-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
SIDNEY KOHL FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
340 ROYAL POINCIANA WAY NO 338
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH
,
FL
33480
A Employer identification number
65-6429919
B
Telephone number (see instructions)
(561) 833-4211
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
55,839,733
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
1,260,270
1,260,270
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,247,663
b
Gross sales price for all assets on line 6a
5,470,272
7
Capital gain net income (from Part IV, line 2)
...
1,247,663
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)
.......
26,899
26,899
12
Total.
Add lines 1 through 11
........
2,534,832
2,534,832
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
2,388
0
2,388
b
Accounting fees (attach schedule)
.......
6,157
0
6,157
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
33,168
11,751
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
197,065
196,300
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
238,778
208,051
8,545
25
Contributions, gifts, grants paid
.......
2,606,583
2,606,583
26
Total expenses and disbursements.
Add lines 24 and 25
2,845,361
208,051
2,615,128
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-310,529
b
Net investment income
(if negative, enter -0-)
2,326,781
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
1,282,381
2,278,254
2,278,254
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
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)
.......
21,461,034
19,385,581
28,085,893
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
20,144,785
20,851,639
25,475,586
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
42,888,200
42,515,474
55,839,733
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
)
442,257
380,060
23
Total liabilities
(add lines 17 through 22)
.........
442,257
380,060
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
42,445,943
42,135,414
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
42,445,943
42,135,414
30
Total liabilities and net assets/fund balances
(see instructions)
.
42,888,200
42,515,474
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
42,445,943
2
Enter amount from Part I, line 27a
.....................
2
-310,529
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
42,135,414
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
42,135,414
Form
990-PF
(2019)
Form 990-PF (2019)
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
CHARLES SCHWAB - LONG TERM
P
2013-01-07
2019-09-17
b
WELLS FARGO - AVALARA INC
P
2016-09-26
2019-05-31
c
WELLS FARGO - PIONEER STRATEGIC INC FD
P
2012-11-29
2019-03-06
d
WELLS FARGO - SPDR S&P 500 TR ETF
P
2012-11-29
2019-03-06
e
THE TAP FUND, LTD (FGRN INV-NO K-1)
P
2013-05-01
2019-12-10
FROM K-1 PASS THRU - LT
P
2013-01-02
2018-12-31
FROM K-1 PASS THRU - ST
P
2018-01-31
2018-12-31
WELLS FARGO - BLACKSTONE LP
P
2017-01-09
2019-07-01
(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
2,300,020
1,393,288
906,732
b
29,519
5,990
23,529
c
499,993
535,544
-35,551
d
749,590
386,937
362,653
e
1,176,957
1,898,407
-721,450
701,840
701,840
2,443
-2,443
12,353
12,353
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
906,732
b
23,529
c
-35,551
d
362,653
e
-721,450
701,840
-2,443
12,353
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,247,663
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
...................
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?
Yes
No
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))
2018
2,593,658
51,509,307
0.050353
2017
2,424,211
49,908,930
0.048573
2016
1,897,658
45,856,920
0.041382
2015
1,510,574
46,838,294
0.032251
2014
1,336,890
46,165,080
0.028959
2
Total
of line 1, column (d)
.....................
2
0.201518
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.040304
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
52,281,235
5
Multiply line 4 by line 3
......................
5
2,107,143
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
23,268
7
Add lines 5 and 6
........................
7
2,130,411
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,615,128
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
23,268
here
and 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
0
3
Add lines 1 and 2
...........................
3
23,268
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
23,268
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
23,577
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
20,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
43,577
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
20,309
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
20,309
Refunded
11
0
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
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)
FL
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 2019 or the taxable year beginning in 2019? See the 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
(2019)
Form 990-PF (2019)
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
No
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 address
N/A
14
The books are in care of
SIDNEY A KOHL
Telephone no.
(561) 833-4211
Located at
340 ROYAL POINCIANA WAY 338
PALM BEACH
FL
ZIP+4
33480
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
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?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
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
SIDNEY A KOHL
TRUSTEE
0.00
0
0
0
340 ROYAL POINCIANA WAY STE 338
PALM BEACH
,
FL
33480
DOROTHY L KOHL
TRUSTEE
0.00
0
0
0
340 ROYAL POINCIANA WAY STE 338
PALM BEACH
,
FL
33480
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
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
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
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
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
THIS FOUNDATION MAY PROVIDE GRANTS TO QUALIFIED ORGANIZATIONS IT DOES NOT PARTICIPATE IN ANY DIRECT CHARITABLE ACTIVITIES.
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
26,703,980
b
Average of monthly cash balances
.......................
1b
1,061,369
c
Fair market value of all other assets (see instructions)
................
1c
25,312,047
d
Total
(add lines 1a, b, and c)
.........................
1d
53,077,396
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
53,077,396
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
796,161
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
52,281,235
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,614,062
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2,614,062
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
23,268
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
155
c
Add lines 2a and 2b
............................
2c
23,423
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,590,639
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,590,639
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
2,590,639
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
2,615,128
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
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,615,128
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
23,268
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,591,860
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2,590,639
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
56,994
f
Total
of lines 3a through e
........
56,994
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,615,128
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
2,590,639
e
Remaining amount distributed out of corpus
24,489
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
81,483
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
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
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
81,483
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
56,994
e
Excess from 2019
....
24,489
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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 foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SIDNEY KOHL
340 ROYAL POINCIANA WAY STE 338
PALM BEACH
,
FL
33480
(561) 833-4211
b
The form in which applications should be submitted and information and materials they should include:
NO PARTICULAR FORM OR APPLICATION IS NECESSARY. ONLY A LETTER THAT GIVES ESSENTIAL DETAILS OF THE PROJECT IS REQUIRED.
c
Any submission deadlines:
NO SUBMISSION DEADLINES.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS OR LIMITATIONS EXCEPT THAT THE FOUNDATION DOES NOT AWARD GRANTS TO INDIVIDUALS, NOR AWARD SCHOLARSHIPS, FELLOWSHIPS, LOANS, PRIZES OR SIMILAR BENEFITS.
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ALEXIS DETOCQUEVILLE SOCIETY OF PB
44 COCOANUT ROW - M201
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
26,000
ALLIANCE FOR CHILDRENS RIGHTS
3333 WILSHIRE BLVD SUITE 550
LOS ANGELES
,
CA
90010
NONE
PUBLIC
CHARITABLE
500
ALLIES FOR EVERY CHILD
5721 W SLAUSON AVENUE SUITE 140
CULVER CITY
,
CA
90230
NONE
PUBLIC
CHARITABLE
2,000
AMERICAN ASSOC OF THE NATIONAL THEATER
214 WEST 29TH STREET STE 701
NEW YORK
,
NY
10001
NONE
PUBLIC
CHARITABLE
10,000
AMERICAN DANCE MOVEMENT
12555 W JEFFERSON BLVD
LOS ANGELES
,
CA
90066
NONE
PUBLIC
CHARITABLE
5,000
AMERICAN FRIENDS OF ISRAEIL PHILHARMONIC ORCHESTRA
122 EAST 42ND STREET 4507
NEW YORK
,
NY
10168
NONE
PUBLIC
CHARITABLE
7,200
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
11 EAST 69TH STREET
NEW YORK
,
NY
100214982
NONE
PUBLIC
CHARITABLE
31,300
AMERICAN FRIENDS OF THE ISRAEL MUSEUM
545 FIFTH AVENUE SUITE 920
NEW YORK
,
NY
10017
NONE
PUBLIC
CHARITABLE
10,000
AMERICAN HEART ASSOCIATION
2300 CENTRE PARK WEST DR
WEST PALM BEACH
,
FL
334099908
NONE
PUBLIC
CHARITABLE
1,000
AMERICAN JEWISH COMMITTEE
165 E 56TH STREET 620
NEW YORK
,
NY
100222746
NONE
PUBLIC
CHARITABLE
2,500
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUE
NEW YORK
,
NY
101583560
NONE
PUBLIC
CHARITABLE
15,000
ART INSTITUTE OF CHICAGO
111 SOUTH MICHIGAN AVENUE
CHICAGO
,
IL
60603
NONE
PUBLIC
CHARITABLE
2,500
ASPEN ART MUSEUM
637 EAST HYMAN AVENUE
ASPEN
,
CO
81611
NONE
PUBLIC
CHARITABLE
13,200
ASPEN COMMUNITY FOUNDATION
455 GOLD RIVERS COURT SUITE 515
BASALT
,
CO
81621
NONE
PUBLIC
CHARITABLE
5,000
ASPEN COUNTRY DAY SCHOOL
85 COUNTRY DAY WAY
ASPEN
,
CO
81611
NONE
PUBLIC
CHARITABLE
12,500
AUTISM SPEAKS
2 PARK AVENUE 4TH FL
NEW YORK
,
NY
10016
NONE
PUBLIC
CHARITABLE
1,000
BIRTHRIGHT ISRAEL FOUNDATION
33 E 33RD STREET 7TH FLOOR
NEW YORK
,
NY
10016
NONE
PUBLIC
CHARITABLE
15,000
BOSTON UNIVERSITY CENTER FOR PSYCH REHAB
940 COMMONWEALTH AVE
BOSTON
,
MA
02215
NONE
PUBLIC
CHARITABLE
5,000
BOYS & GIRLS CLUB OF PALM BEACH COUNTY
800 NORTHPOINT PARKWAY 200
WEST PALM BEACH
,
FL
334071946
NONE
PUBLIC
CHARITABLE
4,500
BOYS & GIRLS CLUBS OF SANTA MONICA
1220 LINCOLN BOULEVARD
SANTA MONICA
,
CA
90401
NONE
PUBLIC
CHARITABLE
100,000
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREET STE 609
NEW YORK
,
NY
10036
NONE
PUBLIC
CHARITABLE
10,000
BREAST TREATMENT TASK FORCE
85 FIFTH AVENUE STE 700
NEW YORK
,
NY
10003
NONE
PUBLIC
CHARITABLE
1,500
BRUCE & MARSHA MOSKOWITZ FOUNDATION
225 LIST ROAD
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
20,000
CANCER RESEARCH AT SYLVESTER
1120 NW 14TH STREET CRB 660
MIAMI
,
FL
33136
NONE
PUBLIC
CHARITABLE
2,000
CAYTON CHILDRENS MUSEUM
6505 WILSHIRE BLVD 100
LOS ANGELES
,
CA
90048
NONE
PUBLIC
CHARITABLE
13,470
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOOR
WASHINGTON
,
DC
20005
NONE
PUBLIC
CHARITABLE
5,000
CENTER FOR CREATIVE EDUCATION
425 24TH STREET
WEST PALM BEACH
,
FL
33407
NONE
PUBLIC
CHARITABLE
3,000
CENTER ON HALSTED
3657 N HALSTED STREET
CHICAGO
,
IL
60613
NONE
PUBLIC
CHARITABLE
50,000
CENTRAL SYNAGOGUE
123 EAST 55TH STREET
NEW YORK
,
NY
10022
NONE
PUBLIC
CHARITABLE
9,050
CHALLENGED ATHLETES FOUNDATION
9591 WAPLES STREET
SAN DIEGO
,
CA
92129
NONE
PUBLIC
CHARITABLE
1,000
CHEERFUL HELPERS CHILD & FAMILY STUDY CENTER
3300 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90010
NONE
PUBLIC
CHARITABLE
5,000
CHICAGO PUBLIC LIBRARY FOUNDATION
20 N MICHIGAN AVENUE STE 520
CHICAGO
,
IL
60602
NONE
PUBLIC
CHARITABLE
2,500
CHICAGO SYMPHONEY ORCHESTRA
220 S MICHIGAN AVENUE
CHICAGO
,
IL
60604
NONE
PUBLIC
CHARITABLE
122,150
CHICAGO YOUTH CENTERS
218 S WABASH AVENUE STE 600
CHICAGO
,
IL
60604
NONE
PUBLIC
CHARITABLE
3,000
CHILDREN MENDING HEARTS
218 S WABASH AVENUE STE 600
CHICAGO
,
IL
60604
NONE
PUBLIC
CHARITABLE
1,000
CHILDRENS HOME SOCIETY
CHC 3333 FOREST HILL BLVD
WEST PALM BEACH
,
FL
33406
NONE
PUBLIC
CHARITABLE
1,500
CHILDRENS HOSPITAL LOS ANGELES
4650 SUNSET BLVD 29
LOS ANGELES
,
CA
90027
NONE
PUBLIC
CHARITABLE
10,000
CHILDREN'S INSTITUTE
2121 W TEMPLE STREET
LOS ANGELES CA
,
CA
90026
NONE
PUBLIC
CHARITABLE
4,750
CHILDRENS MIRACLE NETWORK
PO BOX 100386
GAINESVILLE
,
FL
32610
NONE
PUBLIC
CHARITABLE
1,000
CHILDREN'S MUSEUM OF MANHATTAN
212 W 83RD STREET
NEW YORK
,
NY
10024
NONE
PUBLIC
CHARITABLE
1,000
CITIZENS COMMITTEE FOR CHILDREN OF NY
14 WALL STREET SUITE 4E
NEW YORK
,
NY
10005
NONE
PUBLIC
CHARITABLE
1,000
CLEVELAND CLINIC FLORIDA BALL
525 OKEECHOBEE BLVD STE 1400
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
CHARITABLE
5,000
COMMUNITY FOUNDATION-PROMIS FUND
700 S DIXIE HIGHWAY SUITE 200
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
CHARITABLE
5,000
CYSTIC FIBROSIS FOUNDATION
700 S DIXIE HWY
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
CHARITABLE
1,000
DANA FARBER CANCER FOUNDATION
220 SUNRISE AVENUE 204
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
15,500
DEITY ANIMAL RESCUE FOUNDATION
220 SUNRISE AVENUE 204
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
4,000
FRIENDS OF THE ISRAELI DEFENSE FORCES
1903 S CONGRESS AVENUE STE 202
BOYNTON BEACH
,
FL
33426
NONE
PUBLIC
CHARITABLE
4,000
FIRST DESCENTS
3001 BRIGHTON BLVD SUITE 623
DENVER
,
CO
80216
NONE
PUBLIC
CHARITABLE
10,000
FLAGLER MUSEUM
P O BOX 969
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
5,000
FOOD FOR THE POOR
6401 LYONS ROAD
COCONUT CREEK
,
FL
33073
NONE
PUBLIC
CHARITABLE
1,000
FRIENDS OF JCC KRAKOW
74 LAFAYETTE AVE STE 101
SUFFERN
,
NY
10901
NONE
PUBLIC
CHARITABLE
5,000
FRIENDS OF JEWISH HERITAGE IN POLAND
PO BOX 3751
WOODBRIDGE
,
CT
06525
NONE
PUBLIC
CHARITABLE
5,000
FUND FOR WOMENS EQUALITY
1875 K STREET FLOOR 4
WASHINGTON
,
DC
20006
NONE
PUBLIC
CHARITABLE
3,000
GEORGE LOPEZ FOUNDATION
21731 VENTURA BLVD SUITE 300
WOODLAND HILLS
,
CA
91364
NONE
PUBLIC
CHARITABLE
63,000
GOODMAN THEATRE
170 N DEARBORN
CHICAGO
,
IL
60601
NONE
PUBLIC
CHARITABLE
5,000
HARVARD LAW SCHOOL
125 MT AUBURN STREET
CAMBRIDGE
,
MA
02138
NONE
PUBLIC
CHARITABLE
20,000
HEARING THE OVARIAN CANCER WHISPER
360 CYPRESS DRIVE 4
JUPITER
,
FL
33469
NONE
PUBLIC
CHARITABLE
10,000
HOWARD BROWN HEALTH CENTER
4025 N SHERIDAN ROAD
CHICAGO
,
IL
60613
NONE
PUBLIC
CHARITABLE
5,000
HUMAN FIRST
3657 N HALSTED STREET
CHICAGO
,
IL
60613
NONE
PUBLIC
CHARITABLE
25,000
HUMAN RIGHTS WATCH
314 WEST SUPERIOR STREET SUITE 300
CHICAGO
,
IL
60654
NONE
PUBLIC
CHARITABLE
12,500
IGNITE
180 N MICHIGAN AVENUE SUITE 1900
CHICAGO
,
IL
60601
NONE
PUBLIC
CHARITABLE
5,000
ISRAEL TENNIS CENTER FOUNDATION
3275 W HILLSBORO BLVDSTE 102
DEERFIELD BEACH
,
FL
33442
NONE
PUBLIC
CHARITABLE
7,500
JAZZ AT LINCOLN CENTER
3 COLOMBUS CIRCLE 12TH FLOOR
NEW YORK
,
NY
10019
NONE
PUBLIC
CHARITABLE
5,000
JCC OF MILWAUKEE
6255 N SANTA MONICA BLVD
MILWAUKEE
,
WI
53217
NONE
PUBLIC
CHARITABLE
22,500
JEWISH FAMILY SERVICES OF LA
3580 WILSHIRE BLVD STE 700
LOS ANGELES
,
CA
90010
NONE
PUBLIC
CHARITABLE
5,000
JEWISH FEDERATION FOR BEER SHEVA KOHL DANCE
4601 COMMUNITY DRIVE
WEST PALM BEACH
,
FL
334172760
NONE
PUBLIC
CHARITABLE
5,000
JEWISH FEDERATION OF GREATER LA
6505 WILSHIRE BOULEVARD
LOS ANGELES
,
CA
90048
NONE
PUBLIC
CHARITABLE
2,500
JEWISH FEDERATION OF PBC
4601 COMMUNITY DRIVE
WEST PALM BEACH
,
FL
334172760
NONE
PUBLIC
CHARITABLE
102,000
JEWISH MUSEUM
1109 FIFTH AVENUE
NEW YORK
,
NY
10128
NONE
PUBLIC
CHARITABLE
2,500
JEWISH PARTISAN FILM NCJF
102 MS053 BRANDEIS UNIVERSITY
WALTHAM
,
MA
02454
NONE
PUBLIC
CHARITABLE
10,000
JEWISH UNITED FUND
30 SOUTH WELLS STREET
CHICAGO
,
IL
60606
NONE
PUBLIC
CHARITABLE
80,000
JEWISH VOCATIONAL SERVICES OF LA
6505 WILSHIRE BLVD STE 200
LOS ANGELES
,
CA
90048
NONE
PUBLIC
CHARITABLE
5,000
JOFFREY BALLET
10 EAST RANDOLPH STREET
CHICAGO
,
IL
60601
NONE
PUBLIC
CHARITABLE
5,000
JUMPSTART
PO BOX 34781
BETHESDA
,
MD
20237
NONE
PUBLIC
CHARITABLE
1,000
KAUFMAN MUSIC CENTER
129 WEST 67TH STREET
NEW YORK
,
NY
10023
NONE
PUBLIC
CHARITABLE
1,000
KIDS DREAM
PO BOX 3947
WEST PALM BEACH
,
FL
33402
NONE
PUBLIC
CHARITABLE
2,000
KOHL CHILDRENS MUSEUM OF GREATER CHICAGO
2100 PATRIOT BLVD
GLENVIEW
,
IL
60026
NONE
PUBLIC
CHARITABLE
5,000
KRAVIS CENTER FOR THE PERFORMING ARTS
701 OKEECHOBEE BOULEVARD
W PALM BEACH
,
FL
33401
NONE
PUBLIC
CHARITABLE
122,500
LA CASA NORTE
3533 W NORTH AVE
CHICAGO
,
IL
60647
NONE
PUBLIC
CHARITABLE
5,000
LAMBDA LEGAL
105 W ADAMS 26TH FLOOR
CHICAGO
,
IL
60603
NONE
PUBLIC
CHARITABLE
10,000
LEAGUE OF AMERICAN ORCHESTRAS
33 W 60TH STREET
NEW YORK
,
NY
10023
NONE
PUBLIC
CHARITABLE
5,000
LIBRARY OF AMERICA
14 EAST 60TH STREET
NEW YORK
,
NY
10022
NONE
PUBLIC
CHARITABLE
10,000
MAKE A WISH FOUNDATION OF SOUTHERN FLORIDA
4491 S STATE ROAD 7 201
FT LAUDERDALE
,
FL
33314
NONE
PUBLIC
CHARITABLE
1,500
MANHATTAN THEATRE CLUB
311 WEST 43RD STREET 8TH FLOOR
NEW YORK NY
,
NY
10036
NONE
PUBLIC
CHARITABLE
2,008
MARGAUEX'S MIRACLE FOUNDATION
2601 NW 29TH DRIVE
BOCA RATON
,
FL
33434
NONE
PUBLIC
CHARITABLE
10,000
MASSACHUSETTS GENERAL HOSPITAL
125 NASHUA STREET UNIT 540
BOSTON
,
MA
02114
NONE
PUBLIC
CHARITABLE
15,000
MCC THEATER
14 FIRST PLACE APT 3
BROOKLYN
,
NY
11231
NONE
PUBLIC
CHARITABLE
1,000
MEALS ON WHEELS PALM BEACH COUNTY
1300 S OLIVE
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
CHARITABLE
5,000
MERIT SCHOOL OF MUSIC
38S PEORIA STREET
CHICAGO
,
IL
60607
NONE
PUBLIC
CHARITABLE
3,000
METROPOLITAN OPERA GUILD
30 LINCOLN CENTER
NEW YORK
,
NY
101330037
NONE
PUBLIC
CHARITABLE
5,500
MIDWEST YOUTH TENNIS & EDUCATION FDN
1310 EAST 96TH STREET SUITE 100
INDIANAPOLIS
,
IN
46240
NONE
PUBLIC
CHARITABLE
20,000
MILWAUKEE JEWISH FEDERATION
1360 N PROSPECT AVENUE
MILWAUKEE
,
WI
532023094
NONE
PUBLIC
CHARITABLE
33,000
MORSELIFE FOUNDATION INC
4847 DAVID S MACK DRIVE
WEST PALM BEACH
,
FL
33417
NONE
PUBLIC
CHARITABLE
22,400
NATIONAL INSTITUTE FOR REPRODUCTIVE HEALTH
470 PARK AVENUE SOUTH 7FLS
NEW YORK
,
NY
10016
NONE
PUBLIC
CHARITABLE
5,000
NATIONAL JEWISH HEALTH-BELLA SERA
1400 JACKSON STREET
DENVER
,
CO
80206
NONE
PUBLIC
CHARITABLE
5,000
NATIONAL SEPT 11 MEMORIAL MUSEUM
180 GREENWICH STREET
NEW YORK
,
NY
10004
NONE
PUBLIC
CHARITABLE
500
NEW YORK CITY CENTER
130 W 56TH STREET
NEW YORK
,
NY
10019
NONE
PUBLIC
CHARITABLE
2,130
NORTHWESTERN UNIVERSITY
1201 DAVIS STREET
EVANSTON
,
IL
60208
NONE
PUBLIC
CHARITABLE
75,000
NORTON MUSEUM OF ART
1451 S OLIVE AVENUE
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
CHARITABLE
177,200
NY HISTORICAL SOCIETY
170 CENTER PARK WEST
NEW YORK
,
NY
10024
NONE
PUBLIC
CHARITABLE
1,350
NYU LANGONE MEDICAL CENTER
1 PARK AVENUE 5TH FLOOR
NEW YORK
,
NY
10016
NONE
PUBLIC
CHARITABLE
55,000
OCEAN PARK COMMUNITY CENTER
526 SAN PEDRO STREET
LOS ANGELES
,
CA
90013
NONE
PUBLIC
CHARITABLE
7,500
ONE TO WORLD
307 SEVENTH AVENUE STE 2003
NEW YORK
,
NY
10001
NONE
PUBLIC
CHARITABLE
2,000
PALM BEACH ATLANTIC UNIVERSITY
901 S FLAGLER DRIVE PO BOX 24708
WEST PALM BEACH
,
FL
33426
NONE
PUBLIC
CHARITABLE
17,500
PALM BEACH CIVIC ASSOCIATION
139 N COUNTY ROAD 33
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
19,500
PALM BEACH COUNTRY CLUB FOUNDATION
760 N OCEAN BLVD
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
2,000
PALM BEACH COUNTY FOOD BANK
525 GATOR DRIVE
LANTANA
,
FL
33462
NONE
PUBLIC
CHARITABLE
1,000
PALM BEACH COUNTY POLICE BENEVOLENT SOCIETY
2100 N FLORIDA MANGO ROAD
WEST PALM BEACH
,
FL
33409
NONE
PUBLIC
CHARITABLE
100
PALM BEACH DAY ACADEMY
241 SEAVIEW AVENUE
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
50,000
PALM BEACH OPERA
500 AUSTRALIAN AVE 600
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
CHARITABLE
14,400
PALM BEACH SYNAGOGUE
120 N COUNTY ROAD PO BOX 1028
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
17,450
PALM BEACH UNITED WAY
44 COCONUT ROW SUITE M201
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
10,000
PALM BEACH ZOO
1301 SUMMIT BLVD
WEST PALM BEACH
,
FL
334053035
NONE
PUBLIC
CHARITABLE
10,000
PALM SPRINGS ART MUSEUM
101 MUSEUM DRIVE
PALM SPRINGS
,
CA
92263
NONE
PUBLIC
CHARITABLE
10,000
PARSONS SCHOOL OF DESIGN
79 FIFTH AVENUE 17TH FLOOR
NEW YORK
,
NY
10003
NONE
PUBLIC
CHARITABLE
17,500
PEGGY ADAMS ANIMAL RESCUE LEAGUE
3100/3200 N MILITARY TRAIL
WEST PALM BEACH
,
FL
33409
NONE
PUBLIC
CHARITABLE
5,000
PEN AMERICA
588 BROADWAY STE 303
NEW YORK
,
NY
10012
NONE
PUBLIC
CHARITABLE
1,000
PLANNED PARENTHOOD
2300 N FLORIDA MANGO RD
WEST PALM BEACH
,
FL
33409
NONE
PUBLIC
CHARITABLE
14,500
PLANNED PARENTHOOD OF NEW YORK CITY
26 BLEECKER STREET
NEW YORK
,
NY
10012
NONE
PUBLIC
CHARITABLE
2,000
PREP FOR PREP
328 W 71ST STREET
NEW YORK
,
NY
10023
NONE
PUBLIC
CHARITABLE
5,000
PRESERVATION FOUNDATION OF PALM BEACH
311 PERUVIAN AVENUE
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
5,000
PROMISE FUND OF FLORIDA
700 S DIXIE HIGHWAY SUITE 200
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
CHARITABLE
25,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREET
SANTA MONICA
,
CA
90401
NONE
PUBLIC
CHARITABLE
5,000
RHINEBECK WRITERS RETREAT
7 HUMMINGBIRD WAY
NEW YORK
,
NY
12580
NONE
PUBLIC
CHARITABLE
3,000
RIVERSIDE PARK CONSERVANCY
475 RIVERSIDE DRIVE 455
NEW YORK
,
NY
10115
NONE
PUBLIC
CHARITABLE
10,000
ROCKEFELLER WOMEN IN SCIENCE
1230 YORK AVENUE
NEW YORK
,
NY
10065
NONE
PUBLIC
CHARITABLE
2,500
RONALD MCDONALD HOUSE OF NY
470 E 73RD STREET
NEW YORK
,
NY
10021
NONE
PUBLIC
CHARITABLE
1,500
ROUNDABOUT THEATRE COMPANY
231 WEST 39TH STREET STE 1200
NEW YORK
,
NY
10018
NONE
PUBLIC
CHARITABLE
2,500
RYAN LICHTSANG BIPOLAR FOUNDATION
P O BOX 2657
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
15,000
SHARE OUR STRENGTH
1030 15TH STREET NW 1100
WASHINGTON
,
DC
20005
NONE
PUBLIC
CHARITABLE
1,000
SIGI
10 GRAND CENTRAL 155 EAST 44TH
STREET 5TH FLOOR
NEW YORK
,
NY
10017
NONE
PUBLIC
CHARITABLE
9,000
SIMON WEISENTHAL CENTER
1399 ROXBURY DRIVE
LOS ANGELES
,
CA
90035
NONE
PUBLIC
CHARITABLE
3,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
220 E 42ND STREET
NEW YORK
,
NY
10017
NONE
PUBLIC
CHARITABLE
1,000
STAR PAWS
2038 GLYNDON AVENUE
VENICE
,
CA
90291
NONE
PUBLIC
CHARITABLE
4,000
STEPHEN WISE FREE SYNAGOGUE
30 WEST 68TH STREET
NEW YORK
,
NY
10023
NONE
PUBLIC
CHARITABLE
5,000
STORYVILLE CENTER FOR THE SPOKEN WORD
140 S DEARBORN STREET
CHICAGO
,
IL
60603
NONE
PUBLIC
CHARITABLE
1,000
TAKE TWO MEDIA INITIATIVE
11 W 71ST STREET APT 3A
NEW YORK
,
NY
10023
NONE
PUBLIC
CHARITABLE
10,000
TEACHERS COLLEGE
525 WEST 120TH STREET
NEW YORK
,
NY
100274750
NONE
PUBLIC
CHARITABLE
50,000
TECTONIC THEATER PROJECT
204 W 84TH STREET 2
NEW YORK
,
NY
10024
NONE
PUBLIC
CHARITABLE
10,000
TELSHE YESHIVA
28400 EUCLID AVENUE
WICKLIFFE
,
OH
44092
NONE
PUBLIC
CHARITABLE
100
TEMPLE EMANU EL
190 NORTH COUNTY ROAD
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
19,475
THE ACADEMY FOR TEACHERS
10 WEST 90TH STREET
NEW YORK
,
NY
10024
NONE
PUBLIC
CHARITABLE
10,000
THE ASPEN INSTITUTE
1000 N THIRD STREET
ASPEN
,
CO
81611
NONE
PUBLIC
CHARITABLE
5,000
THE CHABAD HOUSE
361 SOUTH COUNTY ROAD D
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
1,800
THE CHICAGO HIGH SCHOOL FOR THE ARTS
2714 WEST AUGUSTA
CHICAGO
,
IL
60622
NONE
PUBLIC
CHARITABLE
3,000
THE EDNA Y SCHWARZ SCHOLARSHIP FUND
80 CLIFFWOOD STREET
LENOX
,
MA
01240
NONE
PUBLIC
CHARITABLE
5,000
THE EDUCATION FOUNDATION OF PBC
3300 FOREST HILL BLVD STE C141
WEST PALM BEACH
,
FL
33406
NONE
PUBLIC
CHARITABLE
1,000
THE LORD'S PLACE
2808 NORTH AUSTRALIAN AVENUE
WEST PALM BEACH
,
FL
33407
NONE
PUBLIC
CHARITABLE
2,000
THE NIGHT MINISTRY
4711 N RAVENSWOOD AVE
CHICAGO
,
IL
60640
NONE
PUBLIC
CHARITABLE
23,000
THE PUBLIC THEATER
425 LAFAYETTE STREET
NEW YORK
,
NY
10003
NONE
PUBLIC
CHARITABLE
2,000
THE SOCIETY OF THE FOUR ARTS
2 FOUR ARTS PLAZA
PALM BEACH
,
FL
33480
NONE
PUBLIC
CHARITABLE
40,000
THE SOLOMON R GUGGENHEIM FOUNDATION
1071 FIFTH AVENUE
NEW YORK
,
NY
10128
NONE
PUBLIC
CHARITABLE
20,000
THRESHOLDS
4101 N RAVENSWOOD AVE
CHICAGO
,
IL
50613
NONE
PUBLIC
CHARITABLE
2,500
TIDES CENTERCHILDRENS ACTION NETWORK
11849 WEST OLYMPIC BLVD SUITE 101
LOS ANGELES
,
CA
90064
NONE
PUBLIC
CHARITABLE
5,000
TRINITY SCHOOL
139 WEST 91ST STREET
NEW YORK
,
NY
10024
NONE
PUBLIC
CHARITABLE
64,750
UCLA FOUNDATION
10920 WILSHIRE BLVD STE 1400
LOS ANGELES
,
CA
90024
NONE
PUBLIC
CHARITABLE
3,500
UNIVERSITY OF MIAMIBASCOM PALMER EYE INSTITUTE
PO BOX 016880
MIAMI
,
FL
33101
NONE
PUBLIC
CHARITABLE
1,000
UNIV OF MARYLAND COLLEGE PARK FOUNDATION
1120 FRANCES SCOTT KEY HALL
COLLEGE PARK
,
MD
20742
NONE
PUBLIC
CHARITABLE
2,000
UNIVERSITY OF MIAMI
DIVISION OF UNIVERSITY ADVANCEMENT
PO BOX 248073
CORAL GABLES
,
FL
33102
NONE
PUBLIC
CHARITABLE
43,000
UNIVERSITY OF VIRGINIA
JEFFERSON SCHOLARS FOUNDATION POBOX
400891
CHARLOTTESVILLE
,
VA
22904
NONE
PUBLIC
CHARITABLE
2,500
UNIVERSITY OF WISCONSIN HILLEL FOUNDATION
1848 UNIVERSITY AVENUE
MADISON
,
WI
53726
NONE
PUBLIC
CHARITABLE
1,000
UNIVERSITY SYNAGOGUE
11960 SUNSET BLVD
LOS ANGELES
,
CA
90049
NONE
PUBLIC
CHARITABLE
48,000
VFW
406 W 34TH STREET
KANSAS CITY
,
MO
64111
NONE
PUBLIC
CHARITABLE
500
WEST PALM BEACH LIBRARY FOUNDATION
411 CLEMATIS STREET 3RD FLOOR
WEST PALM BEACH
,
FL
33401
NONE
PUBLIC
CHARITABLE
1,000
WEST SIDE MONTESSORI SCHOOL
309 WEST 92ND STREET
NEW YORK
,
NY
10025
NONE
PUBLIC
CHARITABLE
10,000
WESTSIDE CHILDRENS CENTER
5721 W SLAUSON AVENUE SUITE 140
CULVER CITY
,
CA
90230
NONE
PUBLIC
CHARITABLE
6,900
WESTSIDE JEWISH COMMUNITY CENTER
5870 WEST OLYMPIC BOULEVARD
LOS ANGELES
,
CA
90036
NONE
PUBLIC
CHARITABLE
2,500
WILD TOMORROW FUND
413 WEST 48TH STREET
NEW YORK
,
NY
10036
NONE
PUBLIC
CHARITABLE
2,500
WOMENS ALZHEIMERS MOVEMENT
11440 SAN VICENTE BLVD STE 301
LOS ANGELES
,
CA
90049
NONE
PUBLIC
CHARITABLE
11,000
WXEL - SOUTH FLORIDA PBS
3401 S CONGRESS AVENUE
BOYNTON BEACH
,
FL
33426
NONE
PUBLIC
CHARITABLE
14,400
YALE UNIVERSITY FORTUNOFF HOLOCAUST ARCHIVE
PO BOX 2038
NEW HAVEN
,
CT
06521
NONE
PUBLIC
CHARITABLE
50,000
YALE UNIVERSITY HUMANITIES PROGRAM
PO BOX 2038
NEW HAVEN
,
CT
06521
NONE
PUBLIC
CHARITABLE
100,000
ZIMMER CHILDRENS MUSEUM
6505 WILSHIRE BLVD 100
LOS ANGELES
,
CA
90048
NONE
PUBLIC
CHARITABLE
85,000
MOUNT ARARAT MISSIONARY BATIST CHURCH
W266 N7220 KETTLE RIDGE CT
LISBON
,
WI
53089
NONE
PUBLIC
CHARITABLE
42,000
BETH TZEDEC CONGREGATION
1700 BATHURST STREET
TORONTO, ONTARIO
CA
NONE
PUBLIC
CHARITABLE
5,000
SLIFKA CENTER FOR JEWISH LIFE AT YALE
80 WALL STREET
NEW HAVEN
,
CT
06511
NONE
PUBLIC
CHARITABLE
1,000
Total
.................................
3a
2,606,583
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
1,260,270
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
............
18
1,247,663
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
K-1 PASS THROUGH OTHER INCOME
18
26,853
b
TAX-EXEMPT INCOME
18
46
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
2,534,832
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,534,832
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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) (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) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description