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SIDNEY A KOHL FAM FOUNDATION TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SIDNEY A KOHL FAM FOUNDATION TR (EIN 65-6429919)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202513189349104186
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T15:41:51-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11601 FORUM PLACE 9TH FLOORAddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN656429919EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIDNEY KOHL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKOHLBusinessNameControlTxt
Phone5618334211PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 SUNRISE AVENUE 202AddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSIDNEY KOHLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5618334211PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARTIN CASSPreparerPersonNm
PTINP00047014PTIN
Phone5616881600PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$67,575,548FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,442,219DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,442,219DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,007,466NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,259,999GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,007,466CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$9,625OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$9,625OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,459,310TotalRevAndExpnssAmt
Total Net Invst Incm$2,459,310TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$56,089TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20,214TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$369,842OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$369,812OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$425,931TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$390,026TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,149,105ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,149,105ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,575,036TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$390,026TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,149,105TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$884,274ExcessRevenueOverExpensesAmt
Net Investment Income$2,069,284NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$611,673SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,311,827SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,311,827SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$16,532,795CorporateStockBOYAmt
Corporate Stock EOY$15,070,248CorporateStockEOYAmt
Corporate Stock EOYFMV$25,964,607CorporateStockEOYFMVAmt
Other Investments BOY$26,975,139OtherInvestmentsBOYAmt
Other Investments EOY$28,630,699OtherInvestmentsEOYAmt
Other Investments EOYFMV$40,299,114OtherInvestmentsEOYFMVAmt
Total Assets BOY$44,119,607TotalAssetsBOYAmt
Total Assets EOY$45,012,774TotalAssetsEOYAmt
Total Assets EOYFMV$67,575,548TotalAssetsEOYFMVAmt
Other Liabilities BOY$4,707OtherLiabilitiesBOYAmt
Other Liabilities EOY$13,600OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,707TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,600TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$44,114,900CapitalStockBOYAmt
Capital Stock EOY$44,999,174CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$44,114,900TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$44,999,174TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$44,119,607TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,012,774TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$44,114,900TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$884,274ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$44,999,174SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$44,999,174TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB - LONG TERMP2013-01-092024-02-02$799,227$252,044$547,183$547,183
CHARLES SCHWAB - SHORT TERMP2023-03-292024-03-15$812,408$1,000,489-$188,081-$188,081
FROM K-1 PASS THRU - LTP2013-01-102024-12-31$629,645$629,645$629,645
FROM K-1 PASS THRU - STP2024-01-012024-12-31$5,648$5,648$5,648
WELLS FARGO COST BASIS ADJP2024-01-012024-12-31$13,071$13,071$13,071
FieldValueIRS element (for citing)
Capital Gain Net Income$1,007,466CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$28,763InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$28,763SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$28,763TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$43,755EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$83,755TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$54,992OverpaymentAmt
Applied To ES Tax$54,992AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSIDNEY A KOHLIndividualWithBooksNm
Phone5618334211PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1220 SUNRISE AVENUE STE 202AddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSIDNEY A KOHLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1220 SUNRISE AVENUE STE 202AddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THIS FOUNDATION MAY PROVIDE GRANTS TO QUALIFIED ORGANIZATIONS IT DOES NOT PARTICIPATE IN ANY DIRECT CHARITABLE ACTIVITIES.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,570,360AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,549,285AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$38,447,009FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$65,566,654TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$65,566,654AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$983,500CashDeemedCharitableAmt
Net Vl Noncharitable Assets$64,583,154NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,229,158MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,229,158MinimumInvestmentReturnAmt
Tax Based On Investment Income$28,763TaxBasedOnInvestmentIncomeAmt
Income Tax$2,118IncomeTaxAmt
Total Tax$30,881TotalTaxAmt
Distributable Before Adj$3,198,277DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,198,277DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,198,277DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,149,105ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,149,105QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,198,277DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$12,732ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$188,357ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$31,979ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$233,068TotalExcessDistributionCyovAmt
Qualifying Distributions$3,149,105QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,149,105AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$49,172ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$49,172ExcessDistributionCyovAppCYAmt
Total Corpus$183,896TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$183,896ExcessDistriCyovToNextYrAmt
Excess From Year4$151,917ExcessFromYear4Amt
Excess From Year2$31,979ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSIDNEY KOHLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1220 SUNRISE AVENUE STE 202AddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5618334211RecipientPhoneNum
Form And Info And MaterialsNO PARTICULAR FORM OR APPLICATION IS NECESSARY. ONLY A LETTER THAT GIVES ESSENTIAL DETAILS OF THE PROJECT IS REQUIRED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNO 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 (152 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
211 PALM BEACH TREASURE COAST
PO BOX 3588LANTANAFL33465NONEPUBLICCHARITABLE$1,000
ALEXIS DETOCQUEVILLE SOCIETY OF PBUNITED WAY
44 COCOANUT ROW - M201PALM BEACHFL33480NONEPUBLICCHARITABLE$50,000
ALI FORNEY CENTER
224 WEST 35TH STREET SUITE 1500NEW YORKNY10001NONEPUBLICCHARITABLE$2,250
ALLIANCE FOR CHILDRENS RIGHTS
3333 WILSHIRE BLVD STE 550LOS ANGELESCA90010NONEPUBLICCHARITABLE$4,750
AMERICA GIVES INC
228 PARK AVE S 71410NEW YORKNY10003NONEPUBLICCHARITABLE$2,500
AMERICAN ASSOC OF THE NATIONAL THEATER
214 WEST 29TH STREET STE 701NEW YORKNY10001NONEPUBLICCHARITABLE$10,000
AMERICAN FRIENDS OF HEBREW UNIVERSITY
11 EAST 69TH STREETNEW YORKNY100214982NONEPUBLICCHARITABLE$35,000
AMERICAN FRIENDS OF ISRAEL MUSEUM
545 FIFTH AVENUE SUITE 920NEW YORKNY10017NONEPUBLICCHARITABLE$9,500
AMERICAN FRIENDS OF ISRAEL PHILHARMONIC ORCHESTRA
122 EAST 42ND STREET 4507NEW YORKNY10168NONEPUBLICCHARITABLE$2,500
AMERICAN FRIENDS OF MAGEN DAVID ADOM
352 SEVENTH AVENUE STE 400NEW YORKNY10001NONEPUBLICCHARITABLE$7,500
AMERICAN FRIENDS OF SHEBA MEDICAL CENTER
6505 WILSHIRE BLVD STE 615LOS ANGELESCA90048NONEPUBLICCHARITABLE$1,000
AMERICAN FRIENDS OF YAHAD IN UNIM
25 WEST 45TH ST STE 1405NEW YORKNY10036NONEPUBLICCHARITABLE$10,000
AMERICAN FRIENDS SCHNEIDER CHILD MED CTR
PO BOX 700383SAINT CLOUDFL34770NONEPUBLICCHARITABLE$10,000
AMERICAN JEWISH COMMITTEE
165 E 56TH STREET 620NEW YORKNY100222746NONEPUBLICCHARITABLE$2,500
AMFAR THE FOUNDATION FOR AIDS RESEARCH
120 WALL STREET 12TH FLOORNEW YORKNY10005NONEPUBLICCHARITABLE$10,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY101583560NONEPUBLICCHARITABLE$31,000
ASPEN ART MUSEUM
637 EAST HYMAN AVENUEASPENCO81611NONEPUBLICCHARITABLE$10,000
ASPEN COUNTRY DAY SCHOOL
85 COUNTRY DAY WAYASPENCO81611NONEPUBLICCHARITABLE$15,000
AUTISM SPEAKS
2 PARK AVENUE 4TH FLNEW YORKNY10016NONEPUBLICCHARITABLE$1,000
BEST FRIENDS ANIMAL SANCTUARY
5001 ANGEL CANYON ROADKANABUT84741NONEPUBLICCHARITABLE$3,250
BIRTHRIGHT ISRAEL FOUNDATION
33 E 33RD STREET 7TH FLOORNEW YORKNY10016NONEPUBLICCHARITABLE$80,000
BOSTON UNIVERSITY CENTER FOR PSYCHIATRIC REHAB
595 COMMONWEALTH AVENUE SUITE 700BOSTONMA02215NONEPUBLICCHARITABLE$2,500
BOWERY MISSION
355 LEXINGTON AVE FLOOR 19NEW YORKNY10017NONEPUBLICCHARITABLE$750
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREET STE 609NEW YORKNY10036NONEPUBLICCHARITABLE$10,000
BRUCE & MARSHA MOSKOWITZ FOUNDATION
225 LIST ROADPALM BEACHFL33480NONEPUBLICCHARITABLE$20,000
CAYTON ZIMMER CHILDRENS MUSEUM BY SHAREWELL
6505 WILSHIRE BLVD 100LOS ANGELESCA90048NONEPUBLICCHARITABLE$127,000
CEDARS SINAI
8700 BEVERLY BLVD NT STE 2416LOS ANGELESCA90048NONEPUBLICCHARITABLE$5,000
CENTER FOR CREATIVE EDUCATION
2400 METROCENTRE BLVDWEST PALM BEACHFL33407NONEPUBLICCHARITABLE$2,000
CENTER ON HALSTED
3657 N HALSTED STREETCHICAGOIL60613NONEPUBLICCHARITABLE$10,000
CENTRAL SYNAGOGUE
123 EAST 55TH STREETNEW YORKNY10022NONEPUBLICCHARITABLE$14,600
CHALLENGED ATHLETES
9591 WAPLES STREETSAN DIEGOCA92129NONEPUBLICCHARITABLE$1,000
CHEERFUL HELPERS CHILD & FAMILY STUDY CENTER
3300 WILSHIRE BOULEVARDLOS ANGELESCA90010NONEPUBLICCHARITABLE$5,000
CHICAGO PUBLIC LIBRARY FOUNDATION
20 N MICHIGAN AVENUE STE 520CHICAGOIL60602NONEPUBLICCHARITABLE$2,500
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVENUECHICAGOIL60604NONEPUBLICCHARITABLE$300,000
CHICAGO YOUTH CENTERS
218 S WABASH AVENUE STE 600CHICAGOIL60604NONEPUBLICCHARITABLE$3,000
CHILDRENS HOME SOCIETY OF FLORIDA
CHC 3333 FOREST HILL BLVDWEST PALM BEACHFL33406NONEPUBLICCHARITABLE$1,500
CHILDRENS HOSPITAL LOS ANGELES
4650 SUNSET BLVD 29LOS ANGELESCA90027NONEPUBLICCHARITABLE$8,350
CITY HARVEST
150 52ND STREETBROOKLYNNY11232NONEPUBLICCHARITABLE$1,250
CITY YEAR INC
2 MORRISSEY BLVDDORCHESTERMA02125NONEPUBLICCHARITABLE$5,000
CLEVELAND CLINIC PHILANTHROPY INSTITUTE
525 OKEECHOBEE BLVD STE 1400WEST PALM BEACHFL33401NONEPUBLICCHARITABLE$20,000
CYSTIC FIBROSIS FOUNDATION
700 S DIXIE HWYWEST PALM BEACHFL33401NONEPUBLICCHARITABLE$2,000
DANA FARBER CANCER FOUNDATION
220 SUNRISE AVENUE 204PALM BEACHFL33480NONEPUBLICCHARITABLE$5,000
DEITY ANIMAL RESCUE FOUNDATION
148 SOUTH DOHENY DRIVEBEVERLY HILLSCA90211NONEPUBLICCHARITABLE$9,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONEPUBLICCHARITABLE$1,250
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104NONEPUBLICCHARITABLE$1,250
FIDF
1903 S CONGRESS AVENUE STE 202BOYNTON BEACHFL33426NONEPUBLICCHARITABLE$17,250
FLAGLER MUSEUM
P O BOX 969PALM BEACHFL33480NONEPUBLICCHARITABLE$5,000
FOOD FOR THE POOR
6401 LYONS ROADCOCONUT CREEKFL33073NONEPUBLICCHARITABLE$1,000
FOR BLAKE'S SAKE RESCUE
130 STAFFORD AVENUESTATEN ISLANDNY10312NONEPUBLICCHARITABLE$1,000
FRIENDS OF JCC KRAKOW
74 LAFAYETTE AVE SUITE 101SUFFERNNY10901NONEPUBLICCHARITABLE$12,500
FRIENDS OF RECREATION INC
PO BOX 977PALM BEACHFL33480NONEPUBLICCHARITABLE$5,000
GEORGE LOPEZ FOUNDATION
21731 VENTURA BLVD SUITE 300WOODLAND HILLSCA91364NONEPUBLICCHARITABLE$20,000
GOODMAN THEATRE
170 N DEARBORNCHICAGOIL60601NONEPUBLICCHARITABLE$5,000
HARVARD LAW SCHOOL
125 MT AUBURN STREETCAMBRIDGEMA02138NONEPUBLICCHARITABLE$20,000
HEARING THE OVARIAN CANCER WHISPER
360 CYPRESS DRIVE 4JUPITERFL33469NONEPUBLICCHARITABLE$10,000
HISTORICAL SOCIETY OF PALM BEACH COUNTY
300 N DIXIE HWYWEST PALM BEACHFL33401NONEPUBLICCHARITABLE$1,000
HOLOCAUST MUSEUM LA
100 THE GROVE DRIVELOS ANGELESCA90036NONEPUBLICCHARITABLE$45,000
HOPE FOR DEPRESSION
40 WEST 57TH STREET SUITE 1440NEW YORKNY10019NONEPUBLICCHARITABLE$5,000
HOWARD BROWN HEALTH CENTER
4025 N SHERIDAN ROADCHICAGOIL60613NONEPUBLICCHARITABLE$5,000
IGNITE
180 MICHIGAN AVENUE SUITE 1900CHICAGOIL60601NONEPUBLICCHARITABLE$5,000
INTERNATIONAL MEDICAL CORP
12400 WILSHIRE BLVD STE 1500LOS ANGELESCA90025NONEPUBLICCHARITABLE$1,000
ISRAEL TENNIS CENTER FOUNDATION
3275 W HILLSBORO BLVD STE 102DEERFIELD BEACHFL33442NONEPUBLICCHARITABLE$7,500
JCC OF MANHATTAN
334 AMSTERDAM AVENUENEW YORKNY10023NONEPUBLICCHARITABLE$10,000
JEWISH COMMUNAL FUND
575 MADISON AVE SUITE 703NEW YORKNY10022NONEPUBLICCHARITABLE$5,000
JEWISH FAMILY SERVICES
1300 N JACKSON STREETMILWAUKEEWI53202NONEPUBLICCHARITABLE$21,000
JEWISH FAMILY SERVICES LA
3580 WILSHIRE BLVD SUITE 700LOS ANGELESCA90010NONEPUBLICCHARITABLE$4,000
JEWISH FAMILY SERVICES OF THE DESERT
490 S FARRELL DRIVE STE C-20PALM SPRINGSCA92262NONEPUBLICCHARITABLE$10,000
JEWISH FEDERATION OF GREATER LA
6505 WILSHIRE BOULEVARDLOS ANGELESCA90048NONEPUBLICCHARITABLE$23,250
JEWISH FEDERATION OF METROPOLITAN CHICAGO
30 S WELLS STREET SUITE 3045CHICAGOIL30445NONEPUBLICCHARITABLE$80,000
JEWISH FEDERATION OF PALM BEACH COUNTY
4601 COMMUNITY DRIVEWEST PALM BEACHFL334172760NONEPUBLICCHARITABLE$357,800
JEWISH NATIONAL FUND US
78 RANDALL AVENUEROCKVILLE CENTRENY11157NONEPUBLICCHARITABLE$1,500
JEWISH VOCATIONAL SERVICES OF LA
3580 WILSHIRE BLVD STE 700LOS ANGELESCA90010NONEPUBLICCHARITABLE$3,000
JOE TORRE SAFE AT HOME
55 W 39TH STREET STE 600NEW YORKNY10018NONEPUBLICCHARITABLE$2,500
JOFFREY BALLET
10 EAST RANDOLPH STREETCHICAGOIL60601NONEPUBLICCHARITABLE$5,000
KOHL CHILDRENS MUSEUM OF GREATER CHICAGO
2100 PATRIOT BLVDGLENVIEWIL60026NONEPUBLICCHARITABLE$10,000
KRAVIS CENTER FOR THE PERFORMING ARTS
701 OKEECHOBEE BOULEVARDW PALM BEACHFL33401NONEPUBLICCHARITABLE$110,000
LA CASA NORTE
3533 W NORTH AVECHICAGOIL60647NONEPUBLICCHARITABLE$5,000
LEAGUE OF AMERICAN ORCHESTRAS
520 8TH AVENUE STE 2005NEW YORKNY10018NONEPUBLICCHARITABLE$5,000
LIBRARY OF AMERICA
14 EAST 60TH STREETNEW YORKNY10022NONEPUBLICCHARITABLE$5,000
LOS ANGELES REGIONAL FOOD BANK
1734 E 41ST STREETLOS ANGELESCA90058NONEPUBLICCHARITABLE$1,045
MARGAUX'S MIRACLE FOUNDATION
2601 NW 29TH DRIVEBOCA RATONFL33434NONEPUBLICCHARITABLE$10,000
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET UNIT 540BOSTONMA02114NONEPUBLICCHARITABLE$10,000
MEALS ON WHEELS PALM BEACH COUNTY
1300 S OLIVEWEST PALM BEACHFL33401NONEPUBLICCHARITABLE$20,000
MEMORIAL SLOAN KETTERING
PO BOX 27106NEW YORKNY10087NONEPUBLICCHARITABLE$5,000
MERIT SCHOOL OF MUSIC
38S PEORIA STREETCHICAGOIL60607NONEPUBLICCHARITABLE$3,000
MILWAUKEE JEWISH FEDERATION
1360 N PROSPECT AVENUEMILWAUKEEWI532023094NONEPUBLICCHARITABLE$36,000
MORSELIFE FOUNDATION INC
4847 FRED GLADSTONE DRIVEWEST PALM BEACHFL33417NONEPUBLICCHARITABLE$11,200
MUSEUM OF JEWISH HERITAGE
36 BATTERY PLACENEW YORKNY10280NONEPUBLICCHARITABLE$35,000
NATIONAL JEWISH HEALTH-BELLA SERA
1400 JACKSON STREETDENVERCO80206NONEPUBLICCHARITABLE$5,000
NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
101 SO INDEPENDENCE MALL EASTPHILADELPHIAPA19106NONEPUBLICCHARITABLE$5,000
NEW 42ND STREET
229 42ND STREET 10TH FLOORNEW YORKNY10036NONEPUBLICCHARITABLE$5,000
NEW YORK CITY CENTER
130 W 56TH STREETNEW YORKNY10019NONEPUBLICCHARITABLE$2,500
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WESTNEW YORKNY10019NONEPUBLICCHARITABLE$1,350
NORTHWESTERN UNIV FEINBERG SCHOOL OF MED
240 E SUPERIOR STREET 9TH FLOORCHICAGOIL60611NONEPUBLICCHARITABLE$100,000
NORTON MUSEUM OF ART
1451 S OLIVE AVENUEWEST PALM BEACHFL33401NONEPUBLICCHARITABLE$110,000
NYU LANGONE HEALTH (MICHAEL H PERSKIN MD SCHOLARSHIP FD)
ONE PARK AVENUE 9TH FLOORNEW YORKNY10016NONEPUBLICCHARITABLE$100,000
OCEAN PARK COMMUNITY CENTERPEOPLES CONCERN
526 SAN PEDRO STREETLOS ANGELESCA90013NONEPUBLICCHARITABLE$3,000
PALM BEACH ATLANTIC UNIVERSITY
901 S FLAGLER DRIVEWEST PALM BEACHFL33416NONEPUBLICCHARITABLE$30,000
PALM BEACH CIVIC ASSOCIATION
139 N COUNTY ROAD 33PALM BEACHFL33480NONEPUBLICCHARITABLE$15,000
PALM BEACH COUNTRY CLUB FOUNDATION
760 N OCEAN BLVDPALM BEACHFL33480NONEPUBLICCHARITABLE$7,000
PALM BEACH COUNTY FOOD BANK
525 GATOR DRIVELANTANAFL33462NONEPUBLICCHARITABLE$1,000
PALM BEACH DAY ACADEMY
241 SEAVIEW AVENUEPALM BEACHFL33480NONEPUBLICCHARITABLE$25,000
PALM BEACH FELLOWSHIP OF CHRISTIANS & JEWS
139 NORTH COUNTY ROAD SUITE 28PALM BEACHFL33480NONEPUBLICCHARITABLE$1,000
PALM BEACH OPERA
1800 S AUSTRALIAN AVE SUITE 301WEST PALM BEACHFL33409NONEPUBLICCHARITABLE$19,280
PALM BEACH SYNAGOGUE
120 N COUNTY ROAD PO BOX 1028PALM BEACHFL33480NONEPUBLICCHARITABLE$24,450
PALM BEACH UNITED WAY
44 COCOANUT ROW - M201PALM BEACHFL33480NONEPUBLICCHARITABLE$2,000
PLANNED PARENTHOOD
2300 N FLORIDA MANGO RDWEST PALM BEACHFL33409NONEPUBLICCHARITABLE$10,000
PRESERVATION FOUNDATION OF PALM BEACH
311 PERUVIAN AVENUEPALM BEACHFL33480NONEPUBLICCHARITABLE$14,800
PROMISE FUND OF FLORIDA
340 ROYAL POINCIANA WAY SUITE 328PALM BEACHFL33480NONEPUBLICCHARITABLE$11,000PO BOX 933
QUEENS TOGETHER RESTAURANT ASSOCIATION
33-47 14TH STREET 7BASTORIANY11106NONEPUBLICCHARITABLE$1,000
RONALD MCDONALD HOUSE
405 EAST 73RD STREETNEW YORKNY10021NONEPUBLICCHARITABLE$5,000
ROUNDABOUT THEATRE COMPANY
231 WEST 39TH STREET STE 1200NEW YORKNY10018NONEPUBLICCHARITABLE$3,000
RYAN LICHT SANG BIPOLAR FOUNDATION
P O BOX 2657PALM BEACHFL33480NONEPUBLICCHARITABLE$15,000
SAINT JOHNS HEALTH CENTER FOUNDATION
2121 SANTA MONIVA BLVDSANTA MONICACA90404NONEPUBLICCHARITABLE$20,000
SENSE OF HOME
3457 W EL SEGUNDO BLVD UNIT AHAWTHORNECA90250NONEPUBLICCHARITABLE$3,790
SHRINERS HOSPITAL FOR CHILDREN
PO BOX 1510RANSONWV25438NONEPUBLICCHARITABLE$1,000
SIMON WEISENTHAL CENTER
1399 ROXBURY DRIVELOS ANGELESCA90035NONEPUBLICCHARITABLE$5,000
SOCIETY OF THE FOUR ARTS
2 FOUR ARTS PLAZAPALM BEACHFL33480NONEPUBLICCHARITABLE$10,000
SOUTH FLORIDA PBS-WXEL
PO BOX 6607WEST PALM BEACHFL33405NONEPUBLICCHARITABLE$5,000
STEADMAN PHILIPPON RESEARCH INSTITUTE
200 S ROBINSON STREET STE 301BASALTCO81621NONEPUBLICCHARITABLE$2,000
SUGAR RAY LEONARD FOUNDATION
18039 CHATSWORTH STREETGRANADA HILLSCA91344NONEPUBLICCHARITABLE$1,000
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 WEST 120TH STREETNEW YORKNY100274750NONEPUBLICCHARITABLE$71,500
TECTONIC THEATER PROJECT
204 W 84TH STREET 2NEW YORKNY10024NONEPUBLICCHARITABLE$15,000
TELSHE YESHIVA
28400 EUCLID AVENUEWICKLIFFEOH44092NONEPUBLICCHARITABLE$100
TEMPLE EMANU EL
190 NORTH COUNTY ROADPALM BEACHFL33480NONEPUBLICCHARITABLE$19,435
THE ABILITY CENTER
10300 W WISCONSIN AVEWAWAUTUSAWI53226NONEPUBLICCHARITABLE$15,000
THE ACADEMY FOR TEACHERS
10 WEST 90TH STREETNEW YORKNY10024NONEPUBLICCHARITABLE$10,000
THE BLUE BUS PROJECT
13-17 JACKSON AVELONG ISLAND CITYNY11101NONEPUBLICCHARITABLE$1,000
THE CHABAD HOUSE
361 SOUTH COUNTY ROAD DPALM BEACHFL33480NONEPUBLICCHARITABLE$1,000
THE COLLEAGUES
470 WARNER AVENUELOS ANGELESCA90024NONEPUBLICCHARITABLE$5,000
THE DALTON SCHOOL
108 E 89TH STREETNEW YORKNY10028NONEPUBLICCHARITABLE$35,000
THE EDUCATION FOUNDATION OF PBC
3300 FOREST HILL BLVD STE C141WEST PALM BEACHFL33406NONEPUBLICCHARITABLE$1,000
THE JEWISH BOARD
135 WEST 50TH STREETNEW YORKNY10020NONEPUBLICCHARITABLE$1,000
THE JEWISH MUSEUM
1109 FIFTH AVENUENEW YORKNY10128NONEPUBLICCHARITABLE$20,000
THE LORD'S PLACE
2808 NORTH AUSTRALIAN AVENUEWEST PALM BEACHFL33407NONEPUBLICCHARITABLE$1,000
THE METROPOLITAN OPERA
30 LINCOLN CENTERNEW YORKNY101330037NONEPUBLICCHARITABLE$5,500
THE MUSEUM OF MODERN ART
11 WEST 53 STREETMANHATTANNY10019NONEPUBLICCHARITABLE$10,000
THE NIGHT MINISTRY
4711 N RAVENSWOOD AVECHICAGOIL60640NONEPUBLICCHARITABLE$5,000
THE PALM BEACH POLICE FOUNDATION
2100 N FLORIDA MANGO ROADWEST PALM BEACHFL33409NONEPUBLICCHARITABLE$10,000
THE SOLOMON R GUGGENHEIM FOUNDATION
1071 FIFTH AVENUENEW YORKNY10128NONEPUBLICCHARITABLE$25,000
THE SYLVIA CENTER
2417 3RD AVENUE STE 301BRONXNY10451NONEPUBLICCHARITABLE$21,000
TIDES CENTERCHILDRENS ACTION NETWORK
11849 WEST OLYMPIC BLVD SUITE 101LOS ANGELESCA90064NONEPUBLICCHARITABLE$2,800
TRINITY SCHOOL
139 WEST 91ST STREETNEW YORKNY10024NONEPUBLICCHARITABLE$25,000
UNITED HATZALAH
442 5TH AVENUE SUITE 1866NEW YORKNY10018NONEPUBLICCHARITABLE$1,000
UNIVERSITY OF CHICAGO
5235 SOUTH HARPER COURT SUITE 450CHICAGOIL60615NONEPUBLICCHARITABLE$225,000
UNIVERSITY OF MIAMI BASCOM PALMER EYE INSTITUTE
DIVISION OF UNIVERSITY ADVANCEMENTCORAL GABLESFL33102NONEPUBLICCHARITABLE$1,000
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUEMADISONWI53726NONEPUBLICCHARITABLE$5,000
UNIVERSITY OF WISCONSIN HILLEL
1848 UNIVERSITY AVENUEMADISONWI53726NONEPUBLICCHARITABLE$1,000
WEST PALM BEACH LIBRARY FOUNDATION
411 CLEMATIS STREET 3RD FLOORWEST PALM BEACHFL33401NONEPUBLICCHARITABLE$2,000
WESTSIDE JEWISH COMMUNITY CENTERTHE J LA
5870 W OLYMPIC BLVDLOS ANGELESCA90036NONEPUBLICCHARITABLE$3,000
WILSHIRE BLVD TEMPLE
11960 SUNSET BLVDLOS ANGELESCA90049NONEPUBLICCHARITABLE$232,855
YO DIGO NO MAS
500 SUMMIT LAKE DRIVE STE 140VALHALLANY10595NONEPUBLICCHARITABLE$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,149,105TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,442,219ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,007,466ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
K-1 PASS THROUGH OTHER INCOME14$9,534
TAX-EXEMPT INT INCOME14$91

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,459,310ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,459,310TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1HERBERT H KOHL 2010 TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1825 N JEFFERSON ST STE 350AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT 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)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB BROKERAGE ACCOUNT$6,167,593$7,384,969
WELLS FARGO BROKERAGE ACCOUNT$8,902,655$18,579,638

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (23 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT LTG INVESTORSAT COST$517,087$574,841
INVESTMENT IN ARTISAN FUNDSAT COST$3,663,290$5,098,549
INVESTMENT IN LONE CEDAR LTDAT COST$1,500,000$2,404,021
INVESTMENT IN WARBURG PINCUS PRIVATE EQ XIAT COST$595,169$700,662
INVESTMENT IN ABS OFFSHORE SPC GLOBALAT COST$4,600,000$7,489,016
INVESTMENT IN FIRSTMARK CAPITAL IVAT COST$763,838$2,101,331
INVESTMENT IN WARBURG PINCUS PRIVATE EQ XIIAT COST$1,126,783$1,825,953
INVESTMENT IN RMWC DIRECT LENDING OPP FUND IIIAT COST$2,940,326$2,837,584
INVESSTMENT IN APOLLO FUND III (DOLLAR B)AT COST$275,943$207,342
INVESTMENT IN FIRSTMARK CAPITAL IIAT COST$758,737$1,693,218
INVESTMENT IN THE CANNABIST COMPANY HOLDINGS INC. (C CORP)AT COST$35,007$1,561
INVESTMENT IN WARBURG PINCUS GLOBAL GROWTHAT COST$1,456,760$2,458,546
INVESTMENT IN APOLLO INVESTMENT FUND IXAT COST$857,171$1,453,875
INVESTMENT IN COMMONFUND CAPITAL VENTURE PARTNERS XIIIAT COST$2,233,048$3,356,162
INVESTMENT IN OAKTREE DISLOCATION FUND (US) LPAT COST$3,773$1,122
INVESTMENT IN RMWC DIRECT LENDING OPP FUND IVAT COST$1,053,769$1,031,230
INVESTMENT IN WARBURG PINCUS GLOBAL GROWTH 14AT COST$1,399,870$1,974,246
INVESTMENT IN AG REALTY VALUE FUND XIAT COST$534,879$715,471
INVESTMENT IN FIRSTMARK CAPITAL OF IVAT COST$109,071$130,575
INVESTMENT IN FIRSTMARK CAPITAL VIAT COST$231,136$239,794
INVESTMENT IN IEQ CAPITAL ACCESS FD - BRP SECONDARY VAT COST$442,032$613,717
INVESTMENT IN REDWHEEL EMERGING MARKET EQUITY FUNDAT COST$1,533,010$1,390,298
INVESTMENT IN CORNERSTONE CAPITALAT COST$2,000,000$2,000,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PORTFOLIO DEDUCTION$297,113$297,113$0
OTHER EXPENSE K-1 PASS THROUGH$72,072$72,072$0
NON DEDUCTIBLE EXPENSE$30$0$0
OTHER DEDUCTIONS$627$627$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
K-1 PASS THROUGH OTHER INCOME$9,534$9,534$9,534
TAX-EXEMPT INT INCOME$91$91$91

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARDDesc
BOY Book Value$4,707BOYBookValueAmt
EOY Book Value$13,600EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID CHARLES SCHWAB$1,411$1,411$0
FOREIGN TAX K-1 PASS THROUGH$18,803$18,803$0
EXCISE TAX PAYMENTS FOR FORM 990-PF 2023 & 2022 REFUND$30,875$0$0
FEDERAL INC TAX 990-T 2023$5,000$0$0