STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE@KOHLI FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE@KOHLI FAMILY FOUNDATION (EIN 04-6957871)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201921359349100802
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T06:16:55-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222371700PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRAPHAGEN CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1234 KINDERKAMACK RDAddressLine1Txt
CityORADELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP076492128ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046957871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KOHLI FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKOHLBusinessNameControlTxt
Phone2013910224PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 SPRINGHOUSE ROADAddressLine1Txt
CityWOODCLIFF LAKECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07677ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS KOHLIPersonNm
Person TitleTrusteePersonTitleTxt
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES A LAWRENCE CPAPreparerPersonNm
PTINP00172306PTIN
Phone2012621040PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$35,543FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$462DividendsRevAndExpnssAmt
Dividends Net Invst Incm$462DividendsNetInvstIncmAmt
Dividends Adj Net Incm$462DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,514NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,166GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,514CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,166NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$4,977TotalRevAndExpnssAmt
Total Net Invst Incm$4,977TotalNetInvstIncmAmt
Total Adj Net Incm$3,629TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23ExcessRevenueOverExpensesAmt
Net Investment Income$4,977NetInvestmentIncomeAmt
Adjusted Net Income$3,629AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$243CashEOYAmt
Cash EOYFMV$243CashEOYFMVAmt
Corporate Stock BOY$47,386CorporateStockBOYAmt
Corporate Stock EOY$33,359CorporateStockEOYAmt
Corporate Stock EOYFMV$35,300CorporateStockEOYFMVAmt
Total Assets BOY$47,386TotalAssetsBOYAmt
Total Assets EOY$33,602TotalAssetsEOYAmt
Total Assets EOYFMV$35,543TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$47,386CapitalStockBOYAmt
Capital Stock EOY$33,602CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$47,386TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$33,602TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$47,386TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$33,602TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$47,386TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23ExcessRevenueOverExpensesAmt
Subtotal$47,363SubtotalAmt
Other Decreases$13,761OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$33,602TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
MMLP2018-01-012018-12-31$3,166$3,166$3,166
JOHN HANCOCK FDMNTLP2016-12-192018-12-10$1,500$79$79$1,421
TRANSAMERICA US GROWTHP2002-01-252018-12-10$3,500$1,269$1,269$2,231
FieldValueIRS element (for citing)
Capital Gain Net Income$4,514CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,166NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,945AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$44,354NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.22422DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$42,674NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.11717DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$42,954NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.11640DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$45,332NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.11030DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$46,508NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.10751DistributionYr5Rt
Total Distribution0.675595TotalDistributionRt
Average Distribution0.135119AverageDistributionRt
Net Investment Income Pct$50NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$50AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$50InvestmentIncomeExciseTaxAmt
Subtotal$50SubtotalAmt
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Tax Due$50TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS KOHLIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2013910224PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line133 SPRINGHOUSE ROADAddressLine1Txt
CityWOODCLIFF LAKECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07677ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
THOMAS KOHLI
33 SPRINGHOUSE ROADWOODCLIFF LAKENJ07677Trustee0.00$0
MARGARET KOHLI
33 SPRINGHOUSE ROADWOODCLIFF LAKENJ07677Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ST. JOSEPH CHURCHDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$50TaxBasedOnInvestmentIncomeAmt
Total Tax$50TotalTaxAmt
Distributable Before Adj$50DistributableBeforeAdjAmt
Distributable Before Ded$50DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,000ExpensesAndContributionsAmt
Qualifying Distributions$5,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$50PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$7,837ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,837TotalExcessDistributionCyovAmt
Qualifying Distributions$5,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$5,000RemainingDistriFromCorpusAmt
Total Corpus$12,837TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$12,837ExcessDistriCyovToNextYrAmt
Excess From Year1$7,837ExcessFromYear1Amt
Excess From Current Year$5,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHOMAS KOHLIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line133 SPRINGHOUSE ROADAddressLine1Txt
CityWOODCLIFF LAKECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07677ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2013910224RecipientPhoneNum
Form And Info And MaterialsLETTER REQUESTCERTFIED MAILFormAndInfoAndMaterialsTxt
Submission DeadlinesDECEMBER 1ST OF EACH YEARSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonST JOSEPH CHURCHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1300 ELM STREETAddressLine1Txt
CityORADELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07649ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipPATRONRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERALGrantOrContributionPurposeTxt
Amt$5,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$462RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,514RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,977RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,977TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd