Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
ALLEN D KOHL CHARITABLE FOUNDATION INC
 
% STEPHANIE S COHEN
Number and street (or P.O. box number if mail is not delivered to street address)11990 SAN VICENTE BLVD SUITE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LOS ANGELES, CA90049
A Employer identification number

23-7211587
B Telephone number (see instructions)

(310) 276-7300
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,300,269J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 161,560 161,787  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,432,190
b Gross sales price for all assets on line 6a 1,446,080
7 Capital gain net income (from Part IV, line 2)... 1,395,519
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 58,133 -12,181  
12 Total. Add lines 1 through 11........ 1,651,883 1,545,125  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,105 8,105 0 0
c Other professional fees (attach schedule)....        
17 Interest............... 40,533 39,910    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,997 16,184   677
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 223,365 207,580   95
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 292,000 271,779 0 772
25 Contributions, gifts, grants paid....... 599,130 589,130
26 Total expenses and disbursements. Add lines 24 and 25 891,130 271,779 0 589,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 760,753
b Net investment income (if negative, enter -0-) 1,273,346
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 21,597 224,410 224,410
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,346,846 Click to see attachment13,061,789 13,061,789
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment7,640 Click to see attachment14,070 Click to see attachment14,070
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,376,083 13,300,269 13,300,269
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 5,898,395 5,898,395
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 7,477,688 7,401,874
30 Total net assets or fund balances (see instructions)..... 13,376,083 13,300,269
31 Total liabilities and net assets/fund balances (see instructions). 13,376,083 13,300,269
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
13,376,083
2
Enter amount from Part I, line 27a .....................
2
760,753
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
14,136,836
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
836,567
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
13,300,269
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 1,677 SHARES SUPERNUS PHARMACEUTICALS INC. COM P    
b 722 SHARES AMICUS THERAPEUTICS, INC. P   2015-03-20
c SECTION 1256 - KOHL FOUNDATION PARTNERS P    
d SECTION 1256 - ORION KFP II K-1 P    
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 26,538   7,401 19,137
b 8,363   6,489 1,874
c 16,485   0 16,485
d 389   0 389
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       19,137
b       1,874
c       16,485
d       389
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,395,519
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 576,495 12,565,866 0.045878
2013 611,726 12,037,122 0.05082
2012 532,991 10,918,908 0.048814
2011 368,693 11,317,158 0.032578
2010 502,668 9,941,166 0.050564
2
Total of line 1, column (d) .....................
20.228654
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.045731
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
13,280,669
5
Multiply line 4 by line 3......................
5
607,338
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
12,733
7
Add lines 5 and 6........................
7
620,071
8
Enter qualifying distributions from Part XII, line 4.............
8
589,902
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 25,467
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 25,467
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 25,467
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 593
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 11,060
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSTEPHANIE S COHEN Telephone no.bullet (310) 276-7300

    Located atbullet11990 SAN VICENTE BLVD STE 200LOS ANGELESCA ZIP+4bullet90049
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALLEN D KOHL PRESIDENT
    2.0     		0 0 0
    11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049
    DAVID J KOHL VICE PRESIDENT
    1.0     		0 0 0
    11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049
    STEPHANIE S COHEN SECRETARY/TREASURER
    1.0     		0 0 0
    11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    421,125
    c
    Fair market value of all other assets (see instructions)................
    1c
    13,061,788
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,482,913
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    13,482,913
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    202,244
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,280,669
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    664,033
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    664,033
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    25,467
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
    16,857
    c
    Add lines 2a and 2b............................
    2c
    42,324
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    621,709
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    29,000
    5
    Add lines 3 and 4............................
    5
    650,709
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    650,709
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    589,902
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    589,902
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    589,902
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 650,709
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:2013, 2012, 2011  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 8,006
    b From 2011......  
    c From 2012...... 29,040
    d From 2013...... 27,728
    e From 2014......  
    fTotal of lines 3a through e........ 64,774
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 589,902
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 589,902
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 60,807 60,807
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,967
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		3,967
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 3,967
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Douglas and Abby Brown Family Foundation
    11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049     		NONE PF GENERAL SUPPORT 35,000
    AMERICAN CANCER SOCIETY
    PO BOX 22478
    OKLAHOMA CITY,OK73123     		NONE PC GENERAL SUPPORT 250
    AMERICAN ENDOWMENT FOUNDATION
    1521 GEORGETOWN RD 104
    HUDSON,OH44236     		NONE PF GENERAL SUPPORT 25,000
    ANITA MANN KOHL CHARITABLE FOUNDATION
    11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049     		NONE PF GENERAL SUPPORT 10,000
    BET TZEDEK
    3250 WILSHIRE BLVD 13TH FLOOR
    LOS ANGELES,CA90010     		NONE PC GENERAL SUPPORT 10,000
    BODY TRAFFIC
    1171 SOUTH ROBERTSON BLVD 193
    LOS ANGELES,CA90036     		NONE PC GENERAL SUPPORT 2,500
    BRENTWOOD SCHOOL
    100 SOUTH BARRINGTON PLACE
    LOS ANGELES,CA90049     		NONE PC GENERAL SUPPORT 100,000
    Camp Max Straus Foundation
    6505 WILSHIRE BLVD SUITE 600
    LOS ANGELES,CA90048     		NONE SO II GENERAL SUPPORT 2,900
    CAMP KESEM
    PO BOX 452
    CULVER CITY,CA90232     		NONE PC 2015 CABIN SPONSOR 5,000
    CEDRS-SINAI MEDICAL CENTER
    8700 BEVERLY BLVD SUITE 2416
    LOS ANGELES,CA90048     		NONE PC GENERAL SUPPORT 1,500
    COMMUNITY EDUCATION PARTNERSHIPS
    PO BOX 5632
    BERKELEY,CA94705     		NONE PC GENERAL SUPPORT 2,500
    CONCERN FOUNDATION
    1026 ROBERTSON BLVD SUITE 300
    LOS ANGELES,CA90035     		NONE PC GENERAL SUPPORT 25,000
    CONGREGATION SHAAREY ZEDEK
    27375 BELL ROAD
    SOUTHFIELD,MI48034     		NONE PC GENERAL SUPPORT 500
    DESERT CLASSIC CHARITIES
    801 S FIGUEROA STREET
    LOS ANGELES,CA90017     		NONE PC GENERAL SUPPORT 5,000
    DIZZY FEET FOUNDATION
    5455 WILSHIRE BLVD
    LOS ANGELES,CA90036     		NONE PC GENERAL SUPPORT 27,750
    DOUGLAS J GREEN MEMORIAL FOUNDATION
    PO BOX 370061
    LAS VEGAS,NV89137     		NONE PC GENERAL SUPPORT 1,500
    EXCEPTIONAL CHILDREN'S FOUNDATION
    8740 WASHINGTON BLVD
    CULVER CITY,CA90232     		NONE PC GENERAL SUPPORT 3,500
    FUTURES WITHOUT VIOLENCE
    100 MONGOMERY STREET
    SAN FRANCISCO,CA94129     		NONE PC GENERAL SUPPORT 250
    J STREET EDUCATION FUND
    PO BOX 66073
    WASHINGTON DC,DC20035     		NONE PC GENERAL SUPPORT 25,000
    JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES
    6505 WILSHIRE BLVD SUITE 600
    LOS ANGELES,CA90048     		NONE PC GENERAL SUPPORT 28,200
    Milwaukee Jewish Federation Inc
    1360 N PROSPECT AVENUE
    MADISON,WI53202     		NONE PC GENERAL SUPPORT 250
    JEWISH NATIONAL FUND
    7120 HAYVENHURST AVENUE
    VAN NUYS,CA91406     		NONE PC GENERAL SUPPORT 250
    JVS LOS ANGELES
    6505 WILSHIRE BLVD SUITE 200
    LOS ANGELES,CA90048     		NONE PC GENERAL SUPPORT 10,000
    LOS ANGELES JEWISH HOME
    7150 TAMPA AVENUE
    RESEDA,CA91335     		NONE PC GENERAL SUPPORT 2,500
    MARCIA & JEFFREY DINKIN FAMILY FOUNDATION
    11990 SAN VINCENTE BLVD SUITE 200
    LOS ANGELES,CA90049     		NONE PF GENERAL SUPPORT 50,000
    Matthew Silverman Memorial Foundation
    324 SOUTH BEVERLY DR 411
    BEVERLY HILLS,CA90212     		NONE PC GENERAL SUPPORT 13,000
    NORTH HAWAII HOSPICE
    65-1238 KAWAIHAE ROAD
    KAMUELA,HI96743     		NONE PC GENERAL SUPPORT 500
    ONE DROP FOUNDATION INC
    980 KELLY JOHNSON DRIVE STE 200
    LAS VEGAS,NV89119     		NONE PC GENERAL SUPPORT 9,640
    OUR HOUSE INC
    1850 SAWTELLE BLVD SUITE 350
    LOS ANGELES,CA90025     		NONE PC GENERAL SUPPORT 5,110
    PROFESSIONAL DANCER SOCIETY
    PO BOX 15605
    BEVERLY HILLS,CA90209     		NONE PC GENERAL SUPPORT 2,000
    SHARE INC
    PO BOX 1342
    BEVERLY HILLS,CA90213     		NONE PC GENERAL SUPPORT 37,800
    SOUTHERN CALIFORNIA COUNSELING CENTER
    5615 WEST PICO BLVD
    LOS ANGELES,CA90019     		NONE PC GENERAL SUPPORT 1,000
    THE ERIKA WHITMORE GODWIN FOUNDATION
    15332 ANTIOCH STREET 147
    PACIFIC PALISADES,CA90272     		NONE PC GENERAL SUPPORT 10,000
    THE GABRIELLA FOUNDATION
    639 SOUTH COMMONWEALTH AVENUE SUIT
    LOS ANGLES,CA90005     		NONE PC GENERAL SUPPORT 7,500
    THE HELPING HAND OF LOS ANGELES
    8700 BEVERLY BLVD ROOM 2605
    LOS ANGELES,CA90048     		NONE PC GENERAL SUPPORT 4,660
    THE MUSIC CENTER
    135 NORTH GRAND AVENUE
    LOS ANGELES,CA90012     		NONE PC GENERAL SUPPORT 35,370
    THE NANCY PAINTER HOME
    4804 LAUREL CANYON BLVD 308
    VALLEY VILLAGE,CA91607     		NONE PC GENERAL SUPPORT 5,500
    THE SALVATION ARMY
    406 BROADWAY BOX 182
    SANTA MONICA,CA90401     		NONE PC GENEARL SUPPORT 5,000
    THE SURVIVOR MITZVAH PROJECT
    2658 GRIFFITH PARK BLVD SUITE 299
    LOS ANGELES,CA90039     		NONE PC GENERAL SUPPORT 5,000
    UCLA FOUNDATION - WOODEN ATHLETIC FUND
    405 HILGARD AVEnue
    LOS ANGELES,CA90099     		NONE PC GENERAL SUPPORT 10,000
    UNITED IN HARMONY
    PO BOX 34456
    LOS ANGELES,CA90034     		NONE PC CAMP SPONSOR 6,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINTON,DC20024     		NONE PC GENERAL SUPPORT 500
    USC DAVIS SCHOOL
    3715 MCCLINTOCK AVEnue SUITE 110
    LOS ANGELES,CA90089     		NONE PC GENERAL SUPPORT 7,700
    USC KAUFMAN SCHOOL OF DANCE
    837 DOWNEY WAY STO 323
    LOS ANGELES,CA90089     		NONE PC GENERAL SUPPORT 20,000
    UW FOUNDATION
    1848 UNIVERSITY AVEnue
    MADISON,WI53726     		NONE PC GENERAL SUPPORT 25,000
    Vista Del Mar Child and Family Services
    3200 MOTOR AVEnue
    LOS ANGELES,CA90034     		NONE PC GENERAL SUPPORT 5,000
    WESTSIDE CHILDREN'S CENTER
    5721 WEST SLAUSON AVEnue
    CULVER CITY,CA90230     		NONE PC GENERAL SUPPORT 5,000
    JCC Rainbow Day Camp
    6255 N Santa Monica Blvd
    WHITEFISH BAY,WI53217     		NONE PC general support 1,000
    Special Olympics
    1133 19th Street NW
    WASHINGTON,DC20036     		NONE PC TO SUPPORT THE SPECIAL OLYMPICS DANCE INITIATIVE 2,500
    Total .................................bullet 3a 599,130
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 161,815  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		523000 36,671 18 1,395,519  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aKFP K-1: RENTAL INCOME     		523000 93 16 373  
    bKFP K-1: ORDINARY INCOME 523000 18,491 01 6,355  
    cKFP K-1: OTHER RENTAL INCOME 523000 43 16 -7  
    dKFP K-1: ROYALTY INCOME 523000 13 15 124  
    eKFP K-1: 1231 LOSS 523000 5,830 18 -9,767  
    fKFP K-1: OTHER PORTFOLIO INCOME     01 4,189  
    gKFP K-1: CANCELLATION OF DEBT INCOME     01 10  
    hKFP K-1: OTHER LOSS 523000 -16 01 -4,791  
    iORION KFP II: RENTAL INCOME 523000 283 16 1,129  
    jORION KFP II: ORDINARY INCOME 523000 28,210 01 4,236  
    kORION KFP II: OTHER RENTAL INCOME 523000 133      
    lORION KFP II: ROYALTY INCOME 523000 36 15 329  
    mORION KFP II: 1231 LOSS 523000 16,870 18 -30,019  
    nORION KFP II: OTHER PORTFOLIO INCOME     01 11,287  
    oORION KFP II: CANCELLATION OF DEBT INCOME     01 30  
    pORION KFP II: OTHER INCOME 523000 279 01 4,335  
    qORION QPV IX: ORDINARY INCOME 523000 49 01 6  
    rDIVIDENDS AND INTEREST FROM SECURITIES 523000 -255      
    12 Subtotal. Add columns (b), (d), and (e).. 106,730 1,545,153  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,651,883
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    ALLEN D KOHL CHARITABLE FOUNDATION INC
    EIN:
    23-7211587
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,105 8,105    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    ALLEN D KOHL CHARITABLE FOUNDATION INC
    EIN:
    23-7211587
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 ExpenditureResponsibilityStmt
    Name:
    ALLEN D KOHL CHARITABLE FOUNDATION INC
    EIN:
    23-7211587
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    ANITA MANN KOHL CHARITABLE FOUNDATION
          		11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049     		2015-02-18 10,000 GENERAL SUPPORT 5,530 NO 01/31/2016 2016-01-31 VERIFICATION CONFIRMED THAT $5,530 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
    DOUGLAS AND ABBY Brown Family Foundation
          		11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049     		2015-11-20 35,000 GENERAL SUPPORT 3,500 NO 01/31/2016 2016-01-31 VERIFICATION CONFIRMED THAT $3,500 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
    American Endowment Foundation
          		1521 Georgetown Rd 104
    HUDSON,OH44236     		2015-11-20 25,000 GENERAL SUPPORT 10,000 NO 11/09/2016 2016-11-09 VERIFICATION CONFIRMED THAT $10,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
    Marcia & Jeffrey Dinkin Family Foundatio
          		11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049     		2015-11-20 50,000 GENERAL SUPPORT 33,000 NO 01/31/2016 2016-01-31 VERIFICATION CONFIRMED THAT $33,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
    DOUGLAS AND ABBY BROWN FAMILY FOUNDATION
          		11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049     		2014-12-31 35,000 GENERAL SUPPORT 6,000 NO 11/04/2016 2016-11-04 VERIFICATION CONFIRMED THAT $6,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.

    TY 2015 GeneralExplanationAttachment
    Name:
    ALLEN D KOHL CHARITABLE FOUNDATION INC
    EIN:
    23-7211587
    Identifier Return Reference Explanation
    CONTROLLED ENTITY FORM 990-PF, PART VII-A, LINE 11 FORM 990-PF, PART VII-A, LINE 11 - CONTROLLED ENTITY STATEMENT ============================================================== CONTROLLED ENTITY'S NAME: KOHL FOUNDATION PARTNERS CONTROLLED ENTITY'S ADDRESS: 11990 SAN VICENTE BLVD., SUITE 200 CITY, STATE & ZIP: LOS ANGELES, CA 90049 EIN: 20-5978595 DESCRIPTION OF TRANSFER: CAPITAL CONTRIBUTION AMOUNT OF TRANSFER: $1,005,000 EXCESS BUSINESS HOLDING? NO

    TY 2015 InvestmentsOtherSchedule2
    Name:
    ALLEN D KOHL CHARITABLE FOUNDATION INC
    EIN:
    23-7211587
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NEW ENTERPRISE ASSOCIATES 11 FMV 88,777 88,777
    KOHL FOUNDATION PARTNERS FMV 7,391,230 7,391,230
    ORION KF PARTNERS II, LP FMV 4,168,387 4,168,387
    ORION QP VENTURES VII, LP FMV 220,132 220,132
    ORION QP VENTURES IX, LP FMV 1,193,263 1,193,263

    TY 2015 OtherAssetsSchedule
    Name:
    ALLEN D KOHL CHARITABLE FOUNDATION INC
    EIN:
    23-7211587
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER RECEIVABLE 7,640 14,070 14,070


    TY 2015 OtherDecreasesSchedule
    Name:
    ALLEN D KOHL CHARITABLE FOUNDATION INC
    EIN:
    23-7211587
    Description Amount
    UNREALIZED LOSS 836,567


    TY 2015 OtherExpensesSchedule
    Name:
    ALLEN D KOHL CHARITABLE FOUNDATION INC
    EIN:
    23-7211587
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KFP K-1: SECTION 179 DEDUCTION 9 0    
    KFP K-1: CONTRIBUTIONS 32     25
    KFP K-1: ROYALTY INCOME DEDUCT 26 22    
    KFP K-1: SEC 59(E)(2) EXPENDIT 8,604 6,249    
    KFP K-1: PORTFOLIO DEDUCTIONS 65,699 65,625    
    KFP K-1: OTHER DEDUCTIONS 1,409 862    
    KFP K-1: NONDEDUCTIBLE EXPENSE 3,875      
    NEA 11 K-1: PORTFOLIO DEDUCTIO 911 911    
    NEA 11 K-1: NONDEDUCTIBLE EXP 8      
    ORION KFP II: SEC 179 DEDUCTIO 24 0    
    ORION KFP II: CONTRIBUTIONS 92     70
    ORION KFP II: ROYALTY INC DED 23 20    
    ORION KFP II: SEC 59(E)(2) EXP 24,507 17,542    
    ORION KFP II: PORTFOLIO DEDUCT 75,256 75,168    
    ORION KFP II: OTHER DEDUCTIONS 3,692 2,251    
    ORION KFP II: NON DEDUCTIBLE E 268      
    ORION QPV VII K-1: PORTFOLIO D 6,900 6,900    
    ORION QPV IX K-1: PORTFOLIO DE 31,322 31,322    
    ORION QPV IX K-1: OTHER DEDUCT 708 708    


    TY 2015 OtherIncomeSchedule2
    Name:
    ALLEN D KOHL CHARITABLE FOUNDATION INC
    EIN:
    23-7211587
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    KFP K-1: RENTAL INCOME 466 373  
    KFP K-1: ORDINARY INCOME 24,846 6,355  
    KFP K-1: OTHER RENTAL INCOME 36 -7  
    KFP K-1: ROYALTY INCOME 137 124  
    KFP K-1: 1231 LOSS -3,937 -9,767  
    KFP K-1: OTHER PORTFOLIO INCOME 4,189 4,189  
    KFP K-1: CANCELLATION OF DEBT INCOME 10 10  
    KFP K-1: OTHER LOSS -4,807 -4,791  
    ORION KFP II: RENTAL INCOME 1,412 1,129  
    ORION KFP II: ORDINARY INCOME 32,446 4,236  
    ORION KFP II: OTHER RENTAL INCOME 133 0  
    ORION KFP II: ROYALTY INCOME 365 329  
    ORION KFP II: 1231 LOSS -13,149 -30,019  
    ORION KFP II: OTHER PORTFOLIO INCOME 11,287 11,287  
    ORION KFP II: CANCELLATION OF DEBT INC 30 30  
    ORION KFP II: OTHER INCOME 4,614 4,335  
    ORION QPV IX: ORDINARY INCOME 55 6  


    TY 2015 TaxesSchedule
    Name:
    ALLEN D KOHL CHARITABLE FOUNDATION INC
    EIN:
    23-7211587
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 517     517
    EXCISE TAX 2,811      
    STATE FILING FEES 160     160
    KFP K-1: FOREIGN TAXES 6,994 6,879    
    ORION KFP II: FOREIGN TAXES 8,927 8,717    
    ORION QPV K-1: FOREIGN TAXES 588 588