Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SIDNEY KOHL FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)220 SUNRISE AVENUE 202
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH, FL33480
A Employer identification number

65-6429919
B Telephone number (see instructions)

(561) 833-4211
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$62,181,125
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,508,923 1,508,923  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,876,383
b Gross sales price for all assets on line 6a 7,408,467
7 Capital gain net income (from Part IV, line 2)... 1,876,383
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)....... -100,387 -100,387  
12 Total. Add lines 1 through 11........ 3,284,919 3,284,919  
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 28,910 2,219   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 344,922 343,882   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 373,832 346,101   0
25 Contributions, gifts, grants paid....... 2,894,570 2,894,570
26 Total expenses and disbursements. Add lines 24 and 25 3,268,402 346,101   2,894,570
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 16,517
b Net investment income (if negative, enter -0-) 2,938,818
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 5,075,522 611,673 611,673
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 14,253,052 Click to see attachment
List of Attached Documents:
// Content
16,532,795
25,728,707
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 24,770,309 Click to see attachment
List of Attached Documents:
// Content
26,975,139
35,840,745
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 44,098,883 44,119,607 62,181,125
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
500
Click to see attachment
List of Attached Documents:
// Content
4,707
23 Total liabilities (add lines 17 through 22)......... 500 4,707
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 44,098,383 44,114,900
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)..... 44,098,383 44,114,900
30 Total liabilities and net assets/fund balances (see instructions). 44,098,883 44,119,607
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
44,098,383
2
Enter amount from Part I, line 27a .....................
2
16,517
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
44,114,900
5
Decreases not included in line 2 (itemize) right arrow
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
44,114,900
Form 990-PF (2023)
Form 990-PF (2023)
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 2013-01-09 2023-12-07
b CHARLES SCHWAB - SHORT TERM P 2023-02-01 2023-03-10
c WELLS FARGO - LONG TERM P 2012-11-29 2023-10-25
d FROM K-1 PASS THRU - LT P 2013-01-10 2023-12-31
e FROM K-1 PASS THRU - ST P 2023-01-01 2023-12-31
(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 3,228,827   2,754,898 473,929
b 2,504,211   2,504,416 -205
c 816,538   272,770 543,768
d 836,033     836,033
e 22,858     22,858
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       473,929
b       -205
c       543,768
d       836,033
e       22,858
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,876,383
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
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 right arrow 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) 1 40,850
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 40,850
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 40,850
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 53,605
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 31,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 84,605
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 43,755
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow43,755 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowSIDNEY A KOHL Telephone no.right arrow (561) 833-4211

Located atright arrow220 SUNRISE AVENUE STE 202PALM BEACHFL ZIP+4right arrow33480
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
220 SUNRISE AVENUE STE 202
PALM BEACH,FL33480
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
24,133,715
b
Average of monthly cash balances.......................
1b
1,980,775
c
Fair market value of all other assets (see instructions)................
1c
33,906,287
d
Total (add lines 1a, b, and c).........................
1d
60,020,777
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
60,020,777
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
900,312
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
59,120,465
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,956,023
Part X
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 IX, line 6..................
1
2,956,023
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
40,850
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
536
c
Add lines 2a and 2b............................
2c
41,386
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,914,637
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,914,637
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 XII, line 1 ...
7
2,914,637
Part XI
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
2,894,570
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,894,570
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,914,637
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 8,310
b From 2019...... 24,489
c From 2020...... 188,357
d From 2021......  
e From 2022...... 31,979
f Total of lines 3a through e ........ 253,135
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,894,570
a Applied to 2022, 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)........
Click to see attachment
List of Attached Documents:
// Content
0
d Applied to 2023 distributable amount..... 2,894,570
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 20,067 20,067
(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 5 233,068
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
233,068
10 Analysis of line 9:
a Excess from 2019.... 12,732
b Excess from 2020.... 188,357
c Excess from 2021....  
d Excess from 2022.... 31,979
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SIDNEY KOHL
220 SUNRISE AVENUE STE 202
PALM BEACH,FL33480
(561) 833-4211
bThe 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.
cAny submission deadlines:
NO SUBMISSION DEADLINES.
dAny 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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

211 PALM BEACH TREASURE COAST

PO BOX 3588
LANTANA,FL33465
NONE PUBLIC CHARITABLE 1,000

ACLU FOUNDATION

125 BROAD STREET
NEW YORK,NY10004
NONE PUBLIC CHARITABLE 1,000

ALEXIS DETOCQUEVILLE SOCIETY OF PBUNITED WAY

44 COCOANUT ROW - M201
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 25,000

ALI FORNEY CENTER

224 WEST 35TH STREET SUITE 1500
NEW YORK,NY10001
NONE PUBLIC CHARITABLE 2,250

ALLIANCE FOR CHILDRENS RIGHTS

3333 WILSHIRE BLVD STE 550
LOS ANGELES,CA90010
NONE PUBLIC CHARITABLE 5,680

ALLIANCE FOR EATING DISORDER AWARENESS

4400 N CONGRESS AVENUE STE 100
WEST PALM BEACH,FL33407
NONE PUBLIC CHARITABLE 2,500

AMERICAN ASSOC FOR CANCER RESEARCH

615 CHESTNUT STREET 17TH FLOOR
PHILADELPHIA,PA19106
NONE PUBLIC CHARITABLE 10,000

AMERICAN ASSOC OF THE NATIONAL THEATER

214 WEST 29TH STREET STE 701
NEW YORK,NY10001
NONE PUBLIC CHARITABLE 10,000

AMERICAN FRIENDS OF ISRAEL MUSEUM

545 FIFTH AVENUE SUITE 920
NEW YORK,NY10017
NONE PUBLIC CHARITABLE 5,000

AMERICAN FRIENDS OF HEBREW UNIVERSITY

11 EAST 69TH STREET
NEW YORK,NY100214982
NONE PUBLIC CHARITABLE 34,400

AMERICAN FRIENDS OF ISRAEL PHILHARMONIC ORCHESTRA

122 EAST 42ND STREET 4507
NEW YORK,NY10168
NONE PUBLIC CHARITABLE 7,500

AMERICAN FRIENDS OF MAGEN DAVID ADOM

352 SEVENTH AVENUE STE 400
NEW YORK,NY10001
NONE PUBLIC CHARITABLE 2,500

AMERICAN FRIENDS OF YAHAD IN UNIM

25 WEST 45TH ST STE 1405
NEW YORK,NY10036
NONE PUBLIC CHARITABLE 7,500

AMERICAN JEWISH COMMITTEE

165 E 56TH STREET 620
NEW YORK,NY100222746
NONE PUBLIC CHARITABLE 2,500

ANDERSON RANCH ARTS CENTER

5263 OWL CREEK ROAD
SNOWMASS VILLAGE,CO81615
NONE PUBLIC CHARITABLE 14,650

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY101583560
NONE PUBLIC CHARITABLE 25,500

ASPEN ART MUSEUM

637 EAST HYMAN AVENUE
ASPEN,CO81611
NONE PUBLIC CHARITABLE 10,000

ASPEN COUNTRY DAY SCHOOL

85 COUNTRY DAY WAY
ASPEN,CO81611
NONE PUBLIC CHARITABLE 15,000

BEAUTY TO THE STREETZ

5050 E 2ND STREET 14795
LONG BEACH,CA90803
NONE PUBLIC CHARITABLE 1,250

BIRTHRIGHT ISRAEL FOUNDATION

33 E 33RD STREET 7TH FLOOR
NEW YORK,NY10016
NONE PUBLIC CHARITABLE 80,000

BOSTON UNIVERSITY CENTER FOR PSYCHIATRIC REHAB

595 COMMONWEALTH AVENUE SUITE 700
BOSTON,MA02215
NONE PUBLIC CHARITABLE 2,500

BOWERY MISSION

355 LEXINGTON AVE FLOOR 19
NEW YORK,NY10017
NONE PUBLIC CHARITABLE 1,250

BOYS & GIRLS CLUBS OF SANTA MONICA

1220 LINCOLN BOULEVARD
SANTA MONICA,CA90401
NONE PUBLIC CHARITABLE 50,000

BREAST CANCER RESEARCH FOUNDATION

28 WEST 44TH STREET STE 609
NEW YORK,NY10036
NONE PUBLIC CHARITABLE 15,000

BROADWAY YOUTH CENTER

1025 W SUNNYSIDE AVENUE
CHICAGO,IL60640
NONE PUBLIC CHARITABLE 5,000

BRUCE & MARSHA MOSKOWITZ FOUNDATION

225 LIST ROAD
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 20,000

CAYTON ZIMMER CHILDRENS MUSEUM BY SHAREWELL

6505 WILSHIRE BLVD 100
LOS ANGELES,CA90048
NONE PUBLIC CHARITABLE 70,000

CEDARS SINAI

8700 BEVERLY BLVD NT STE 2416
LOS ANGELES,CA90048
NONE PUBLIC CHARITABLE 5,000

CENTER FOR CREATIVE EDUCATION

2400 METROCENTRE BLVD
WEST PALM BEACH,FL33407
NONE PUBLIC CHARITABLE 1,500

CENTER FOR INDEPENDENT DOCUMENTARY-FOUR WINTERS

PO BOX 95216
NEWTON,MA02495
NONE PUBLIC CHARITABLE 5,000

CENTRAL SYNAGOGUE

123 EAST 55TH STREET
NEW YORK,NY10022
NONE PUBLIC CHARITABLE 19,400

CHEERFUL HELPERS CHILD & FAMILY STUDY CENTER

3300 WILSHIRE BOULEVARD
LOS ANGELES,CA90010
NONE PUBLIC CHARITABLE 5,000

CHICAGO PUBLIC LIBRARY FOUNDATION

20 N MICHIGAN AVENUE STE 520
CHICAGO,IL60602
NONE PUBLIC CHARITABLE 2,500

CHICAGO SYMPHONY ORCHESTRA

220 S MICHIGAN AVENUE
CHICAGO,IL60604
NONE PUBLIC CHARITABLE 256,500

CHICAGO YOUTH CENTERS

218 S WABASH AVENUE STE 600
CHICAGO,IL60604
NONE PUBLIC CHARITABLE 3,000

CHILDREN MENDING HEARTS

4100 W ALAMANDA AVE STE 300
TOLUKA LAKE,CA91505
NONE PUBLIC CHARITABLE 1,000

CHILDRENS HEALTH ALLIANCE FOR ISRAEL

1345 AVENUE OF THE AMERICAS 2ND
FLOOR
NEW YORK,NY10105
NONE PUBLIC CHARITABLE 1,800

CHILDRENS HOME SOCIETY OF FLORIDA

CHC 3333 FOREST HILL BLVD
WEST PALM BEACH,FL33406
NONE PUBLIC CHARITABLE 1,500

CHILDRENS HOSPITAL LOS ANGELES

4650 SUNSET BLVD 29
LOS ANGELES,CA90027
NONE PUBLIC CHARITABLE 10,000

CLEVELAND CLINIC PHILANTHROPY INSTITUTE

PO BOX 931517
CLEVELAND,OH44193
NONE PUBLIC CHARITABLE 5,000

COALITION FOR THE HOMELESS

129 FULTON STREET
NEW YORK,NY10038
NONE PUBLIC CHARITABLE 1,000

CREATIVE VISIONS

18820 PACIFIC COAST HWY STE 201
MALIBU,CA90265
NONE PUBLIC CHARITABLE 5,000

DANA FARBER CANCER FOUNDATION

220 SUNRISE AVENUE 204
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 5,000

DALTON SCHOOL

108 EAST 89TH STREET
NEW YORK,NY10128
NONE PUBLIC CHARITABLE 35,000

DEITY ANIMAL RESCUE FOUNDATION

148 SOUTH DOHENY DRIVE
BEVERLY HILLS,CA90211
NONE PUBLIC CHARITABLE 4,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006
NONE PUBLIC CHARITABLE 1,250

EMILYS ENTOURAGE

PO BOX 71
MERION STATION,PA19066
NONE PUBLIC CHARITABLE 1,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104
NONE PUBLIC CHARITABLE 1,250

FIDF

1903 S CONGRESS AVENUE STE 202
BOYNTON BEACH,FL33426
NONE PUBLIC CHARITABLE 19,750

FLAGLER MUSEUM

P O BOX 969
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 5,000

FOOD FOR THE POOR

6401 LYONS ROAD
COCONUT CREEK,FL33073
NONE PUBLIC CHARITABLE 1,000

FOR BLAKE'S SAKE RESCUE

130 STAFFORD AVENUE
STATEN ISLAND,NY10312
NONE PUBLIC CHARITABLE 1,000

FRIENDS OF JCC KRAKOW

74 LAFAYETTE AVE SUITE 101
SUFFERN,NY10901
NONE PUBLIC CHARITABLE 10,000

GEORGE LOPEZ FOUNDATION

21731 VENTURA BLVD SUITE 300
WOODLAND HILLS,CA91364
NONE PUBLIC CHARITABLE 88,500

GLOMERULAR KIDNEY DISEASE CENTER

161 FORT WAHINGTON AVENUE 202
NEW YORK,NY10032
NONE PUBLIC CHARITABLE 2,000

GOODMAN THEATRE

170 N DEARBORN
CHICAGO,IL60601
NONE PUBLIC CHARITABLE 5,000

HARVARD LAW SCHOOL

125 MT AUBURN STREET
CAMBRIDGE,MA02138
NONE PUBLIC CHARITABLE 20,000

HOLOCAUST MUSEUM LA

100 THE GROVE DRIVE
LOS ANGELES,CA90036
NONE PUBLIC CHARITABLE 20,000

HUDSON RIVER PARK FRIENDS

PO BOX 488
NARROWBURG,NY12764
NONE PUBLIC CHARITABLE 1,000

IGNITE

180 MICHIGAN AVENUE SUITE 1900
CHICAGO,IL60601
NONE PUBLIC CHARITABLE 5,000

INTERNATIONAL MEDICAL CORP

12400 WILSHIRE BLVD STE 1500
LOS ANGELES,CA90025
NONE PUBLIC CHARITABLE 1,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY10168
NONE PUBLIC CHARITABLE 1,000

ISRAEL TENNIS CENTER FOUNDATION

3275 W HILLSBORO BLVD STE 102
DEERFIELD BEACH,FL33442
NONE PUBLIC CHARITABLE 2,500

JCC OF MANHATTAN

334 AMSTERDAM AVENUE
NEW YORK,NY10023
NONE PUBLIC CHARITABLE 10,000

JEWISH FAMILY SERVICES

1300 N JACKSON STREET
MILWAUKEE,WI53202
NONE PUBLIC CHARITABLE 21,000

JEWISH FAMILY SERVICES LA

3580 WILSHIRE BLVD SUITE 700
LOS ANGELES,CA90010
NONE PUBLIC CHARITABLE 3,500

JEWISH FAMILY SERVICES OF THE DESERT

490 S FARRELL DRIVE STE C-20
PALM SPRINGS,CA92262
NONE PUBLIC CHARITABLE 10,000

JEWISH FEDERATION OF GREATER LA

6505 WILSHIRE BOULEVARD
LOS ANGELES,CA90048
NONE PUBLIC CHARITABLE 18,500

JEWISH FEDERATION OF METROPOLITAN CHICAGO

30 S WELLS STREET SUITE 3045
CHICAGO,IL30445
NONE PUBLIC CHARITABLE 65,000

JEWISH FEDERATION OF PALM BEACH COUNTY

4601 COMMUNITY DRIVE
WEST PALM BEACH,FL334172760
NONE PUBLIC CHARITABLE 335,000

JEWISH MUSEUM

1109 FIFTH AVENUE
NEW YORK,NY10128
NONE PUBLIC CHARITABLE 7,500

JEWISH MUSEUM

1109 FIFTH AVENUE
NEW YORK,NY10128
NONE PUBLIC CHARITABLE 2,500

JEWISH VOCATIONAL SERVICES OF LA

3580 WILSHIRE BLVD STE 700
LOS ANGELES,CA90010
NONE PUBLIC CHARITABLE 3,000

JOE TORRE SAFE AT HOME

55 W 39TH STREET STE 600
NEW YORK,NY10018
NONE PUBLIC CHARITABLE 2,000

JOFFREY BALLET

10 EAST RANDOLPH STREET
CHICAGO,IL60601
NONE PUBLIC CHARITABLE 5,000

JOHNS HOPKINS UNIVERSITY & MEDECINE

300 N CHARLES STREET
BALTIMORE,MD21201
NONE PUBLIC CHARITABLE 25,000

JUVENILE DIABETES RESEARCH FOUNDATION

200 VESSEY STREET 28TH FLOOR
NEW YORK,NY10281
NONE PUBLIC CHARITABLE 7,500

KAUFMAN MUSIC CENTER

129 WEST 67TH STREET
NEW YORK,NY10023
NONE PUBLIC CHARITABLE 5,000

KOHL CHILDRENS MUSEUM OF GREATER CHICAGO

2100 PATRIOT BLVD
GLENVIEW,IL60026
NONE PUBLIC CHARITABLE 5,000

KRAVIS CENTER FOR THE PERFORMING ARTS

701 OKEECHOBEE BOULEVARD
W PALM BEACH,FL33401
NONE PUBLIC CHARITABLE 109,850

LA CASA NORTE

3533 W NORTH AVE
CHICAGO,IL60647
NONE PUBLIC CHARITABLE 5,000

LEAGUE OF AMERICAN ORCHESTRAS

520 8TH AVENUE STE 2005
NEW YORK,NY10018
NONE PUBLIC CHARITABLE 5,000

LIBRARY OF AMERICA

14 EAST 60TH STREET
NEW YORK,NY10022
NONE PUBLIC CHARITABLE 1,000

LOS ANGELES REGIONAL FOOD BANK

1734 E 41ST STREET
LOS ANGELES,CA90058
NONE PUBLIC CHARITABLE 3,272

MANHATTAN THEATRE CLUB

311 W 43RD STREET 8TH FLOOR
NEW YORK,NY10036
NONE PUBLIC CHARITABLE 664

MARGAUX'S MIRACLE FOUNDATION

2601 NW 29TH DRIVE
BOCA RATON,FL33434
NONE PUBLIC CHARITABLE 10,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET UNIT 540
BOSTON,MA02114
NONE PUBLIC CHARITABLE 10,000

MCC THEATER

511 WEST 52ND STREET
NEW YORK,NY10019
NONE PUBLIC CHARITABLE 1,000

MEALS ON WHEELS PALM BEACH COUNTY

1300 S OLIVE
WEST PALM BEACH,FL33401
NONE PUBLIC CHARITABLE 15,000

MERIT SCHOOL OF MUSIC

38S PEORIA STREET
CHICAGO,IL60607
NONE PUBLIC CHARITABLE 3,000

MILWAUKEE JEWISH FEDERATION

1360 N PROSPECT AVENUE
MILWAUKEE,WI532023094
NONE PUBLIC CHARITABLE 36,000

MORSELIFE FOUNDATION INC

4847 FRED GLADSTONE DRIVE
WEST PALM BEACH,FL33417
NONE PUBLIC CHARITABLE 10,000

MUSEUM OF JEWISH HERITAGE

36 BATTERY PLACE
NEW YORK,NY10280
NONE PUBLIC CHARITABLE 18,800

NATALORG

72 PINHAS ROSEN ST BUILDING B 4TH
FLOOR
TEL AVIV    
IS
NONE PUBLIC CHARITABLE 500

NATIONAL COUNCIL OF JEWISH WOMEN

241 W 72ND STREET
NEW YORK,NY10023
NONE PUBLIC CHARITABLE 1,000

NATIONAL JEWISH HEALTH-BELLA SERA

1400 JACKSON STREET
DENVER,CO80206
NONE PUBLIC CHARITABLE 5,000

NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY

101 SO INDEPENDENCE MALL EAST
PHILADELPHIA,PA19106
NONE PUBLIC CHARITABLE 5,000

NEW YORK CITY CENTER

130 W 56TH STREET
NEW YORK,NY10019
NONE PUBLIC CHARITABLE 2,500

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10019
NONE PUBLIC CHARITABLE 850

NORTHWESTERN UNIV FEINBERG SCHOOL OF MED

240 E SUPERIOR STREET 9TH FLOOR
CHICAGO,IL60611
NONE PUBLIC CHARITABLE 100,000

NORTON MUSEUM OF ART

1451 S OLIVE AVENUE
WEST PALM BEACH,FL33401
NONE PUBLIC CHARITABLE 101,500

OCEAN PARK COMMUNITY CENTERPEOPLES CONCERN

526 SAN PEDRO STREET
LOS ANGELES,CA90013
NONE PUBLIC CHARITABLE 3,000

PALM BEACH ATLANTIC UNIVERSITY

901 S FLAGLER DRIVE
WEST PALM BEACH,FL33416
NONE PUBLIC CHARITABLE 25,000

PALM BEACH CIVIC ASSOCIATION

139 N COUNTY ROAD 33
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 10,000

PALM BEACH COUNTRY CLUB FOUNDATION

760 N OCEAN BLVD
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 4,000

PALM BEACH COUNTY FOOD BANK

525 GATOR DRIVE
LANTANA,FL33462
NONE PUBLIC CHARITABLE 1,000

PALM BEACH DAY ACADEMY

241 SEAVIEW AVENUE
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 25,000

PALM BEACH FELLOWSHIP OF CHRISTIANS & JEWS

139 NORTH COUNTY ROAD SUITE 28
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 1,000

PALM BEACH OPERA

1800 S AUSTRALIAN AVE SUITE 301
WEST PALM BEACH,FL33409
NONE PUBLIC CHARITABLE 14,340

PALM BEACH SYNAGOGUE

120 N COUNTY ROAD PO BOX 1028
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 21,450

PALM BEACH UNITED WAY

44 COCOANUT ROW - M201
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 25,000

PALM BEACH ZOO & CONSERVANCY

1301 SUMMIT BLVD
WEST PALM BEACH,FL33405
NONE PUBLIC CHARITABLE 5,000

PALM SPRINGS ART MUSEUM

PO BOX 2310
PALM SPRINGS,CA92263
NONE PUBLIC CHARITABLE 10,000

PARSONSTHE NEW SCHOOL UNIVERSITY DEVELOPMENT

79 FIFTH AVENUE 17TH FLOOR
NEW YORK,NY10003
NONE PUBLIC CHARITABLE 21,875

PEN AMERICA

588 BROADWAY SUITE 303
NEW YORK,NY10012
NONE PUBLIC CHARITABLE 1,000

PLANNED PARENTHOOD

2300 N FLORIDA MANGO RD
WEST PALM BEACH,FL33409
NONE PUBLIC CHARITABLE 9,325

PLANNED PARENTHOOD OF NYC

123 WILLIAM STREET 10TH FLOOR
NEW YORK,NY10038
NONE PUBLIC CHARITABLE 5,000

PREP FOR PREP

328 W 71ST STREET
NEW YORK,NY10023
NONE PUBLIC CHARITABLE 20,000

PRESERVATION FOUNDATION OF PALM BEACH

311 PERUVIAN AVENUE
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 4,700

PROMISE FUND OF FLORIDA

340 ROYAL POINCIANA WAY SUITE 328
PO BOX 933
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 15,000

QUEENS TOGETHER RESTAURANT ASSOCIATION

33-47 14TH STREET 7B
ASTORIA,NY11106
NONE PUBLIC CHARITABLE 1,000

RISING TREETOPS

1140 BROADWAY STE 507
NEW YORK,NY10001
NONE PUBLIC CHARITABLE 1,000

RONALD MCDONALD HOUSE

405 EAST 73RD STREET
NEW YORK,NY10021
NONE PUBLIC CHARITABLE 5,000

ROUNDABOUT THEATRE COMPANY

231 WEST 39TH STREET STE 1200
NEW YORK,NY10018
NONE PUBLIC CHARITABLE 2,900

RYAN LICHT SANG BIPOLAR FOUNDATION

P O BOX 2657
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 10,000

SAINT JOHNS HEALTH CENTER FOUNDATION

2121 SANTA MONIVA BLVD
SANTA MONICA,CA90404
NONE PUBLIC CHARITABLE 20,000

SANDRA BORNSTEIN HOLOCAUST EDUCATION CENTER

401 ELMGROVE AVENUE
PROVIDENCE,RI02906
NONE PUBLIC CHARITABLE 2,000

SHRINERS HOSPITAL FOR CHILDREN

PO BOX 1510
RANSON,WV25438
NONE PUBLIC CHARITABLE 1,000

SIMON WEISENTHAL CENTER

1399 ROXBURY DRIVE
LOS ANGELES,CA90035
NONE PUBLIC CHARITABLE 5,000

SLIFKA CENTER FOR JEWISH LIFE AT YALE

PO BOX 2038
NEW HAVEN,CT06521
NONE PUBLIC CHARITABLE 10,000

SOUTH FLORIDA PBS-WXEL

PO BOX 6607
WEST PALM BEACH,FL33405
NONE PUBLIC CHARITABLE 10,000

ST JUDE CHILDRENS RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105
NONE PUBLIC CHARITABLE 5,000

STAR PAWS

2038 GLYNDON AVENUE
VENICE,CA90291
NONE PUBLIC CHARITABLE 2,000

TEACHERS COLLEGE COLUMBIA UNIVERSITY

525 WEST 120TH STREET
NEW YORK,NY100274750
NONE PUBLIC CHARITABLE 162,500

TECTONIC THEATER PROJECT

204 W 84TH STREET 2
NEW YORK,NY10024
NONE PUBLIC CHARITABLE 15,000

TELSHE YESHIVA

28400 EUCLID AVENUE
WICKLIFFE,OH44092
NONE PUBLIC CHARITABLE 100

TEMPLE EMANU EL

190 NORTH COUNTY ROAD
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 19,375

THE 92ND STREET Y

1395 LEXINGTON AVENUE
NEW YORK,NY10128
NONE PUBLIC CHARITABLE 1,000

THE ABILITY CENTER

10300 W WISCONSIN AVE
WAWAUTUSA,WI53226
NONE PUBLIC CHARITABLE 15,000

THE ACADEMY FOR TEACHERS

10 WEST 90TH STREET
NEW YORK,NY10024
NONE PUBLIC CHARITABLE 20,000

THE BLUE BUS PROJECT

13-17 JACKSON AVE
LONG ISLAND CITY,NY11101
NONE PUBLIC CHARITABLE 1,000

THE CENTER FOR DISCOVERY

PO BOX 840
HARRIS,NY12742
NONE PUBLIC CHARITABLE 5,000

THE CHABAD HOUSE

361 SOUTH COUNTY ROAD D
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 1,000

THE COLLEAGUES

470 WARNER AVENUE
LOS ANGELES,CA90024
NONE PUBLIC CHARITABLE 1,000

THE EDNA Y SCHWARTZ SCHOLARSHIP FUND

80 CLIFFWOOD STREET
LENOX,MA01240
NONE PUBLIC CHARITABLE 5,000

THE EDUCATION FOUNDATION OF PBC

3300 FOREST HILL BLVD STE C141
WEST PALM BEACH,FL33406
NONE PUBLIC CHARITABLE 1,000

THE JEWISH BOARD

135 WEST 50TH STREET
NEW YORK,NY10020
NONE PUBLIC CHARITABLE 1,000

THE LORD'S PLACE

2808 NORTH AUSTRALIAN AVENUE
WEST PALM BEACH,FL33407
NONE PUBLIC CHARITABLE 1,000

THE METROPOLITAN OPERA

30 LINCOLN CENTER
NEW YORK,NY101330037
NONE PUBLIC CHARITABLE 5,500

NEW 42ND STREET

229 42ND STREET 10TH FLOOR
NEW YORK,NY10036
NONE PUBLIC CHARITABLE 8,444

THE NIGHT MINISTRY

4711 N RAVENSWOOD AVE
CHICAGO,IL60640
NONE PUBLIC CHARITABLE 5,000

THE OLANA PARTNERSHIP

PO BOX 199
HUDSON,NY12534
NONE PUBLIC CHARITABLE 2,000

THE PUBLIC THEATER

425 LAFAYETTE STREET
NEW YORK,NY10003
NONE PUBLIC CHARITABLE 2,595

SOCIETY OF THE FOUR ARTS

2 FOUR ARTS PLAZA
PALM BEACH,FL33480
NONE PUBLIC CHARITABLE 10,000

THE SOLOMON R GUGGENHEIM FOUNDATION

1071 FIFTH AVENUE
NEW YORK,NY10128
NONE PUBLIC CHARITABLE 64,200

THE SYLVIA CENTER

2417 3RD AVENUE STE 301
BRONX,NY10451
NONE PUBLIC CHARITABLE 5,000

THEATRE ASPEN

110 E HALLMAN STREET STE 126
ASPEN,CO81611
NONE PUBLIC CHARITABLE 10,000

THIRTEENWNET

825 EIGTH AVENUE
NEW YORK,NY10019
NONE PUBLIC CHARITABLE 100

TIDES CENTERCHILDRENS ACTION NETWORK

11849 WEST OLYMPIC BLVD SUITE 101
LOS ANGELES,CA90064
NONE PUBLIC CHARITABLE 2,800

TRINITY SCHOOL

139 WEST 91ST STREET
NEW YORK,NY10024
NONE PUBLIC CHARITABLE 30,000

UNITED HATZALAH

442 5TH AVENUE SUITE 1866
NEW YORK,NY10018
NONE PUBLIC CHARITABLE 3,000

UNIVERSITY OF CHICAGO

5235 SOUTH HARPER COURT SUITE 450
CHICAGO,IL60615
NONE PUBLIC CHARITABLE 75,000

UNIVERSITY OF MIAMI BASCOM PALMER EYE INSTITUTE

DIVISION OF UNIVERSITY ADVANCEMENT
CORAL GABLES,FL33102
NONE PUBLIC CHARITABLE 1,000

UNIVERSITY OF MARYLAND

4603 CALVERT ROAD
COLLEGE PARK,MD20740
NONE PUBLIC CHARITABLE 2,000

UNIVERSITY OF VIRGINIA

112 CLARKE COURT
CHARLOTTESVILLE,VA22903
NONE PUBLIC CHARITABLE 10,000

UNIVERSITY OF WISCONSIN HILLEL

1848 UNIVERSITY AVENUE
MADISON,WI53726
NONE PUBLIC CHARITABLE 1,000

UNIVERSITY OF WISCONSIN FOUNDATION

1848 UNIVERSITY AVENUE
MADISON,WI53726
NONE PUBLIC CHARITABLE 5,000

US HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBURG PLACE
SW WASHINGTON DC,DC20024
NONE PUBLIC CHARITABLE 1,000

WESTSIDE JEWISH COMMUNITY CENTERTHE J LA

5870 W OLYMPIC BLVD
LOS ANGELES,CA90036
NONE PUBLIC CHARITABLE 3,000

WILSHIRE BLVD TEMPLE

11960 SUNSET BLVD
LOS ANGELES,CA90049
NONE PUBLIC CHARITABLE 125,000

WORLD JEWISH RELEIF

1350 AVENUE OF THE AMERICAS FLOOR 2
NEW YORK,NY10019
NONE PUBLIC CHARITABLE 1,000

YALE UNIVERSITY DS UNDER GRAD HUMANITIES

PO BOX 2038
NEW HAVEN,CT06521
NONE PUBLIC CHARITABLE 25,000

ZAKWORLDORG

2920 AVENUE R
BROOKLYN,NY11229
NONE PUBLIC CHARITABLE 500
Total .................................right arrow 3a 2,894,570
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 1,508,923  
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 ............
    18 1,017,492 858,891
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 PASS THROUGH OTHER INCOME
    18 -102,134  
bTAX-EXEMPT INT INCOME     18 31  
cTAX EXEMPT INCOME     18 1,716  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,426,028 858,891
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,284,919
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8 REALIZED GAIN FROM PASSTHROUGH ENTITY
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 DistributionFromCorpusElection
Name:
SIDNEY KOHL FAMILY FOUNDATION
EIN:
65-6429919
Election:
PURSUANT TO IRC SEC. 4942(H)(2) AND REG. SEC. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT THE 2013 QUALIFYING DISTRIBUTIONS OF $1,574,221 IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.

TY 2023 InvestmentsCorpStockSchedule
Name:
SIDNEY KOHL FAMILY FOUNDATION
EIN:
65-6429919
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB BROKERAGE ACCOUNT 7,708,998 8,950,342
WELLS FARGO BROKERAGE ACCOUNT 8,823,797 16,778,365

TY 2023 InvestmentsOtherSchedule2
Name:
SIDNEY KOHL FAMILY FOUNDATION
EIN:
65-6429919
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT LTG INVESTORS AT COST 9,460 31,274
INVESTMENT IN ARTISAN FUNDS AT COST 3,448,687 4,780,904
INVESTMENT IN LONE CEDAR LTD AT COST 1,500,000 1,778,191
INVESTMENT IN WARBURG PINCUS PRIVATE EQ XI AT COST 672,917 1,068,283
INVESTMENT IN ABS OFFSHORE SPC GLOBAL AT COST 4,600,000 6,599,618
INVESTMENT IN FIRSTMARK CAPITAL IV AT COST 807,918 1,760,481
INVESTMENT IN WARBURG PINCUS PRIVATE EQ XII AT COST 1,369,336 2,045,294
INVESTMENT IN RMWC DIRECT LENDING OPP FUND III AT COST 2,894,550 2,831,148
INVESSTMENT IN APOLLO FUND III (DOLLAR B) AT COST 309,711 280,887
INVESTMENT IN FIRSTMARK CAPITAL II AT COST 761,791 1,641,074
INVESTMENT IN THE CANNABIST COMPANY HOLDINGS INC. (C CORP) AT COST 33,446 10,640
INVESTMENT IN WARBURG PINCUS GLOBAL GROWTH AT COST 1,743,123 2,450,034
INVESTMENT IN APOLLO INVESTMENT FUND IX AT COST 927,225 1,532,921
INVESTMENT IN COLUMBIA CARE INC NOTE AT COST 2,000,000 2,000,000
INVESTMENT IN COMMONFUND CAPITAL VENTURE PARTNERS XIII AT COST 2,133,126 3,088,378
INVESTMENT IN OAKTREE DISLOCATION FUND (US) LP AT COST 4,374 1,730
INVESTMENT IN RMWC DIRECT LENDING OPP FUND IV AT COST 1,032,082 1,038,757
INVESTMENT IN WARBURG PINCUS GLOBAL GROWTH 14 AT COST 745,415 899,875
INVESTMENT IN AG REALTY VALUE FUND XI AT COST 275,230 368,926
INVESTMENT IN FIRSTMARK CAPITAL OF IV AT COST 79,443 79,210
INVESTMENT IN FIRSTMARK CAPITAL VI AT COST 47,367 46,438
INVESTMENT IN IEQ CAPITAL ACCESS FD - BRP SECONDARY V AT COST 79,938 98,709
INVESTMENT IN REDWHEEL EMERGING MARKET EQUITY FUND AT COST 1,500,000 1,407,973

TY 2023 OtherExpensesSchedule
Name:
SIDNEY KOHL FAMILY FOUNDATION
EIN:
65-6429919
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PORTFOLIO DEDUCTION 282,566 282,566   0
OTHER EXPENSE K-1 PASS THROUGH 43,831 43,831   0
NON DEDUCTIBLE EXPENSE 1,040 0   0
OTHER DEDUCTIONS 17,485 17,485   0


TY 2023 OtherIncomeSchedule2
Name:
SIDNEY KOHL FAMILY FOUNDATION
EIN:
65-6429919
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 PASS THROUGH OTHER INCOME -102,134 -102,134 -102,134
TAX-EXEMPT INT INCOME 31 31 31
TAX EXEMPT INCOME 1,716 1,716 1,716


TY 2023 OtherLiabilitiesSchedule
Name:
SIDNEY KOHL FAMILY FOUNDATION
EIN:
65-6429919
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD 500 4,707


TY 2023 TaxesSchedule
Name:
SIDNEY KOHL FAMILY FOUNDATION
EIN:
65-6429919
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID CHARLES SCHWAB 431 431   0
FOREIGN TAX K-1 PASS THROUGH 1,788 1,788   0
EXCISE TAX PAYMENTS FOR FORM 990-PF 2022 20,000 0   0
FEDERAL INC TAX 990-T 2022 & 2021 REFUND 6,691 0   0