Form990-PF

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ALLEN AND ANITA KOHL CHARITABLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)11812 SAN VICENTE BLVD SUITE 510
  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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$12,285,258J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 229,858 211,155  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 523,261
b Gross sales price for all assets on line 6a 830,274
7 Capital gain net income (from Part IV, line 2)... 483,926
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 -66,221 -106,499  
12 Total. Add lines 1 through 11........ 686,898 588,582  
Operating and Administrative Expenses 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).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,260 14,260   0
c Other professional fees (attach schedule)....        
17 Interest............... 47,331 46,028   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 88,606 53,747   85
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 104,912 87,318   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 255,109 201,353   85
25 Contributions, gifts, grants paid....... 561,250 561,250
26 Total expenses and disbursements. Add lines 24 and 25 816,359 201,353   561,335
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -129,461
b Net investment income (if negative, enter -0-) 387,229
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 454,122 113,847 113,847
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)..... 53,167 51,894 51,894
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).......... 12,866,530 Click to see attachment12,119,517 12,119,517
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,373,819 12,285,258 12,285,258
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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,898,395 5,898,395
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,475,424 6,386,863
29 Total net assets or fund balances (see instructions)..... 13,373,819 12,285,258
30 Total liabilities and net assets/fund balances (see instructions). 13,373,819 12,285,258
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
13,373,819
2
Enter amount from Part I, line 27a .....................
2
-129,461
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,244,358
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
959,100
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,285,258
Form 990-PF (2020)
Form 990-PF (2020)
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 KFP K-1: ST CAPITAL GAINS P    
b KFP K-1: LT CAPITAL GAINS P    
c KFP K-1: SEC 1231 GAIN/LOSS P    
d KFP K-1: SEC 1256 CONTRACTS & STRADDLES P    
e NEA II K-1: ST CAPITAL GAINS P    
NEA II K-1: LT CAPITAL GAINS P    
ORION KFP II K-1: ST CAPITAL GAINS P    
ORION KFP II K-1: LT CAPITAL GAINS P    
ORION KFP II K-1: SEC 1231 GAIN/LOSS P    
ORION QPV IX K-1: LT CAPITAL GAINS P    
(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     276,745 -276,745
b 258,478     258,478
c 3,654     3,654
d 172,079     172,079
e 523     523
3,084     3,084
    6,141 -6,141
303,132     303,132
9,355     9,355
16,507     16,507
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       -276,745
b       258,478
c       3,654
d       172,079
e       523
      3,084
      -6,141
      303,132
      9,355
      16,507
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 2 483,926
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,382
c All other domestic foundations enter 1.39% 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 5,382
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 5,382
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,472
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,472
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,090
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,090 RefundedBullet 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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 atbullet11812 SAN VICENTE BLVD SUITE 510LOS ANGELESCA ZIP+4bullet90049
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (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
     
     
    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? .................
    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
    2.00     		0 0 0
    11812 SAN VICENTE BLVD SUITE 510
    LOS ANGELES,CA90049
    DAVID J KOHL VICE PRESIDENT
    1.00     		0 0 0
    11812 SAN VICENTE BLVD SUITE 510
    LOS ANGELES,CA90049
    STEPHANIE S COHEN SECRETARY/TREASURER
    1.00     		0 0 0
    11812 SAN VICENTE BLVD SUITE 510
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    452,506
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,119,517
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,572,023
    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
    12,572,023
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    188,580
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,383,443
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    619,172
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    619,172
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,382
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    11,328
    c
    Add lines 2a and 2b............................
    2c
    16,710
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    602,462
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    602,462
    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
    602,462
    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
    561,335
    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
    561,335
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    561,335
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 602,462
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 63,771
    e From 2019......  
    fTotal of lines 3a through e........ 63,771
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 561,335
    a Applied to 2019, 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 2020 distributable amount..... 561,335
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 41,127 41,127
    (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 22,644
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		22,644
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 22,644
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    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).)
    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.
    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 (2020)
    Form 990-PF (2020)
    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
    ABBY & DOUG BROWN FAMILY FOUNDATION
    12100 WILSHIRE BLVD SUITE 1750
    LOS ANGELES,CA90025     		N/A PF GENERAL SUPPORT 50,000
    AMANDA & DAVID LEBOWITZ FAMILY FOUNDATION
    1333 2ND ST SUITE 650
    SANTA MONICA,CA90401     		N/A PF GENERAL SUPPORT 25,000
    AMERICAN ENDOWMENT FNDNCOHEN FOUNDATION
    5700 DARROW ROAD SUITE 118
    HUDSON,OH44236     		N/A PF GENERAL SUPPORT 30,000
    ANITA MANN KOHL CHARITABLE FOUNDATION
    11812 SAN VICENTE BLVD SUITE 510
    LOS ANGELES,CA90049     		N/A PF GENERAL SUPPORT 26,000
    ASHLEY & ANDREW LEBOWITZ FAMILY FOUNDATION
    321 S BRISTOL AVE
    LOS ANGELES,CA90049     		N/A PF GENERAL SUPPORT 60,000
    BRENTWOOD SCHOOL
    100 SOUTH BARRINGTON AVE
    LOS ANGELES,CA90049     		N/A PC GENERAL SUPPORT 1,000
    BW COUNTRY CLUB EMPLOYEE SCHOLARSHIP FUND
    590 BURLINGAME AVE
    LOS ANGELES,CA90049     		N/A PC GENERAL SUPPORT 1,000
    CENTER OF DANCE ARTS
    135 N GRAND AVE
    LOS ANGELES,CA90012     		N/A PC GENERAL SUPPORT 2,500
    CHILDREN'S ACTION NETWORK
    11840 W OLYMPIC BLVD STE 101
    LOS ANGELES,CA90064     		N/A PC GENERAL SUPPORT 2,500
    CITY OF HOPE
    1500 E DUARTE RD
    DUARTE,CA91010     		N/A PC GENERAL SUPPORT 500
    CONCERN FOUNDATION
    11111 WEST OLYMPIC BLVD SUITE 214
    LOS ANGELES,CA90064     		N/A PC GENERAL SUPPORT 25,000
    CSNK2A1 FOUNDATION
    1929 VAN NESS AVE
    SAN FRANCISCO,CA94109     		N/A PC GENERAL SUPPORT 7,500
    CULVER CITY EDUCATION FOUNDATION
    PO BOX 4178
    CULVER CITY,CA90231     		N/A PC GENERAL SUPPORT 500
    DANIEL A KOHL FAMILY FOUNDATION TRUST
    11812 SAN VICENTE BLVD SUITE 510
    LOS ANGELES,CA90049     		N/A PF GENERAL SUPPORT 25,000
    ABBY & DAVID KOHL CHARITABLE FOUNDATION
    11812 SAN VICENTE BLVD SUITE 510
    LOS ANGELES,CA90049     		N/A PF GENERAL SUPPORT 25,000
    EXCEPTIONAL CHILDREN'S FOUNDATION
    8740 WASHINGTON BLVD
    CULVER CITY,CA90232     		N/A PC GENERAL SUPPORT 1,000
    GABRIELLA FOUNDATION
    639 S COMMONWEALTH AVE SUITE B
    LOS ANGELES,CA90005     		N/A PC GENERAL SUPPORT 2,500
    GEORGE LOPEZ FOUNDATION
    21731 VENTURA BLVD SUITE 300
    WOODLAND HILLS,CA90364     		N/A PC GENERAL SUPPORT 5,000
    HARMONY PROJECT
    PO BOX 34456
    LOS ANGELES,CA90034     		N/A PC GENERAL SUPPORT 10,000
    HILLCREST COUNTRY CLUB CHARITABLE FUND
    10000 W PICO BLVD
    LOS ANGELES,CA90064     		N/A PC GENERAL SUPPORT 1,000
    HOLOCAUST MUSEUM LA
    167 GRANVILLE AVE
    LOS ANGELES,CA90049     		N/A PC GENERAL SUPPORT 10,000
    IAN'S FRIENDS FOUNDATION
    855 MARSEILLES DRIVE
    ATLANTA,GA30327     		N/A PC GENERAL SUPPORT 2,500
    J STREET EDUCATIONAL FUND
    PO BOX 66073
    WASHINGTON,DC20035     		N/A PC GENERAL SUPPORT 10,000
    JVS SOCAL
    6505 WILSHIRE BLVD SUITE 200
    LOS ANGELES,CA90048     		N/A PC GENERAL SUPPORT 12,500
    KOHL FEINERMAN FAMILY CHARITABLE TRUST
    11812 SAN VICENTE BLVD SUITE 510
    LOS ANGELES,CA90048     		N/A PF GENERAL SUPPORT 25,000
    LA CANCER CHALLENGE
    2990 SOUTH SEPULVEDA BLVD SUITE
    300C
    LOS ANGELES,CA90064     		N/A PC GENERAL SUPPORT 2,000
    MATTHEW SILVERMAN MEMORIAL FOUNDATION
    324 SOUTH BEVERLY DR 411
    BEVERLY HILLS,CA90212     		N/A PC GENERAL SUPPORT 7,500
    MUSIC INSTITUTE OF CHICAGO LEARN BENEFIT CONCERT
    353 MELROSE AVE
    KENILWORTH,IL60043     		N/A PC GENERAL SUPPORT 1,000
    MYCHAL'S LEARNING PLACE
    4901 W ROSECRANS AVE
    HAWTHORNE,CA90250     		N/A PC GENERAL SUPPORT 1,000
    ONE DROP FOUNDATION
    6775 EDMOND ST STE 300
    LAS VEGAS,NV89118     		N/A PC GENERAL SUPPORT 16,000
    OUR HOUSE
    1663 SAWTELLE BLVD STE 300
    LOS ANGELES,CA90025     		N/A PC GENERAL SUPPORT 1,000
    PHASE ONE
    5792 WEST JEFFERSON BLVD
    LOS ANGELES,CA90016     		N/A PC GENERAL SUPPORT 500
    SHARE INC
    2031 S BENTLEY AVE 106
    LOS ANGELES,CA90025     		N/A PC GENERAL SUPPORT 500
    SHARE INC
    2031 S BENTLEY AVE 106
    LOS ANGELES,CA90025     		N/A PC GENERAL SUPPORT 1,000
    SHARE INC
    2031 S BENTLEY AVE 106
    LOS ANGELES,CA90025     		N/A PC GENERAL SUPPORT 2,500
    ST JOHN'S HEALTH CENTER
    2121 SANTA MONICA BLVD
    SANTA MONICA,CA90404     		N/A PC GENERAL SUPPORT 50,000
    STEPPENWOLF WEST COAST COUNCIL
    1700 N HALSTED ST
    CHICAGO,IL60614     		N/A PC GENERAL SUPPORT 2,500
    THE HUMANE SOCIETY OF THE UNITED STATES
    1255 23RD ST STE 450
    WASHINGTON,DC20037     		N/A PC GENERAL SUPPORT 500
    THE MICHELSON FOUNDATION INC
    C/O HARVEY ENGLANDER 52-600 VIA
    BELLAGIO
    LA QUINTA,CA92253     		N/A PC GENERAL SUPPORT 10,000
    THE MUSIC CENTER
    PO BOX 849743
    LOS ANGELES,CA90084     		N/A PC GENERAL SUPPORT 25,000
    THE MUSIC CENTER
    PO BOX 849743
    LOS ANGELES,CA90084     		N/A PC GENERAL SUPPORT 800
    UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA91109     		N/A PC GENERAL SUPPORT 10,000
    UCLA FOUNDATION
    WOODEN ATHLETIC FUND 405 HILGARD
    AVE
    LOS ANGELES,CA90099     		N/A PC GENERAL SUPPORT 10,000
    UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA91109     		N/A PC GENERAL SUPPORT 5,000
    USC KAUFMAN SCHOOL OF GERONTOLOGY
    849 W 34TH STREET KDC 203
    LOS ANGELES,CA90089     		N/A PC GENERAL SUPPORT 5,000
    USC LEONARD DAVIC SCHOOL OF GERONTOLOGY
    1150 S OLIVE ST 25TH FLOOR
    LOS ANGELES,CA90015     		N/A PC GENERAL SUPPORT 10,000
    UNIVERSITY OF WISCONSIN FOUNDATION
    US BANK LOCKBOX 78807
    MILWAUKEE,WI53278     		N/A PC GENERAL SUPPORT 10,000
    VILLAGE FOR VETS
    910 BUNDY DR
    LOS ANGELES,CA90049     		N/A PC GENERAL SUPPORT 2,500
    VISTA DEL MAR FAMILY SERVICES
    3200 MOTOR AVE
    LOS ANGELES,CA90034     		N/A PC GENERAL SUPPORT 5,000
    WILSHIRE BOULEVARD TEMPLE
    3663 WILSHIRE BOULEVARD
    LOS ANGELES,CA90010     		N/A PC GENERAL SUPPORT 10,000
    WILSHIRE BOULEVARD TEMPLE
    3663 WILSHIRE BOULEVARD
    LOS ANGELES,CA90010     		N/A PC GENERAL SUPPORT 10,950
    Total .................................bullet 3a 561,250
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.... 523000 18,703 14 211,155  
    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 39,335 18 483,926  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aKFP K-1: ORDINARY INCOME     		523000 316 01 -94,048  
    bKFP K-1: OTHER PORTFOLIO INCOME 523000 2,110 01 12,711  
    cKFP K-1: OTHER INCOME (LOSS) 523000 2,893 01 228  
    dKFP K-1: OTHER RENTAL INCOME(LOSS) 523000 1 16 0  
    eKFP K-1: RENTAL LOSS 523000 -1,053 16 -851  
    fKFP K-1: ROYALTY INCOME 523000 13 15 659  
    gKFP K-1: CANCELLATION OF DEBT INCOME 523000 3,585 01 0  
    hORION KFP II K-1: CANCELLATION OF DEBT INCOME 523000 8,553 01 0  
    iORION KFP II K-1: ORDINARY INCOME 523000 8,320 01 -6,547  
    jORION KFP II K-1: OTHER INCOME 523000 288 01 -11,544  
    kORION KFP II K-1: OTHER PORTFOLIO INCOME 523000 0 01 -7,573  
    lORION KFP II K-1: OTHER RENTAL INCOME 523000 2 16    
    mORION KFP II K-1: RENTAL GAIN(LOSS) 523000 -2,407 16 -1,910  
    nORION KFP II K-1: ROYALTY INCOME 523000 33 15 793  
    oORION KFP II K-1: UBTI OTHER PORTFOLIO INCOME 523000 0      
    pORION QPV IX K-1: ORDINARY INCOME     01    
    qORION QPV IX K-1: OTHER INCOME(LOSS) 523000   01 1,571  
    rORION KFP II K-1: ROYALTIES 523000        
    sORION KFP II K-1: OTHER TAX EXEMPT INCOME          
    tKFP K-1: OTHER TAX EXEMPT INCOME          
    12 Subtotal. Add columns (b), (d), and (e).. 80,692 606,206 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    686,898
    (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 (2020)
    Form 990-PF (2020)
    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? ...........
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ALLEN AND ANITA KOHL CHARITABLE
     
    FOUNDATION INC
    EIN:
    23-7211587
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,260 14,260   0

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    TY 2020 ExpenditureResponsibilityStmt
    Name:
    ALLEN AND ANITA 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
    DANIEL A KOHL FAMILY FOUNDATION TRUST
          		11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049     		2020-12-21 25,000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 25,000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $25,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
    ANITA MANN KOHL CHARITABLE FOUNDATION
          		11812 SAN VICENTE BLVD SUITE 510
    LOS ANGELES,CA90049     		2020-01-21 26,000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 26,000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $26,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
    MATTHEW SILVERMAN MEMORIAL FOUNDATION
          		324 SOUTH BEVERLY DR 411
    BEVERLY HILLS,CA90212     		2020-02-05 7,500 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 7,500 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $7,500 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
    ABBY & DAVID KOHL CHARITABLE FOUNDATION
          		11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049     		2020-12-21 25,000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 25,000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $25,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
    KOHL FEINERMAN FAMILY CHARITABLE TRUST
          		11990 SAN VICENTE BLVD SUITE 200
    LOS ANGELES,CA90049     		2020-12-21 25,000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 25,000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $25,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
    ABBY & DOUG BROWN FAMILY FOUNDATION
          		12100 WILSHIRE BLVD SUITE 1750
    LOS ANGELES,CA90025     		2020-12-21 50,000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 50,000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $50,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
    AMANDA & DAVID LEBOWITZ FAMILY FOUNDATION
          		1333 2ND ST SUITE 650
    SANTA MONICA,CA90401     		2020-12-21 25,000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 25,000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $25,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.
    ASHLEY & ANDREW LEBOWITZ FAMILY FOUNDATION
          		321 S BRISTOL AVE
    LOS ANGELES,CA90049     		2020-08-24 60,000 UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE 60,000 NO 06/30/21 2021-07-01 VERIFICATION CONFIRMED THAT $60,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.

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    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    ALLEN AND ANITA KOHL CHARITABLE
     
    FOUNDATION INC
    EIN:
    23-7211587
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    KFP K-1: UBTI ST CAPITAL GAINS   PURCHASED       23,243 COST 0 -23,243  
    KFP K-1: UBTI LT CAPITAL GAINS   PURCHASED     22,462   COST 0 22,462  
    KFP K-1: UBTI SEC 1231 GAIN/LOSS   PURCHASED     2,741   COST 0 2,741  
    KFP K-1: UBTI SEC 1256 CONTRACTS & SADDLEE   PURCHASED     31,728   COST 0 31,728  
    ORION KFP II K-1: UTBI LT CAPITAL LOSS   PURCHASED       884 COST 0 -884  
    ORION KFP II K-1: UBTI SEC 1231 GAIN/LOSS   PURCHASED     6,531   COST 0 6,531  

    TY 2020 InvestmentsOtherSchedule2
    Name:
    ALLEN AND ANITA KOHL CHARITABLE
     
    FOUNDATION INC
    EIN:
    23-7211587
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    KOHL FOUNDATION PARTNERS FMV 10,521,610 10,521,610
    NEW ENTERPRISE ASSOCIATES 11 FMV 42,309 42,309
    ORION KF PARTNERS II, LP FMV 1,418,311 1,418,311
    ORION QP VENTURES IX, LP FMV 137,287 137,287

    TY 2020 OtherDecreasesSchedule
    Name:
    ALLEN AND ANITA KOHL CHARITABLE
     
    FOUNDATION INC
    EIN:
    23-7211587
    Description Amount
    UNREALIZED LOSS FROM PASS-THRU ENTITIES 959,100


    TY 2020 OtherExpensesSchedule
    Name:
    ALLEN AND ANITA 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: ROYALTY INCOME DEDUCTION 225 225   0
    KFP K-1: SEC 59(E)(2) EXPENDITURES 700 0   0
    KFP K-1: PORTFOLIO DEDUCTIONS (OTHER) 700 0   0
    KFP K-1: OTHER DEDUCTIONS 61,109 47,229   0
    KFP K-1: NONDEDUCTIBLE EXPENSE 99 0   0
    NEA 11 K-1: OTHER DEDUCTIONS 27 27   0
    ORION KFP II K-1: ROYALTY INCOME DEDUCTION 186 186   0
    ORION KFP II K-1: SEC 59(E)(2) EXPENDITURES 1,671 0   0
    ORION KFP II K-1: PORTFOLIO DEDUCTIONS (OTHER) 988 988   0
    ORION KFP II K-1: OTHER DEDUCTIONS 32,185 31,844   0
    ORION KFP II K-1: NON DEDUCTIBLE EXPENSE 203 0   0
    ORION QPV IX K-1: PORTFOLIO DEDUCTIONS (OTHER) 385 385   0
    ORION QPV IX K-1: OTHER DEDUCTIONS 6,209 6,209   0
    FILING FEE 219 219   0
    KFP K-1: CHARITABLE CONTRIBUTION 1 1   0
    ORION KFP II: CHARITABLE CONTRIBUTION 2 2   0
    KFP K-1: SEC 743 (B) NEGATIVE ADJ 1 1   0
    ORION KFP II K-1: SEC 743 (B) NEGATIVE ADJ 2 2   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ALLEN AND ANITA KOHL CHARITABLE
     
    FOUNDATION INC
    EIN:
    23-7211587
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    KFP K-1: ORDINARY INCOME -93,732 -94,048 -93,732
    KFP K-1: OTHER PORTFOLIO INCOME 14,821 12,711 14,821
    KFP K-1: OTHER INCOME (LOSS) 3,121 228 3,121
    KFP K-1: OTHER RENTAL INCOME(LOSS) 1   1
    KFP K-1: RENTAL LOSS -1,904 -851 -1,904
    KFP K-1: ROYALTY INCOME 672 659 672
    KFP K-1: CANCELLATION OF DEBT INCOME 3,585   3,585
    ORION KFP II K-1: CANCELLATION OF DEBT INCOME 8,553   8,553
    ORION KFP II K-1: ORDINARY INCOME 1,773 -6,547 1,773
    ORION KFP II K-1: OTHER INCOME -11,256 -11,544 -11,256
    ORION KFP II K-1: OTHER PORTFOLIO INCOME -7,573 -7,573 -7,573
    ORION KFP II K-1: OTHER RENTAL INCOME 2   2
    ORION KFP II K-1: RENTAL GAIN(LOSS) -4,317 -1,910 -4,317
    ORION KFP II K-1: ROYALTY INCOME 826 793 826
    ORION QPV IX K-1: OTHER INCOME(LOSS) 1,571 1,571 1,571
    KFP K-1: SUBPART F INCOME 12 12 12
    KFP K-1: TAX-EXEMPT INTEREST INCOME 17,109   17,109
    KFP K-1: NON TAXABLE INCOME 515   515


    TY 2020 TaxesSchedule
    Name:
    ALLEN AND ANITA KOHL CHARITABLE
     
    FOUNDATION INC
    EIN:
    23-7211587
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KFP K-1: FOREIGN TAXES 20,019 19,532   0
    ORION KFP II K-1: FOREIGN TAXES 34,889 34,215   0
    FEDERAL TAXES 24,300 0   0
    CA TAXES 9,313 0   0
    CA FILING FEES 85 0   85