SIDNEY A KOHL FAM FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SIDNEY A KOHL FAM FOUNDATION TR (EIN 65-6429919)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-20
- IRS object ID
- 202403259349100015
- Schema version
- 2023v5.1
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-20T13:48:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 FORUM PLACE 9TH FLOOR | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656429919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIDNEY KOHL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOHL | BusinessNameControlTxt |
| Phone | 5618334211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SUNRISE AVENUE 202 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY KOHL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5618334211 | PhoneNum |
| Signature | 2024-11-20 | 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 | MARTIN CASS | PreparerPersonNm |
| PTIN | P00047014 | PTIN |
| Phone | 5616881600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,181,125 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,508,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,508,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,876,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,408,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,876,383 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$100,387 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$100,387 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,284,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,284,919 | 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 |
| Taxes Rev And Expnss | $28,910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,219 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $344,922 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $343,882 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $373,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $346,101 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,894,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,894,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,268,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $346,101 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,894,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,517 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,938,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,075,522 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $611,673 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $611,673 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,253,052 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,532,795 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,728,707 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $24,770,309 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,975,139 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,840,745 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $44,098,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,119,607 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,181,125 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,707 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,707 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $44,098,383 | CapitalStockBOYAmt |
| Capital Stock EOY | $44,114,900 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,098,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,114,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,098,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,119,607 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,098,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,517 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,114,900 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,114,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB - LONG TERM | P | 2013-01-09 | 2023-12-07 | $3,228,827 | $2,754,898 | $473,929 | $473,929 |
| CHARLES SCHWAB - SHORT TERM | P | 2023-02-01 | 2023-03-10 | $2,504,211 | $2,504,416 | -$205 | -$205 |
| WELLS FARGO - LONG TERM | P | 2012-11-29 | 2023-10-25 | $816,538 | $272,770 | $543,768 | $543,768 |
| FROM K-1 PASS THRU - LT | P | 2013-01-10 | 2023-12-31 | $836,033 | $836,033 | $836,033 | |
| FROM K-1 PASS THRU - ST | P | 2023-01-01 | 2023-12-31 | $22,858 | $22,858 | $22,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,876,383 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,850 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,850 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,850 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,605 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $31,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $84,605 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $43,755 | OverpaymentAmt |
| Applied To ES Tax | $43,755 | 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 | 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 | FL | 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 | SIDNEY A KOHL | IndividualWithBooksNm |
| Phone | 5618334211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SUNRISE AVENUE STE 202 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY A KOHL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SUNRISE AVENUE STE 202 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THIS FOUNDATION MAY PROVIDE GRANTS TO QUALIFIED ORGANIZATIONS IT DOES NOT PARTICIPATE IN ANY DIRECT CHARITABLE ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $24,133,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,980,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,906,287 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,020,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,020,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $900,312 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,120,465 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,956,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,956,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,850 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $536 | IncomeTaxAmt |
| Total Tax | $41,386 | TotalTaxAmt |
| Distributable Before Adj | $2,914,637 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,914,637 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,914,637 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,894,570 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,894,570 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,914,637 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,310 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,489 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $188,357 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $31,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $253,135 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,894,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,894,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,067 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,067 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $233,068 | 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 | $233,068 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,732 | ExcessFromYear4Amt |
| Excess From Year3 | $188,357 | ExcessFromYear3Amt |
| Excess From Year1 | $31,979 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIDNEY KOHL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SUNRISE AVENUE STE 202 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5618334211 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR FORM OR APPLICATION IS NECESSARY. ONLY A LETTER THAT GIVES ESSENTIAL DETAILS OF THE PROJECT IS REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS EXCEPT THAT THE FOUNDATION DOES NOT AWARD GRANTS TO INDIVIDUALS, NOR AWARD SCHOLARSHIPS, FELLOWSHIPS, LOANS, PRIZES OR SIMILAR BENEFITS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 211 PALM BEACH TREASURE COAST | ||||||||||||
| PO BOX 3588 | LANTANA | FL | 33465 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| ACLU FOUNDATION | ||||||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| ALEXIS DETOCQUEVILLE SOCIETY OF PBUNITED WAY | ||||||||||||
| 44 COCOANUT ROW - M201 | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $25,000 | |||||
| ALI FORNEY CENTER | ||||||||||||
| 224 WEST 35TH STREET SUITE 1500 | NEW YORK | NY | 10001 | NONE | PUBLIC | CHARITABLE | $2,250 | |||||
| ALLIANCE FOR CHILDRENS RIGHTS | ||||||||||||
| 3333 WILSHIRE BLVD STE 550 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | CHARITABLE | $5,680 | |||||
| ALLIANCE FOR EATING DISORDER AWARENESS | ||||||||||||
| 4400 N CONGRESS AVENUE STE 100 | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| AMERICAN ASSOC FOR CANCER RESEARCH | ||||||||||||
| 615 CHESTNUT STREET 17TH FLOOR | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| AMERICAN ASSOC OF THE NATIONAL THEATER | ||||||||||||
| 214 WEST 29TH STREET STE 701 | NEW YORK | NY | 10001 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| AMERICAN FRIENDS OF ISRAEL MUSEUM | ||||||||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||||||
| 11 EAST 69TH STREET | NEW YORK | NY | 100214982 | NONE | PUBLIC | CHARITABLE | $34,400 | |||||
| AMERICAN FRIENDS OF ISRAEL PHILHARMONIC ORCHESTRA | ||||||||||||
| 122 EAST 42ND STREET 4507 | NEW YORK | NY | 10168 | NONE | PUBLIC | CHARITABLE | $7,500 | |||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||||||
| 352 SEVENTH AVENUE STE 400 | NEW YORK | NY | 10001 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| AMERICAN FRIENDS OF YAHAD IN UNIM | ||||||||||||
| 25 WEST 45TH ST STE 1405 | NEW YORK | NY | 10036 | NONE | PUBLIC | CHARITABLE | $7,500 | |||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| 165 E 56TH STREET 620 | NEW YORK | NY | 100222746 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| ANDERSON RANCH ARTS CENTER | ||||||||||||
| 5263 OWL CREEK ROAD | SNOWMASS VILLAGE | CO | 81615 | NONE | PUBLIC | CHARITABLE | $14,650 | |||||
| ANTI-DEFAMATION LEAGUE | ||||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | NONE | PUBLIC | CHARITABLE | $25,500 | |||||
| ASPEN ART MUSEUM | ||||||||||||
| 637 EAST HYMAN AVENUE | ASPEN | CO | 81611 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| ASPEN COUNTRY DAY SCHOOL | ||||||||||||
| 85 COUNTRY DAY WAY | ASPEN | CO | 81611 | NONE | PUBLIC | CHARITABLE | $15,000 | |||||
| BEAUTY TO THE STREETZ | ||||||||||||
| 5050 E 2ND STREET 14795 | LONG BEACH | CA | 90803 | NONE | PUBLIC | CHARITABLE | $1,250 | |||||
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||||
| 33 E 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC | CHARITABLE | $80,000 | |||||
| BOSTON UNIVERSITY CENTER FOR PSYCHIATRIC REHAB | ||||||||||||
| 595 COMMONWEALTH AVENUE SUITE 700 | BOSTON | MA | 02215 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| BOWERY MISSION | ||||||||||||
| 355 LEXINGTON AVE FLOOR 19 | NEW YORK | NY | 10017 | NONE | PUBLIC | CHARITABLE | $1,250 | |||||
| BOYS & GIRLS CLUBS OF SANTA MONICA | ||||||||||||
| 1220 LINCOLN BOULEVARD | SANTA MONICA | CA | 90401 | NONE | PUBLIC | CHARITABLE | $50,000 | |||||
| BREAST CANCER RESEARCH FOUNDATION | ||||||||||||
| 28 WEST 44TH STREET STE 609 | NEW YORK | NY | 10036 | NONE | PUBLIC | CHARITABLE | $15,000 | |||||
| BROADWAY YOUTH CENTER | ||||||||||||
| 1025 W SUNNYSIDE AVENUE | CHICAGO | IL | 60640 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| BRUCE & MARSHA MOSKOWITZ FOUNDATION | ||||||||||||
| 225 LIST ROAD | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $20,000 | |||||
| CAYTON ZIMMER CHILDRENS MUSEUM BY SHAREWELL | ||||||||||||
| 6505 WILSHIRE BLVD 100 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | CHARITABLE | $70,000 | |||||
| CEDARS SINAI | ||||||||||||
| 8700 BEVERLY BLVD NT STE 2416 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| CENTER FOR CREATIVE EDUCATION | ||||||||||||
| 2400 METROCENTRE BLVD | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC | CHARITABLE | $1,500 | |||||
| CENTER FOR INDEPENDENT DOCUMENTARY-FOUR WINTERS | ||||||||||||
| PO BOX 95216 | NEWTON | MA | 02495 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| CENTRAL SYNAGOGUE | ||||||||||||
| 123 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | CHARITABLE | $19,400 | |||||
| CHEERFUL HELPERS CHILD & FAMILY STUDY CENTER | ||||||||||||
| 3300 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| CHICAGO PUBLIC LIBRARY FOUNDATION | ||||||||||||
| 20 N MICHIGAN AVENUE STE 520 | CHICAGO | IL | 60602 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| CHICAGO SYMPHONY ORCHESTRA | ||||||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PUBLIC | CHARITABLE | $256,500 | |||||
| CHICAGO YOUTH CENTERS | ||||||||||||
| 218 S WABASH AVENUE STE 600 | CHICAGO | IL | 60604 | NONE | PUBLIC | CHARITABLE | $3,000 | |||||
| CHILDREN MENDING HEARTS | ||||||||||||
| 4100 W ALAMANDA AVE STE 300 | TOLUKA LAKE | CA | 91505 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| CHILDRENS HEALTH ALLIANCE FOR ISRAEL | ||||||||||||
| 1345 AVENUE OF THE AMERICAS 2ND | NEW YORK | NY | 10105 | NONE | PUBLIC | CHARITABLE | $1,800 | FLOOR | ||||
| CHILDRENS HOME SOCIETY OF FLORIDA | ||||||||||||
| CHC 3333 FOREST HILL BLVD | WEST PALM BEACH | FL | 33406 | NONE | PUBLIC | CHARITABLE | $1,500 | |||||
| CHILDRENS HOSPITAL LOS ANGELES | ||||||||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| CLEVELAND CLINIC PHILANTHROPY INSTITUTE | ||||||||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| COALITION FOR THE HOMELESS | ||||||||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| CREATIVE VISIONS | ||||||||||||
| 18820 PACIFIC COAST HWY STE 201 | MALIBU | CA | 90265 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| DANA FARBER CANCER FOUNDATION | ||||||||||||
| 220 SUNRISE AVENUE 204 | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| DALTON SCHOOL | ||||||||||||
| 108 EAST 89TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC | CHARITABLE | $35,000 | |||||
| DEITY ANIMAL RESCUE FOUNDATION | ||||||||||||
| 148 SOUTH DOHENY DRIVE | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC | CHARITABLE | $4,000 | |||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC | CHARITABLE | $1,250 | |||||
| EMILYS ENTOURAGE | ||||||||||||
| PO BOX 71 | MERION STATION | PA | 19066 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| EQUAL JUSTICE INITIATIVE | ||||||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | PUBLIC | CHARITABLE | $1,250 | |||||
| FIDF | ||||||||||||
| 1903 S CONGRESS AVENUE STE 202 | BOYNTON BEACH | FL | 33426 | NONE | PUBLIC | CHARITABLE | $19,750 | |||||
| FLAGLER MUSEUM | ||||||||||||
| P O BOX 969 | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| FOOD FOR THE POOR | ||||||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| FOR BLAKE'S SAKE RESCUE | ||||||||||||
| 130 STAFFORD AVENUE | STATEN ISLAND | NY | 10312 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| FRIENDS OF JCC KRAKOW | ||||||||||||
| 74 LAFAYETTE AVE SUITE 101 | SUFFERN | NY | 10901 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| GEORGE LOPEZ FOUNDATION | ||||||||||||
| 21731 VENTURA BLVD SUITE 300 | WOODLAND HILLS | CA | 91364 | NONE | PUBLIC | CHARITABLE | $88,500 | |||||
| GLOMERULAR KIDNEY DISEASE CENTER | ||||||||||||
| 161 FORT WAHINGTON AVENUE 202 | NEW YORK | NY | 10032 | NONE | PUBLIC | CHARITABLE | $2,000 | |||||
| GOODMAN THEATRE | ||||||||||||
| 170 N DEARBORN | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| HARVARD LAW SCHOOL | ||||||||||||
| 125 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | CHARITABLE | $20,000 | |||||
| HOLOCAUST MUSEUM LA | ||||||||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | NONE | PUBLIC | CHARITABLE | $20,000 | |||||
| HUDSON RIVER PARK FRIENDS | ||||||||||||
| PO BOX 488 | NARROWBURG | NY | 12764 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| IGNITE | ||||||||||||
| 180 MICHIGAN AVENUE SUITE 1900 | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| INTERNATIONAL MEDICAL CORP | ||||||||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| ISRAEL TENNIS CENTER FOUNDATION | ||||||||||||
| 3275 W HILLSBORO BLVD STE 102 | DEERFIELD BEACH | FL | 33442 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| JCC OF MANHATTAN | ||||||||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| JEWISH FAMILY SERVICES | ||||||||||||
| 1300 N JACKSON STREET | MILWAUKEE | WI | 53202 | NONE | PUBLIC | CHARITABLE | $21,000 | |||||
| JEWISH FAMILY SERVICES LA | ||||||||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | CHARITABLE | $3,500 | |||||
| JEWISH FAMILY SERVICES OF THE DESERT | ||||||||||||
| 490 S FARRELL DRIVE STE C-20 | PALM SPRINGS | CA | 92262 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| JEWISH FEDERATION OF GREATER LA | ||||||||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PUBLIC | CHARITABLE | $18,500 | |||||
| JEWISH FEDERATION OF METROPOLITAN CHICAGO | ||||||||||||
| 30 S WELLS STREET SUITE 3045 | CHICAGO | IL | 30445 | NONE | PUBLIC | CHARITABLE | $65,000 | |||||
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 334172760 | NONE | PUBLIC | CHARITABLE | $335,000 | |||||
| JEWISH MUSEUM | ||||||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | CHARITABLE | $7,500 | |||||
| JEWISH MUSEUM | ||||||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| JEWISH VOCATIONAL SERVICES OF LA | ||||||||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | CHARITABLE | $3,000 | |||||
| JOE TORRE SAFE AT HOME | ||||||||||||
| 55 W 39TH STREET STE 600 | NEW YORK | NY | 10018 | NONE | PUBLIC | CHARITABLE | $2,000 | |||||
| JOFFREY BALLET | ||||||||||||
| 10 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| JOHNS HOPKINS UNIVERSITY & MEDECINE | ||||||||||||
| 300 N CHARLES STREET | BALTIMORE | MD | 21201 | NONE | PUBLIC | CHARITABLE | $25,000 | |||||
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||||||
| 200 VESSEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PUBLIC | CHARITABLE | $7,500 | |||||
| KAUFMAN MUSIC CENTER | ||||||||||||
| 129 WEST 67TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| KOHL CHILDRENS MUSEUM OF GREATER CHICAGO | ||||||||||||
| 2100 PATRIOT BLVD | GLENVIEW | IL | 60026 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||||||||
| 701 OKEECHOBEE BOULEVARD | W PALM BEACH | FL | 33401 | NONE | PUBLIC | CHARITABLE | $109,850 | |||||
| LA CASA NORTE | ||||||||||||
| 3533 W NORTH AVE | CHICAGO | IL | 60647 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| LEAGUE OF AMERICAN ORCHESTRAS | ||||||||||||
| 520 8TH AVENUE STE 2005 | NEW YORK | NY | 10018 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| LIBRARY OF AMERICA | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| LOS ANGELES REGIONAL FOOD BANK | ||||||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PUBLIC | CHARITABLE | $3,272 | |||||
| MANHATTAN THEATRE CLUB | ||||||||||||
| 311 W 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC | CHARITABLE | $664 | |||||
| MARGAUX'S MIRACLE FOUNDATION | ||||||||||||
| 2601 NW 29TH DRIVE | BOCA RATON | FL | 33434 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| 125 NASHUA STREET UNIT 540 | BOSTON | MA | 02114 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| MCC THEATER | ||||||||||||
| 511 WEST 52ND STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| MEALS ON WHEELS PALM BEACH COUNTY | ||||||||||||
| 1300 S OLIVE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC | CHARITABLE | $15,000 | |||||
| MERIT SCHOOL OF MUSIC | ||||||||||||
| 38S PEORIA STREET | CHICAGO | IL | 60607 | NONE | PUBLIC | CHARITABLE | $3,000 | |||||
| MILWAUKEE JEWISH FEDERATION | ||||||||||||
| 1360 N PROSPECT AVENUE | MILWAUKEE | WI | 532023094 | NONE | PUBLIC | CHARITABLE | $36,000 | |||||
| MORSELIFE FOUNDATION INC | ||||||||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| MUSEUM OF JEWISH HERITAGE | ||||||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PUBLIC | CHARITABLE | $18,800 | |||||
| NATALORG | ||||||||||||
| NONE | PUBLIC | CHARITABLE | $500 | 72 PINHAS ROSEN ST BUILDING B 4TH | FLOOR | TEL AVIV | IS | |||||
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||||||
| 241 W 72ND STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| NATIONAL JEWISH HEALTH-BELLA SERA | ||||||||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||||||
| 101 SO INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| NEW YORK CITY CENTER | ||||||||||||
| 130 W 56TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | CHARITABLE | $2,500 | |||||
| NEW YORK HISTORICAL SOCIETY | ||||||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10019 | NONE | PUBLIC | CHARITABLE | $850 | |||||
| NORTHWESTERN UNIV FEINBERG SCHOOL OF MED | ||||||||||||
| 240 E SUPERIOR STREET 9TH FLOOR | CHICAGO | IL | 60611 | NONE | PUBLIC | CHARITABLE | $100,000 | |||||
| NORTON MUSEUM OF ART | ||||||||||||
| 1451 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC | CHARITABLE | $101,500 | |||||
| OCEAN PARK COMMUNITY CENTERPEOPLES CONCERN | ||||||||||||
| 526 SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | CHARITABLE | $3,000 | |||||
| PALM BEACH ATLANTIC UNIVERSITY | ||||||||||||
| 901 S FLAGLER DRIVE | WEST PALM BEACH | FL | 33416 | NONE | PUBLIC | CHARITABLE | $25,000 | |||||
| PALM BEACH CIVIC ASSOCIATION | ||||||||||||
| 139 N COUNTY ROAD 33 | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| PALM BEACH COUNTRY CLUB FOUNDATION | ||||||||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $4,000 | |||||
| PALM BEACH COUNTY FOOD BANK | ||||||||||||
| 525 GATOR DRIVE | LANTANA | FL | 33462 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| PALM BEACH DAY ACADEMY | ||||||||||||
| 241 SEAVIEW AVENUE | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $25,000 | |||||
| PALM BEACH FELLOWSHIP OF CHRISTIANS & JEWS | ||||||||||||
| 139 NORTH COUNTY ROAD SUITE 28 | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| PALM BEACH OPERA | ||||||||||||
| 1800 S AUSTRALIAN AVE SUITE 301 | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC | CHARITABLE | $14,340 | |||||
| PALM BEACH SYNAGOGUE | ||||||||||||
| 120 N COUNTY ROAD PO BOX 1028 | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $21,450 | |||||
| PALM BEACH UNITED WAY | ||||||||||||
| 44 COCOANUT ROW - M201 | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $25,000 | |||||
| PALM BEACH ZOO & CONSERVANCY | ||||||||||||
| 1301 SUMMIT BLVD | WEST PALM BEACH | FL | 33405 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| PALM SPRINGS ART MUSEUM | ||||||||||||
| PO BOX 2310 | PALM SPRINGS | CA | 92263 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| PARSONSTHE NEW SCHOOL UNIVERSITY DEVELOPMENT | ||||||||||||
| 79 FIFTH AVENUE 17TH FLOOR | NEW YORK | NY | 10003 | NONE | PUBLIC | CHARITABLE | $21,875 | |||||
| PEN AMERICA | ||||||||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| PLANNED PARENTHOOD | ||||||||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | NONE | PUBLIC | CHARITABLE | $9,325 | |||||
| PLANNED PARENTHOOD OF NYC | ||||||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| PREP FOR PREP | ||||||||||||
| 328 W 71ST STREET | NEW YORK | NY | 10023 | NONE | PUBLIC | CHARITABLE | $20,000 | |||||
| PRESERVATION FOUNDATION OF PALM BEACH | ||||||||||||
| 311 PERUVIAN AVENUE | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $4,700 | |||||
| PROMISE FUND OF FLORIDA | ||||||||||||
| 340 ROYAL POINCIANA WAY SUITE 328 | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $15,000 | PO BOX 933 | ||||
| QUEENS TOGETHER RESTAURANT ASSOCIATION | ||||||||||||
| 33-47 14TH STREET 7B | ASTORIA | NY | 11106 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| RISING TREETOPS | ||||||||||||
| 1140 BROADWAY STE 507 | NEW YORK | NY | 10001 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| RONALD MCDONALD HOUSE | ||||||||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| ROUNDABOUT THEATRE COMPANY | ||||||||||||
| 231 WEST 39TH STREET STE 1200 | NEW YORK | NY | 10018 | NONE | PUBLIC | CHARITABLE | $2,900 | |||||
| RYAN LICHT SANG BIPOLAR FOUNDATION | ||||||||||||
| P O BOX 2657 | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| SAINT JOHNS HEALTH CENTER FOUNDATION | ||||||||||||
| 2121 SANTA MONIVA BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC | CHARITABLE | $20,000 | |||||
| SANDRA BORNSTEIN HOLOCAUST EDUCATION CENTER | ||||||||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | NONE | PUBLIC | CHARITABLE | $2,000 | |||||
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||||||
| PO BOX 1510 | RANSON | WV | 25438 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| SIMON WEISENTHAL CENTER | ||||||||||||
| 1399 ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| SLIFKA CENTER FOR JEWISH LIFE AT YALE | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| SOUTH FLORIDA PBS-WXEL | ||||||||||||
| PO BOX 6607 | WEST PALM BEACH | FL | 33405 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| STAR PAWS | ||||||||||||
| 2038 GLYNDON AVENUE | VENICE | CA | 90291 | NONE | PUBLIC | CHARITABLE | $2,000 | |||||
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | ||||||||||||
| 525 WEST 120TH STREET | NEW YORK | NY | 100274750 | NONE | PUBLIC | CHARITABLE | $162,500 | |||||
| TECTONIC THEATER PROJECT | ||||||||||||
| 204 W 84TH STREET 2 | NEW YORK | NY | 10024 | NONE | PUBLIC | CHARITABLE | $15,000 | |||||
| TELSHE YESHIVA | ||||||||||||
| 28400 EUCLID AVENUE | WICKLIFFE | OH | 44092 | NONE | PUBLIC | CHARITABLE | $100 | |||||
| TEMPLE EMANU EL | ||||||||||||
| 190 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $19,375 | |||||
| THE 92ND STREET Y | ||||||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| THE ABILITY CENTER | ||||||||||||
| 10300 W WISCONSIN AVE | WAWAUTUSA | WI | 53226 | NONE | PUBLIC | CHARITABLE | $15,000 | |||||
| THE ACADEMY FOR TEACHERS | ||||||||||||
| 10 WEST 90TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | CHARITABLE | $20,000 | |||||
| THE BLUE BUS PROJECT | ||||||||||||
| 13-17 JACKSON AVE | LONG ISLAND CITY | NY | 11101 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| THE CENTER FOR DISCOVERY | ||||||||||||
| PO BOX 840 | HARRIS | NY | 12742 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| THE CHABAD HOUSE | ||||||||||||
| 361 SOUTH COUNTY ROAD D | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| THE COLLEAGUES | ||||||||||||
| 470 WARNER AVENUE | LOS ANGELES | CA | 90024 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| THE EDNA Y SCHWARTZ SCHOLARSHIP FUND | ||||||||||||
| 80 CLIFFWOOD STREET | LENOX | MA | 01240 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| THE EDUCATION FOUNDATION OF PBC | ||||||||||||
| 3300 FOREST HILL BLVD STE C141 | WEST PALM BEACH | FL | 33406 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| THE JEWISH BOARD | ||||||||||||
| 135 WEST 50TH STREET | NEW YORK | NY | 10020 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| THE LORD'S PLACE | ||||||||||||
| 2808 NORTH AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33407 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| THE METROPOLITAN OPERA | ||||||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 101330037 | NONE | PUBLIC | CHARITABLE | $5,500 | |||||
| NEW 42ND STREET | ||||||||||||
| 229 42ND STREET 10TH FLOOR | NEW YORK | NY | 10036 | NONE | PUBLIC | CHARITABLE | $8,444 | |||||
| THE NIGHT MINISTRY | ||||||||||||
| 4711 N RAVENSWOOD AVE | CHICAGO | IL | 60640 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| THE OLANA PARTNERSHIP | ||||||||||||
| PO BOX 199 | HUDSON | NY | 12534 | NONE | PUBLIC | CHARITABLE | $2,000 | |||||
| THE PUBLIC THEATER | ||||||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PUBLIC | CHARITABLE | $2,595 | |||||
| SOCIETY OF THE FOUR ARTS | ||||||||||||
| 2 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| THE SOLOMON R GUGGENHEIM FOUNDATION | ||||||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | CHARITABLE | $64,200 | |||||
| THE SYLVIA CENTER | ||||||||||||
| 2417 3RD AVENUE STE 301 | BRONX | NY | 10451 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| THEATRE ASPEN | ||||||||||||
| 110 E HALLMAN STREET STE 126 | ASPEN | CO | 81611 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| THIRTEENWNET | ||||||||||||
| 825 EIGTH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC | CHARITABLE | $100 | |||||
| TIDES CENTERCHILDRENS ACTION NETWORK | ||||||||||||
| 11849 WEST OLYMPIC BLVD SUITE 101 | LOS ANGELES | CA | 90064 | NONE | PUBLIC | CHARITABLE | $2,800 | |||||
| TRINITY SCHOOL | ||||||||||||
| 139 WEST 91ST STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | CHARITABLE | $30,000 | |||||
| UNITED HATZALAH | ||||||||||||
| 442 5TH AVENUE SUITE 1866 | NEW YORK | NY | 10018 | NONE | PUBLIC | CHARITABLE | $3,000 | |||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5235 SOUTH HARPER COURT SUITE 450 | CHICAGO | IL | 60615 | NONE | PUBLIC | CHARITABLE | $75,000 | |||||
| UNIVERSITY OF MIAMI BASCOM PALMER EYE INSTITUTE | ||||||||||||
| DIVISION OF UNIVERSITY ADVANCEMENT | CORAL GABLES | FL | 33102 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| UNIVERSITY OF MARYLAND | ||||||||||||
| 4603 CALVERT ROAD | COLLEGE PARK | MD | 20740 | NONE | PUBLIC | CHARITABLE | $2,000 | |||||
| UNIVERSITY OF VIRGINIA | ||||||||||||
| 112 CLARKE COURT | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC | CHARITABLE | $10,000 | |||||
| UNIVERSITY OF WISCONSIN HILLEL | ||||||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | NONE | PUBLIC | CHARITABLE | $5,000 | |||||
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||||||
| 100 RAOUL WALLENBURG PLACE | SW WASHINGTON DC | DC | 20024 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| WESTSIDE JEWISH COMMUNITY CENTERTHE J LA | ||||||||||||
| 5870 W OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC | CHARITABLE | $3,000 | |||||
| WILSHIRE BLVD TEMPLE | ||||||||||||
| 11960 SUNSET BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC | CHARITABLE | $125,000 | |||||
| WORLD JEWISH RELEIF | ||||||||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | NONE | PUBLIC | CHARITABLE | $1,000 | |||||
| YALE UNIVERSITY DS UNDER GRAD HUMANITIES | ||||||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | PUBLIC | CHARITABLE | $25,000 | |||||
| ZAKWORLDORG | ||||||||||||
| 2920 AVENUE R | BROOKLYN | NY | 11229 | NONE | PUBLIC | CHARITABLE | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,894,570 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,508,923 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,017,492 | ExclusionAmt |
| Related Or Exempt Function Incm | $858,891 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 PASS THROUGH OTHER INCOME | 18 | -$102,134 |
| TAX-EXEMPT INT INCOME | 18 | $31 |
| TAX EXEMPT INCOME | 18 | $1,716 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,426,028 | ExclusionAmt |
| Related Or Exempt Function Incm | $858,891 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,284,919 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | REALIZED GAIN FROM PASSTHROUGH ENTITY | RelationshipStatementTxt |
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 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. SEC. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT THE 2013 QUALIFYING DISTRIBUTIONS OF $1,574,221 IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB BROKERAGE ACCOUNT | $7,708,998 | $8,950,342 |
| WELLS FARGO BROKERAGE ACCOUNT | $8,823,797 | $16,778,365 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT LTG INVESTORS | AT COST | $9,460 | $31,274 |
| INVESTMENT IN ARTISAN FUNDS | AT COST | $3,448,687 | $4,780,904 |
| INVESTMENT IN LONE CEDAR LTD | AT COST | $1,500,000 | $1,778,191 |
| INVESTMENT IN WARBURG PINCUS PRIVATE EQ XI | AT COST | $672,917 | $1,068,283 |
| INVESTMENT IN ABS OFFSHORE SPC GLOBAL | AT COST | $4,600,000 | $6,599,618 |
| INVESTMENT IN FIRSTMARK CAPITAL IV | AT COST | $807,918 | $1,760,481 |
| INVESTMENT IN WARBURG PINCUS PRIVATE EQ XII | AT COST | $1,369,336 | $2,045,294 |
| INVESTMENT IN RMWC DIRECT LENDING OPP FUND III | AT COST | $2,894,550 | $2,831,148 |
| INVESSTMENT IN APOLLO FUND III (DOLLAR B) | AT COST | $309,711 | $280,887 |
| INVESTMENT IN FIRSTMARK CAPITAL II | AT COST | $761,791 | $1,641,074 |
| INVESTMENT IN THE CANNABIST COMPANY HOLDINGS INC. (C CORP) | AT COST | $33,446 | $10,640 |
| INVESTMENT IN WARBURG PINCUS GLOBAL GROWTH | AT COST | $1,743,123 | $2,450,034 |
| INVESTMENT IN APOLLO INVESTMENT FUND IX | AT COST | $927,225 | $1,532,921 |
| INVESTMENT IN COLUMBIA CARE INC NOTE | AT COST | $2,000,000 | $2,000,000 |
| INVESTMENT IN COMMONFUND CAPITAL VENTURE PARTNERS XIII | AT COST | $2,133,126 | $3,088,378 |
| INVESTMENT IN OAKTREE DISLOCATION FUND (US) LP | AT COST | $4,374 | $1,730 |
| INVESTMENT IN RMWC DIRECT LENDING OPP FUND IV | AT COST | $1,032,082 | $1,038,757 |
| INVESTMENT IN WARBURG PINCUS GLOBAL GROWTH 14 | AT COST | $745,415 | $899,875 |
| INVESTMENT IN AG REALTY VALUE FUND XI | AT COST | $275,230 | $368,926 |
| INVESTMENT IN FIRSTMARK CAPITAL OF IV | AT COST | $79,443 | $79,210 |
| INVESTMENT IN FIRSTMARK CAPITAL VI | AT COST | $47,367 | $46,438 |
| INVESTMENT IN IEQ CAPITAL ACCESS FD - BRP SECONDARY V | AT COST | $79,938 | $98,709 |
| INVESTMENT IN REDWHEEL EMERGING MARKET EQUITY FUND | AT COST | $1,500,000 | $1,407,973 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTION | $282,566 | $282,566 | $0 |
| OTHER EXPENSE K-1 PASS THROUGH | $43,831 | $43,831 | $0 |
| NON DEDUCTIBLE EXPENSE | $1,040 | $0 | $0 |
| OTHER DEDUCTIONS | $17,485 | $17,485 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 PASS THROUGH OTHER INCOME | -$102,134 | -$102,134 | -$102,134 |
| TAX-EXEMPT INT INCOME | $31 | $31 | $31 |
| TAX EXEMPT INCOME | $1,716 | $1,716 | $1,716 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD | Desc |
| BOY Book Value | $500 | BOYBookValueAmt |
| EOY Book Value | $4,707 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID CHARLES SCHWAB | $431 | $431 | $0 |
| FOREIGN TAX K-1 PASS THROUGH | $1,788 | $1,788 | $0 |
| EXCISE TAX PAYMENTS FOR FORM 990-PF 2022 | $20,000 | $0 | $0 |
| FEDERAL INC TAX 990-T 2022 & 2021 REFUND | $6,691 | $0 | $0 |