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
KOVLER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)875 N MICHIGAN AVE - 3400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60611
A Employer identification number

36-6152744
B Telephone number (see instructions)

(312) 664-5050
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$131,892,854J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,228,806 1,228,806  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 810,385
b Gross sales price for all assets on line 6a 5,006,961
7 Capital gain net income (from Part IV, line 2)... 810,385
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
List of Attached Documents:
// Content
-99,303 -99,303  
12 Total. Add lines 1 through 11........ 1,939,888 1,939,888  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 129,200 83,855   45,345
14 Other employee salaries and wages...... 335,313 243,131   92,182
15 Pension plans, employee benefits....... 69,677 47,030   22,647
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,754 1,939   5,815
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,485 8,243   8,242
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
52,243 24,172   11,640
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
9,986 6,890  
20 Occupancy.............. 140,237 77,130   63,107
21 Travel, conferences, and meetings....... 338 271   67
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
371,407 265,170   106,223
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,132,640 757,831   355,268
25 Contributions, gifts, grants paid....... 5,847,949 5,847,949
26 Total expenses and disbursements. Add lines 24 and 25 6,980,589 757,831   6,203,217
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,040,701
b Net investment income (if negative, enter -0-) 1,182,057
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............. 109,961 100,837 100,837
2 Savings and temporary cash investments......... 153,880 135,719 135,719
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.......... 102,878 96,447 96,447
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,520,623 Click to see attachment
List of Attached Documents:
// Content
8,484,495 		96,571,958
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).......... 28,286,401 Click to see attachment
List of Attached Documents:
// Content
26,490,816 		34,970,734
14 Land, buildings, and equipment: basis right arrow66,109
Less: accumulated depreciation (attach schedule) right arrow59,892 16,203 Click to see attachment
List of Attached Documents:
// Content
6,217 		6,217
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,396 		Click to see attachment
List of Attached Documents:
// Content
10,942 		Click to see attachment
List of Attached Documents:
// Content
10,942
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,195,342 35,325,473 131,892,854
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)    
23 Total liabilities (add lines 17 through 22).........   0
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........... 38,195,342 35,325,473
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 38,195,342 35,325,473
30 Total liabilities and net assets/fund balances (see instructions). 38,195,342 35,325,473
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
38,195,342
2
Enter amount from Part I, line 27a .....................
2
-5,040,701
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,170,832
4
Add lines 1, 2, and 3 ..........................
4
35,325,473
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,325,473
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 Publicly Traded Securities-ST P 2023-01-01 2023-12-31
b Publicly Traded Securities-LT P 2020-01-01 2023-12-31
c LTCG Distrib. L&B OF/IM P 2020-01-01 2023-02-09
d LTCG Emerson Point Capital Overseas P 2018-07-26 2023-02-10
e LTCG Distrib. L&B OF/IM P 2020-01-01 2023-05-11
11.29 Magnetar Capital Fund SPC3 P 2020-01-01 2023-08-08
783.465124 Atlas Enhanced Fund, Ltd P 2020-01-01 2023-09-26
6.2559 SGOF Liquidating Feeder Ltd P 2020-01-01 2023-10-20
LTCG SGOF Liquidating Feeder Ltd P 2020-01-01 2023-12-05
8.8118 Roystone Capital Offshore Fund P 2020-01-01 2023-12-20
Lux Ventures Cayman III-L/T CG P 2020-01-01 2023-12-31
Lone Cascade, LP-S/T CG P 2023-01-01 2023-12-31
Lone Cascade, LP-L/T CL P 2020-01-01 2023-12-31
Lone Cascade, LP-S/T CG P 2023-01-01 2023-12-31
Lone Cascade, LP-L/T CL P 2020-01-01 2023-12-31
Honest Partners, LP-S/T CL P 2023-01-01 2023-12-31
Honest Partners, LP-L/T CL P 2020-01-01 2023-12-31
Volta Energy Storage Fund I LP-L/T CL P 2020-01-01 2023-12-31
Rome Capital Investors, LP-S/T CG P 2023-01-01 2023-12-31
Rome Capital Investors, LP-L/T CG P 2020-01-01 2023-12-31
JM10-FFF, LLC-L/T CL P 2020-01-01 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 1,596,720   1,400,870 195,850
b 1,084,589   612,152 472,437
c 22,247     22,247
d 1,067,572   1,000,000 67,572
e 4,449     4,449
275   113 162
941,471   591,791 349,680
154,046   53,765 100,281
8,651   8,108 543
15,769     15,769
7,300     7,300
13,551     13,551
    57,235 -57,235
42,043     42,043
    172,468 -172,468
    8,963 -8,963
    118,184 -118,184
    32,408 -32,408
45,906     45,906
2,372     2,372
    140,519 -140,519
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       195,850
b       472,437
c       22,247
d       67,572
e       4,449
      162
      349,680
      100,281
      543
      15,769
      7,300
      13,551
      -57,235
      42,043
      -172,468
      -8,963
      -118,184
      -32,408
      45,906
      2,372
      -140,519
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 2 810,385
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 3 288,387
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 16,431
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  
3 Add lines 1 and 2........................... 3 16,431
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,431
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 93,399
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 93,399
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
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 76,968
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow76,968 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowIL
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 arrowJonathan Kovler Telephone no.right arrow (312) 664-5050

Located atright arrow875 N Michigan Ave Suite 3400ChicagoIL ZIP+4right arrow606111958
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
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
Jonathan Kovler Pres/CB/Dir
35.00 		129,000 19,350  
875 N Michigan Ave - 3400
Chicago,IL60611
Benjamin Kovler Tr/Mng/Dir
15.00 		38,333 5,750  
875 N Michigan Ave - 3400
Chicago,IL60611
Sally M Kovler Secretary/Dir
5.00 		0    
875 N Michigan Ave - 3400
Chicago,IL60611
Molly B Kovler Ast Secretary
35.00 		100 15  
875 N Michigan Ave - 3400
Chicago,IL60611
Casey Benjamin Ast Secretary
35.00 		100 15  
875 N Michigan Ave - 3400
Chicago,IL60611
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
Brian T Burke Controller
40.00 		128,750 19,313  
875 N Michigan Ave Suite 3400
Chicago,IL60611
Gina Rosanova Exec. Admin
40.00 		93,646 14,047  
875 N Michigan Ave Suite 3400
Chicago,IL60611
Sergio Gonzalez Accountant
40.00 		74,584 11,188  
875 N Michigan Ave Suite 3400
Chicago,IL60611
Total number of other employees paid over $50,000...................right arrow  
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 arrow  
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  
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 arrow  
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
122,923,996
b
Average of monthly cash balances.......................
1b
1,629,375
c
Fair market value of all other assets (see instructions)................
1c
100,737
d
Total (add lines 1a, b, and c).........................
1d
124,654,108
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
 
3
Subtract line 2 from line 1d.........................
3
124,654,108
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,869,812
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
122,784,296
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,139,215
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
6,139,215
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
16,431
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,431
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,122,784
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
6,122,784
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,122,784
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
6,203,217
b
Program-related investments—total from Part VIII-B..................
1b
 
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
6,203,217
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 6,122,784
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 5,947,247
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,203,217
a Applied to 2022, but not more than line 2a 5,947,247
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 255,970
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		5,866,814
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
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:
Kovler Family Foundation
875 N Michigan Ave Suite 3400
Chicago,IL606111958
(312) 664-5050
bThe form in which applications should be submitted and information and materials they should include:
It is recommended that a 1 to 2 page written proposal and a copy of your determination letter be submitted.No Specific Form Required.
cAny submission deadlines:
By Mid - November to be considered for the current year.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
No Restrictions. Typical Grant Awarded is between $1,000 - $5,000
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
Alex's Lemonade Stand Foundation


333 E Lancaster Ave 414
Wynnewood,PA19096 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 12,000
After School Matters


66 East Randolph Street
Chicago,IL60601 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Big Brothers - Big Sisters of Metro


560 W Lake Street 5th Floor
Chicago,IL60661 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,500
Boys Girls Club of Chicago


2102 W Monroe Street
Chicago,IL60612 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Camp of Dreams


1235A N Clybourn Suite 362
Chicago,IL60610 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Camp Penuel


PO Box 367
Ironton,MO63650 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Challenge Aspen


PO Box 6639
Snowmass Village,CO81615 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 1,000
Chicago Children's Advocacy Center


1240 South Damen Avenue
Chicago,IL60608 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Dragonfly Foundation Chicago


506 Oak Street
Cincinnati,OH45219 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 15,000
Chicago Youth Centers


218 S Wabash Ave Suite 600
Chicago,IL60604 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Camp For All Kids


818 E 63rd St 193
Chicago,IL60637 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Foundation for Jewish Camping


253 West 35th Street 4th Fl
New York,NY10001 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Intonation Music Workshop


4434 S Lake Park Ave Suite 110
Chicago,IL60653 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 15,000
Invest For Kids Inc


875 N Michigan
Chicago,IL60611 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 175,000
Ira Sohn Research Conference Founda


1732 1st Avenue 20395
New York,NY10128 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Make A Wish Foundation


200 W Monroe Street Suite 1801
Chicago,IL60606 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 20,000
Menomonee Club


1535 N Dayton
Chicago,IL60642 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Marine Toys for Tots Foundation


18251 Quantico Gateway Dr
Triangle,VA22172 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Publicolor


20 West 36th Street 9th Floor
New York,NY10018 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 15,000
SAY


333 West 39th Street Suite 604
New York,NY10018 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
SGA Youth Family Services


11 E Adams Suite 240
Chicago,IL60603 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Misericordia


6300 North Ridge Avenue
Chicago,IL60660 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 250
Snow City Arts


1653 W Congress Pkwy Kidston 103
Chicago,IL60612 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Playing For Change Foundation


171 Pier Avenue 271
Santa Monica,CA90405 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 5,000
UNICEF USA


125 Maiden Lane
New York,NY10038 		None PC Children's Welfare-To aid in achieving the exempt purpose of the various donee organizations. 5,000
DAP Health Desert AIDS Project


611 S Palm Canyon Ste 7050
Palm Springs,CA92264 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 2,000
CHANGE Illinois


2045 W Grand Ave
Chicago,IL60612 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Chicago History Museum


1601 North Clark Street
Chicago,IL60614 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Chicago Shakespeare Theater


800 East Grand Avenue
Chicago,IL60611 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Chicago Symphony Orchestra


220 South Michigan Ave
Chicago,IL60604 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Femme House


235 Park Ave South 9th Fl
New York,NY10003 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 25,000
Facing History Ourselves


89 South Street Suite 401
Boston,MA02111 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Friends of ELNET


5215 Old Orchard Rd Suite 880
Chicago,IL60077 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 13,000
Hubbard Street Dance Chicago


PO Box 778859
Chicago,IL60607 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Hyde Park Art Center


1448 E 52nd Street Box 117
Chicago,IL60615 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Independence Pass Foundation


PO Box 1700
Aspen,CO81612 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 1,000
Jewish Community Centers of Chgo


300 Revere Drive
Northbrook,IL60062 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Jewish Council for Youth Services


2112 W Lawrence Ave Ste 219
Chicago,IL60625 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Jewish Vocational Services


216 West Jackson Blvd Suite 700
Chicago,IL60606 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Joffrey Ballet


10 East Randolph Street
Chicago,IL60601 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 75,000
Lubeznik Center for the Arts


101 W 2nd St Avenue of the Arts
Michigan City,IN46360 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 1,000
National Museum of Mexican Art


1852 W 19th Street
Chicago,IL60608 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 2,500
Museum of Contemporary Art


220 East Chicago Avenue
Chicago,IL60611 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 113,000
Newberry Library


60 West Walton Street
Chicago,IL60610 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Palm Springs Art Museum


101 Museum Drive
Palm Springs,CA92262 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 30,000
PAWS Chicago


1997 N Clybourn Ave
Chicago,IL60614 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Illinois Humanities


125 S Clark St Ste 650
Chicago,IL60603 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 1,000
PSIFF


181 S Civic Dr Suite 1
Palm Springs,CA92262 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 6,010
Chicago Botanic Garden


1000 Lake Cook Road
Glencoe,IL60022 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 5,000
US Holocaust Memorial Museum


PO Box 1852
Highland Park,IL60035 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 55,000
Lincoln Park Zoological Society


2001 North Clark
Chicago,IL60614 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 194,562
Chicago Children's Museum


700 East Grand Avenue Suite 127
Chicago,IL60611 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Preservation Mirage


PO Box 3041
Rancho Mirage,CA92270 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 1,000
Ravinia Festival Association


418 Sheridan Road
Highland Park,IL60035 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 1,000
Rancho Mirage Writers Festival


71-100 Highway 111
Rancho Mirage,CA92270 		None PC Cultural & Civic-To aid in achieving the exempt purpose of the various donee organizations. 10,000
112 Education Foundation


445 Sheridan Road
Highwood,IL60040 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Chicago Public Education Fund


200 West Adams Suite 2150
Chicago,IL60606 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Chicago Public Library Foundation


200 W Madison 3rd Floor
Chicago,IL60606 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
CPS Student Science Fair


PO Box 803945
Chicago,IL60680 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Chicago Scholars


247 S State Street - Suite 700
Chicago,IL60604 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Communities In Schools of Chicago


815 West Van Buren Suite 300
Chicago,IL60607 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
ConTextos


2240 S Michigan Ave
Chicago,IL60616 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,500
Francis W Parker School


330 West Webster Avenue
Chicago,IL60614 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Horizons for Youth


703 West Monroe Street
Chicago,IL60661 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Immaculate Conception School


7263 Talcott Ave
Chicago,IL60631 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
LEARN Charter School Network


PO Box 08328
Chicago,IL60608 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 5,000
College Bound Opportunities


2033 N Milwaukee Ave
Riverwoods,IL60015 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 1,000
One Million Degrees


180 N Wabash 310
Chicago,IL60601 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Oxford Academy


1393 Boston Post Road
Westbrook,CT06498 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Pomona College


333 N College Way
Claremont,CA91711 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Posse Foundation


111 W Jackson Blvd Suite 1100
Chicago,IL60604 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 5,000
College of Charleston Foundation


66 George St
Charleston,SC29424 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Providence St Mel School


119 South Central Park Avenue
Chicago,IL60624 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Reading in Motion


332 S Michigan Ave
Chicago,IL60604 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Saint Ann's School


129 Pierrepont School
Brooklyn,NY11201 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Mark Day School-Saint Mark's School


39 Trellis Drive
San Rafael,CA94903 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 500
IIT College of Architecture


3360 S State Street
Chicago,IL60616 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 1,000
United Negro College Fund


1805 7th Street NW
Washington,DC20001 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Notre Dame College Prep


7655 W Dempster St
Niles,IL60714 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
University of Chicago Booth School


5807 S Woodlawn Ave
Chicago,IL60637 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 3,000
University of Chicago Laboratory Sc


1362 East 59th Street
Chicago,IL60637 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,500
Foundation for PSUSD-JASI


150 District Center Drive
Palm Springs,CA92264 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 1,000
Wolcott School


524 N Wolcott Ave
Chicago,IL60642 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Sonia Shankman School


6245 S Ingleside Ave
Chicago,IL60637 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
WTTW


5400 N St Louis Ave
Chicago,IL60625 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Academy for Global Citizenship


4647 West 47th Street
Chicago,IL60632 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 100,000
Tutoring Chicago


303 W Madison Suite 750
Chicago,IL60606 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Alice Lloyd College


100 Purpose Road
Pippa Passes,KY41844 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 1,000
American University Dept of Athleti


4400 Massachusetts Ave NW
Washington,DC20016 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
ChiArts


2714 W Augusta
Chicago,IL60622 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 7,500
Evans Scholars Foundation


2501 Patriot Boulevard
Glenview,IL60026 		None PC Education-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Al Otro Lado


511 E San Ysidro Blvd 333
San Ysidro,CA92173 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
The Ark


6450 N California Ave
Chicago,IL60645 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 1,000
Chicago Parks Foundation


541 N Fairbanks Court
Chicago,IL60611 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations.Donated 1 share of Berkshire Hathaway Inc. (BRK-A) stock @ average price of $543,138.50 per share on 12/22/2023Cash amount $956,861.50 1,500,000
FarmLink Project


PO Box 744772
Los Angeles,CA90074 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Hyde Park Kenwood Interfaith Counci


1448 E 52nd Street Box 117
Chicago,IL60615 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Lakeview Pantry-Nourishing Hope


1716 W Hubbard St
Chicago,IL60622 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 8,000
Loaves Fishes Community Services


1871 High Grove Lane
Naperville,IL60540 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 8,000
100 Club of Chicago


875 N Michigan Ave Suite 1351
Chicago,IL60611 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 200
Access Living of Metro Chicago


115 West Chicago Ave
Chicago,IL60654 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 3,000
American Red Cross of Greater Chica


2200 W Harrison St
Chicago,IL60612 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Anti-Defamation League


120 South LaSalle Suite 1150
Chicago,IL60603 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 20,000
Better Government Assoc


223 W Jackson Blvd Suite 300
Chicago,IL60606 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Backline Care Inc


PO Box 13511
Portland,OR97213 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 25,000
Chicago Cares


1200 W 35th St Unit 302
Chicago,IL60609 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Chicago Crime Commission


PO Box 8021
Chicago,IL60680 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Chicago Foundation for Women


140 S Dearborn Street Suite 400
Chicago,IL60603 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 1,000
Chicago Police Memorial Foundation


1407 W Washington Blvd
Chicago,IL60607 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Compassion Choices


101 SW Madison Street 8009
Portland,OR97207 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Baltimore Hunger Project


9596 Deereco Road
Timonium,MD21093 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Executive Services Corps of Chicago


207 E Ohio St 212
Chicago,IL60611 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Family Focus


5467 S University Avenue
Chicago,IL60615 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Fresh Air Fund


633 3rd Avenue 14th Floor
New York,NY10017 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Friends of the Israel Defense Force


60 East 42nd Street
New York,NY10165 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 54,000
Greater Chicago Food Depository


4100 W Ann Lurie Place
Chicago,IL60632 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Guide Dogs of the Desert


PO Box 1692
Palm Springs,CA92263 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Border Kindness


PO Box 2454
El Centro,CA92244 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Israel Tennis Centers Foundation In


165 E 56th Street Floor 2
New York,NY10022 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Desert Community Foundation


75-105 Merle Street Suite 300
Palm Desert,CA92211 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 27,000
Jewish United Fund of Metro Chicago


30 South Wells Street
Chicago,IL60606 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations.Donated 1 share of Berkshire Hathaway Inc. (BRK-A) stock @ average price of $543,138.50 per share on 12/22/2023Cash amount $176,861.50 720,000
Judd Goldman Adaptive Sailing Found


623 W Lake Street Suite 150
Chicago,IL60661 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 5,000
JUF Uptown Cafe


909 W Wilson Ave
Chicago,IL60640 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
North Suburban Legal Clinic


3500 Western Avenue Suite 2A
Highland Park,IL60035 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 1,000
LakefrontMercy Lakefront Housing


120 S LaSalle Street Suite 1850
Chicago,IL60603 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,500
Dare2tri Paratriathalon Club


516 N Ogden Ave 172
Chicago,IL60642 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Millennium Park Inc


201 East Randolph Street
Chicago,IL60601 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Mundelein Citizen Police AAA


221 North Lake Street
Mundelein,IL60060 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 7,500
New York Times Neediest Cases Fund


PO Box 5193
New York,NY10087 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Night Ministry


1735 N Ashland Ave Ste 2000
Chicago,IL60622 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 3,000
Dogs For Our Brave


6244 Clayton Ave
St Louis,MO63139 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Roaring Fork Conservancy


PO Box 3349
Basalt,CO81621 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 1,000
First Tee of Greater Chicago


3701 N Recreation Dr Ste 02
Chicago,IL60613 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Salvation Army


5040 N Pulaski Road
Chicago,IL60630 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Safe Passage Project Corporation


185 West Broadway
New York,NY10013 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Catholic Charities of Chicago


PO Box 7154
Carol Stream,IL60197 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Support Advocates for Women


3250 W Walnut St
Chicago,IL60624 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Teach for America


PO Box 411361
Boston,MA02241 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 100,000
World Central Kitchen


200 Massachusetts Ave NW
Washington,DC20001 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 4,000
YMCA of Metropolitan Chicago


1030 W Van Buren Street
Chicago,IL60607 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 3,000
Zacharias Sexual Abuse Center


4275 Old Grand Avenue
Gurnee,IL60031 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Feed Chicago Inc


1901 N Clybourn Suite 401
Chicago,IL60614 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 8,000
Women For Afghan Women Inc


PO Box 670999
Flushing,NY11367 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 1,000
Food Bank for New York City


39 Broadway 10th Floor
New York,NY10006 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 4,000
International Community Foundation


2505 N Avenue
National City,CA91950 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 15,000
Friendship Center


2711 W Lawrence Avenue
Chicago,IL60625 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 4,000
White Stork - United States Ltd


512 Chestnut St Unit 11
Winnetka,IL60093 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Highland Park Community Foundation


PO Box 398
Highland Park,IL60035 		None PC General Welfare-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Dystonia Medical Research Foundatio


1 East Wacker Drive 1730
Chicago,IL60601 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 1,000
Erikson Institute


451 North LaSalle
Chicago,IL60654 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Doctors Without Borders


PO Box 5030
Hagerstown,MD21741 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 8,000
Joslin Diabetes Center


One Joslin Place Suite 745
Boston,MA02215 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
La Rabida Children's Hosp Research


6501 S Promontory
Chicago,IL60649 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Les Turner ALS Foundation


5550 W Touhy Avenue Suite 302
Skokie,IL60077 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Juvenile Diabetes Research Foundati


PO Box 5018
Hagerstown,MD21741 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,500
Lynn Sage Cancer Research Foundatio


1500 N Halsted St Suite 200
Chicago,IL60642 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 25,000
Meharry


1005 Dr DB Todd Jr Blvd
Nashville,TN37208 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Memorial Sloan-Kettering Cancer Cen


PO Box 27106
New York,NY10087 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Menninger Foundation


12301 Main Street
Houston,TX77035 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Rolfe Pancreatic Cancer Foundation


4255 N Honore St Suite 209
Chicago,IL60613 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
MPN Foundation


PO Box 2690
Carol Stream,IL60132 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 4,000
National Kidney Fdn of Illinois Inc


215 West Illinois Street Suite 1C
Chicago,IL60654 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Lurie Children's Foundation


225 East Chicago Ave
Chicago,IL60611 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 100,000
Imerman Angels


2001 N Halsted St Suite 302
Chicago,IL60614 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 20,000
Northwestern Mem Hospital-Kovler Ce


251 East Huron Street
Chicago,IL60611 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 100,000
Ounce of Prevention FundStart Early


33 West Monroe Street Suite 2400
Chicago,IL60603 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Ovarian Cancer Research Foundation


PO Box 32141
New York,NY10087 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Amy Krouse Rosenthal Foundation


2906 Central Street Box 223
Evanston,IL60201 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
PCD Foundation


61 Lake Meadow Drive
Rochester,NY14612 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 200,000
Prostate Cancer Foundation


1250 Fourth Street
Santa Monica,CA90401 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 225,000
Shirley Ryan Ability Lab


355 E Erie St
Chicago,IL60611 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 40,000
Global Lyme Alliance


PO Box 81358
Woburn,MA01813 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Thresholds


4101 N Ravenswood Ave
Chicago,IL60613 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 1,000
St Jude Children's Research Hospita


501 St Jude Place
Memphis,TN38105 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 20,000
GBS-CIDP Foundation International


375 East Elm Street Ste 101
Conshohocken,PA19428 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 1,000
UCP Seguin of Greater Chicago


3100 South Central Ave
Cicero,IL60804 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
The University of Chicago


5841 S Maryland Avenue
Chicago,IL60637 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations.Donated 2 share of Berkshire Hathaway Inc. (BRK-A) stock @ average price of $1,086,277 per share on 12/22/2023Cash amount $1,000.00 1,087,277
Diabetes Research Institute Foundat


200 South Park Road Suite 100
Hollywood,FL33021 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 1,000
The UCLA Foundation


PO Box 7145
Pasadena,CA91109 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 1,000
Eisenhower Medical Center


39000 Bob Hope Drive
Rancho Mirage,CA92270 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Alzheimer's Association


225 N Michigan Ave Fl 17
Chicago,IL60601 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 10,000
American Brain Tumor Association


8550 W Bryn Mawr Ave Ste 550
Chicago,IL60631 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 3,000
Cancer Wellness Center


215 Revere Drive
Northbrook,IL60062 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Children's Oncology Services Inc


213 West Institute Place Suite 511
Chicago,IL60610 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Crohn's Colitis Fdn of America Inc


2200 E Devon Ave Suite 392
Des Plaines,IL60018 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Conquer Cancer the ASCO Fndtn


PO BOX 1925
Merrifield,VA22116 		None PC Medical-To aid in achieving the exempt purpose of the various donee organizations. 15,000
AFMDA


20 W 36th Street Suite 1100
New York,NY10018 		None PC Religious-To aid in achieving the exempt purpose of the various donee organizations. 70,000
Chabad at Tulane


7033 Freret Street
New Orleans,LA70118 		None PC Religious-To aid in achieving the exempt purpose of the various donee organizations. 5,000
Chicago Sinai Congregation


15 W Delaware Place
Chicago,IL60610 		None PC Religious-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Jewish Federation of the Desert


69710 Highway 111
Rancho Mirage,CA92270 		None PC Religious-To aid in achieving the exempt purpose of the various donee organizations. 10,000
Keshet


600 Academy Drive
Northbrook,IL60062 		None PC Religious-To aid in achieving the exempt purpose of the various donee organizations. 4,000
Precious Blood Center for Reconcili


PO Box 9379
Chicago,IL60609 		None PC Religious-To aid in achieving the exempt purpose of the various donee organizations. 2,000
Shalom Tikvah


8218 Pumpkin Hill Court
Baltimore,MD21208 		None PC Religious-To aid in achieving the exempt purpose of the various donee organizations. 12,500
Temple Sholom


3480 N Lake Shore Drive
Chicago,IL60657 		None PC Religious-To aid in achieving the exempt purpose of the various donee organizations. 8,650
Total .................................right arrow 3a 5,847,949
bApproved for future payment
Prostate Cancer Foundation

1250 Fourth Street
Santa Monica,CA90401 		None PC To aid in achieving the exempt purpose of the various donee organizations. 200,000
University of Chicago

5632 South Maryland Avenue
Chicago,IL60637 		None PC To aid in achieving the exempt purpose of the various donee organizations. 390,723
Friends of the Israel Defense Force

60 East 42nd Street
New York,NY10165 		None PC To aid in achieving the exempt purpose of the various donee organizations. 4,000
Total ................................. right arrow 3b 594,723
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 1,228,806  
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 ............ 		    18 810,385  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aAlterman Properties, LLC 		    14 892  
bCedar Street T Fund, LP     14 90,350  
cHonest Partners, LP     14 -10,535  
dJM10-FFF, LLC     14 -10,171  
eLone Cascade, LP     14 -116,721  
fLux Ventures Cayman III     14 -8,952  
gRome Capital Investors LP     14 -24,131  
hVolta Energy SFI LP     14 -20,035  
12 Subtotal. Add columns (b), (d), and (e) ..   1,939,888  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,939,888
(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.)
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: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
KOVLER FAMILY FOUNDATION
EIN:
36-6152744
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Deloitte Tax LLP 16,485 8,243 0 8,242

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

TY 2023 DepreciationSchedule
Name:
KOVLER FAMILY FOUNDATION
EIN:
36-6152744
Software ID:
23017517
Software Version:
2023v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Office Furniture-BKF DA 2017-04-03 34,875 28,647 SL 7.0000 4,982 3,438    
Office Equipment-TA-4/26 2019-04-26 5,361 2,809 SL 7.0000 766 529    
Computer Server-7/15 2019-07-15 12,506 8,754 SL 5.0000 2,501 1,726    
Computer Equipment-7/15 2019-07-15 6,118 4,284 SL 5.0000 1,224 845    
Computer Equipment-11/11 2020-11-11 1,137 492 SL 5.0000 227 156    
Computer Equipment-3/15 2022-03-15 1,430 238 SL 5.0000 286 196    

TY 2023 InvestmentsCorpStockSchedule
Name:
KOVLER FAMILY FOUNDATION
EIN:
36-6152744
Software ID:
23017517
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
AAPL 7000 shares 122,788 1,347,710
BHVN 1500 shares 9,735 64,200
BPFJTF4 68383 shares 1,229,107 3,172,971
BRK.A 75 shares 91,852 40,696,877
BRK.B 375 shares 108 133,748
BX 50000 shares 288,766 6,546,000
DIS 5000 shares   451,450
DXCM 20000 shares 268,918 2,481,800
EVLV 7164 shares 6,873 33,814
GOOG 5000 shares 78,705 704,650
GOOGL 5000 shares 78,863 698,450
GTBIFZ 570000 shares 3,407,776 6,435,300
JPM 2000 shares 173,640 340,200
KO 1000 shares 263 58,930
L 1650 shares 741 114,823
LLY 5000 shares 1,697,566 2,914,600
LYV 3000 shares 304,650 280,800
MCD 50000 shares 85,011 14,825,500
NKE 20000 shares 45,956 2,171,400
PJT 1250 shares 4,761 127,338
MTTR 7300 shares 2,560 19,637
PSTH.WS 5555 shares    
ROST 80000 shares 148,466 11,071,200
RSI 30000 shares 352,200 134,700
V 6000 shares 80,755 1,562,100
WBA 1000 shares 207 26,110
WMT 1000 shares 4,228 157,650

TY 2023 InvestmentsOtherSchedule2
Name:
KOVLER FAMILY FOUNDATION
EIN:
36-6152744
Software ID:
23017517
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Atlas Enhanced Fund, Ltd AT COST 439,735 944,186
Cedar Street Teton Fund, LP AT COST 2,457,695 2,473,091
Emerson Point Capital Overseas LP AT COST    
Eminence Capital Ltd AT COST 234,460 2,186,338
Glenview Offshore Opp. AT COST 250,000 344,033
Honest Partners, LP. AT COST 579,023 653,198
Lone Cascade, LP AT COST 7,840,200 8,301,120
Lone Cedar Ltd. AT COST 1,101,848 1,349,997
Long Pond Offshore Ltd. AT COST 958,868 1,846,742
Magnetar Capital Fund, Ltd AT COST    
Magnetar Capital Fnd-SP1&3 AT COST 201 2,143
Pershing Square Intl Ltd AT COST 277,105 984,180
PS VII International, LP AT COST 1,982,234 2,850,436
Rome Capital Investors, LP AT COST 509,812 670,932
Roystone Capital Offshore Fund Ltd. AT COST    
SGOF Liquidating Feeder Ltd AT COST    
ShoreBridge Point 72 Select Ltd AT COST 2,000,000 3,315,991
Skellig Offshore Ltd. AT COST 16,830 11,123
Thirteen Partners Concentrated, Ltd AT COST 1,000,000 1,256,646
Thirteen Partners Offshore, Ltd AT COST 500,000 1,101,202
Trian Partners, Ltd. AT COST 1,000,000 1,723,060
Alterman Properties AT COST 4,070 3,600
Dexter Fund-2021PN AT COST 4,117,068 3,597,702
JM10-FFF, LLC AT COST 322,924 287,490
Lux Ventures Cayman III, LP AT COST 187,758 233,093
Volta Energy Storage Fund I, LP AT COST 684,758 808,205
Artwork/Jewelry AT COST 26,226 26,226
Rounding AT COST 1  

TY 2023 LandEtcSchedule2
Name:
KOVLER FAMILY FOUNDATION
EIN:
36-6152744
Software ID:
23017517
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and Fixtures 41,300 38,268 3,032 3,032
Machinery and Equipment 24,809 21,624 3,185 3,185


TY 2023 LegalFeesSchedule
Name:
KOVLER FAMILY FOUNDATION
EIN:
36-6152744
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Honigman Milller Shcwartz Cohn LLP 7,754 1,939 0 5,815


TY 2023 OtherAssetsSchedule
Name:
KOVLER FAMILY FOUNDATION
EIN:
36-6152744
Software ID:
23017517
Software Version:
2023v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Due from Brokers 5,192 10,907 10,907
Due from Partnerships 204 35 35


TY 2023 OtherExpensesSchedule
Name:
KOVLER FAMILY FOUNDATION
EIN:
36-6152744
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank Charges 381 286   95
Computer Expense 15,076 9,046   6,030
Employee Welfare 25,440 17,171   8,269
Insurance 184,820 124,130   60,690
Investment Fees 73,086 73,086    
License & Fees 100 75   25
Office Expense 46,520 27,912   18,608
Outside Services 10,747 6,448   4,299
Passthru-Nondeductible Expense 14      
Telephone 13,558 6,100   7,458
Utilities 1,665 916   749


TY 2023 OtherIncomeSchedule2
Name:
KOVLER FAMILY FOUNDATION
EIN:
36-6152744
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Alterman Properties, LLC 892 892  
Cedar Street T Fund, LP 90,350 90,350  
Honest Partners, LP -10,535 -10,535  
JM10-FFF, LLC -10,171 -10,171  
Lone Cascade, LP -116,721 -116,721  
Lux Ventures Cayman III -8,952 -8,952  
Rome Capital Investors LP -24,131 -24,131  
Volta Energy SFI LP -20,035 -20,035  


TY 2023 OtherIncreasesSchedule
Name:
KOVLER FAMILY FOUNDATION
EIN:
36-6152744
Software ID:
23017517
Software Version:
2023v5.1
Description Amount
Disbursement to Charity 4 shs-BRKA (Unrealized Apprec) 2,170,832


TY 2023 TaxesSchedule
Name:
KOVLER FAMILY FOUNDATION
EIN:
36-6152744
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF 16,431      
Payroll Taxes 35,812 24,172   11,640