PORTFOLIO DEDUCTIONS (OTHER) | $1 | -$482 | $0 |
| KFP K-1: OTHER DEDUCTIONS | $228,199 | $218,546 | $0 |
| KFP K-1: NONDEDUCTIBLE EXPENSE | $5,176 | $0 | $0 |
| NEA 11 K-1: PORTFOLIO DEDUCTIONS (2%) | $13 | $13 | $0 |
| ORION KFP II K-1: ROYALTY INCOME DEDUCTION | $4 | $4 | $0 |
| ORION KFP II K-1: SEC 59(E)(2) EXPENDITURES | $320 | $0 | $0 |
| ORION KFP II K-1: PORTFOLIO DEDUCTIONS (2%) | $16,799 | $16,799 | $0 |
| ORION KFP II K-1: PORTFOLIO DEDUCTIONS (OTHER) | $9,342 | $9,342 | $0 |
| ORION KFP II K-1: NON DEDUCTIBLE EXPENSE | $280 | $0 | $0 |
| ORION QPV IX K-1: PORTFOLIO DEDUCTIONS (2%) | $2,612 | $2,612 | $0 |
| ORION QPV IX K-1: PORTFOLIO DEDUCTIONS (OTHER) | $389 | $389 | $0 |
| FILING FEE | $368 | $368 | $0 |
| KFP K-1: PORTFOLIO DEDUCTIONS (2%) | $112,428 | $112,428 | $0 |
| ORION QP IX OTHER DEDUCTIONS | $1,771 | $1,771 | $0 |
| PENALTIES | $78 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| KFP K-1: ORDINARY INCOME | -$56,780 | -$46,430 | -$56,780 |
| KFP K-1: OTHER INCOME (LOSS) | -$25,538 | -$22,840 | -$25,538 |
| KFP K-1: OTHER PORTFOLIO INCOME | $41,358 | $41,358 | $41,358 |
| KFP K-1: OTHER RENTAL INCOME(LOSS) | $121 | $121 | $121 |
| KFP K-1: OTHER TAX EXEMPT INCOME | $672 | $672 | |
| KFP K-1: RENTAL LOSS | -$3,399 | -$2,676 | -$3,399 |
| KFP K-1: ROYALTY INCOME | $3,166 | $3,166 | $3,166 |
| KFP K-1: TAX-EXEMPT INTEREST INCOME | $32,386 | $32,386 | |
| ORION KFP II K-1: ORDINARY INCOME | $11,295 | -$9 | $11,295 |
| ORION KFP II K-1: OTHER INCOME | $426 | $3 | $426 |
| ORION KFP II K-1: OTHER PORTFOLIO INCOME | $226 | $226 | $226 |
| ORION KFP II K-1: NET RENTAL INCOME | -$3,864 | -$2,193 | -$3,864 |
| ORION KFP II K-1: ROYALTY INCOME | $71 | $71 | $71 |
| ORION QPV IX K-1: OTHER INCOME | $14,499 | $14,499 | $14,499 |
| FEDERAL TAX REFUND | $1,028 | $1,028 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $27,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,000 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERBERT H KOHL CHARITIES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 N JEFFERSON ST 350 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KFP K-1: FOREIGN TAXES | $11,768 | $11,524 | $0 |
| ORION KFP II K-1: FOREIGN TAXES | $331 | $331 | $0 |
| STATE TAXES | $1,018 | $1,018 | $0 |
| CA FILING FEES | $100 | $0 | $100 |
| NEA 11 K-1: FOREIGN TAXES | $1 | $1 | $0 |
Comments