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
KAHR FOUNDATION-IMA
 
Number and street (or P.O. box number if mail is not delivered to street address)4305 TRILLIUM WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNETRISTA, MN553647708
A Employer identification number

43-2093439
B Telephone number (see instructions)

(888) 730-4933
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$49,368,709J 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) 3,935,456
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,549,465 1,511,020  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 587,967
b Gross sales price for all assets on line 6a 12,537,550
7 Capital gain net income (from Part IV, line 2)... 587,967
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
16,044 16,044  
12 Total. Add lines 1 through 11........ 6,088,932 2,115,031  
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)......... Click to see attachment
List of Attached Documents:
// Content
14,059 0   14,059
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,800 3,400   3,400
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
184,723 184,723   0
17 Interest............... 1,532 1,532   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
22,635 21,551   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,438 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
479 210   269
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 231,666 211,416   17,728
25 Contributions, gifts, grants paid....... 10,847,405 10,847,405
26 Total expenses and disbursements. Add lines 24 and 25 11,079,071 211,416   10,865,133
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,990,139
b Net investment income (if negative, enter -0-) 1,903,615
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............. 1,878,406 332,619 332,619
2 Savings and temporary cash investments......... 1,656,702 770,908 770,908
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) 1,850,762 Click to see attachment
List of Attached Documents:
// Content
1,808,954 		1,807,619
b Investments—corporate stock (attach schedule)....... 18,644,246 Click to see attachment
List of Attached Documents:
// Content
18,595,062 		26,692,212
c Investments—corporate bonds (attach schedule)....... 2,042,119 Click to see attachment
List of Attached Documents:
// Content
2,465,519 		2,535,764
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).......... 13,696,727 Click to see attachment
List of Attached Documents:
// Content
16,556,000 		17,229,587
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) 39,768,962 40,529,062 49,368,709
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 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...........    
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........ 39,768,962 40,529,062
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)..... 39,768,962 40,529,062
30 Total liabilities and net assets/fund balances (see instructions). 39,768,962 40,529,062
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
39,768,962
2
Enter amount from Part I, line 27a .....................
2
-4,990,139
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,231,298
4
Add lines 1, 2, and 3 ..........................
4
43,010,121
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,481,059
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
40,529,062
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 P    
b INVESTMENT PARTNERSHIPS P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12,520,051   11,927,149 592,902
b     22,434 -22,434
c 17,499     17,499
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       592,902
b       -22,434
c       17,499
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 587,967
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 26,460
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 26,460
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 26,460
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 51,076
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 51,076
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 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 24,616
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow24,616 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
 
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 arrowMN
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 arrowWELLS FARGO BANK N A TRUST TAX DEP Telephone no.right arrow (888) 730-4933

Located atright arrowPO BOX 53456 MAC S3908-021PHOENIXAZ ZIP+4right arrow85072
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)
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)
Yes
 
(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
Yes
 
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
JEANNINE RIVET PRESIDENT
1.00 		0 0 0
4305 TRILLIUM WAY
MINNESTRISTA,MN55364
WARREN G HERREID II VP & TREASURER
1.00 		0 0 0
4305 TRILLIUM WAY
MINNESTRISTA,MN55364
KERRI BAWEK SECRETARY
1.00 		0 0 0
4305 TRILLIUM WAY
MINNESTRISTA,MN55364
ERIK KOLZ DIRECTOR
1.00 		0 0 0
4305 TRILLIUM WAY
MINNESTRISTA,MN55364
NIKKI HERREID NESS DIRECTOR
1.00 		0 0 0
4305 TRILLIUM WAY
MINNESTRISTA,MN55364
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
WELLS FARGO BANK NA AGENT/INVESTMENT MANAGEMENT 184,723
PO BOX 63954 MAC A0348-012
SAN FRANCISCO,CA94163
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  
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
81,405,528
b
Average of monthly cash balances.......................
1b
1,817,167
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
83,222,695
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
83,222,695
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,248,340
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
81,974,355
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,098,718
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
4,098,718
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
26,460
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,460
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,072,258
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,072,258
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
4,072,258
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
10,865,133
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
10,865,133
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 4,072,258
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...... 3,636,911
b From 2019...... 4,162,523
c From 2020...... 2,594,293
d From 2021...... 6,160,189
e From 2022...... 5,764,122
f Total of lines 3a through e ........ 22,318,038
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 10,865,133
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)........ 		0
d Applied to 2023 distributable amount..... 4,072,258
e Remaining amount distributed out of corpus 6,792,875
5 Excess distributions carryover applied to 2023. 0 0
(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 29,110,913
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) ... 		3,636,911
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		25,474,002
10 Analysis of line 9:
a Excess from 2019.... 4,162,523
b Excess from 2020.... 2,594,293
c Excess from 2021.... 6,160,189
d Excess from 2022.... 5,764,122
e Excess from 2023.... 6,792,875
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).)
JEANNINE RIVET
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (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

985 KTIS RADIO

3003 SNELLING AVENUE N
ST PAUL,MN55113 		N/A PC FALL 2023 FUNDRAISER 25,000

ACCESSABILITY INC

360 HOOVER ST NE
MINNEAPOLIS,MN55413 		N/A PC PROJECT CONNECT, GENERAL SUPPORT 42,591

AMERICAN HEART ASSOCIATION

2750 BLUE WATER RD SUITE 250
EAGAN,MN55121 		N/A PC MINNESOTA GO RED FOR WOMEN 10,000

ANIMAL HUMANE SOCIETY

845 MEADOW LANE NORTH
GOLDEN VALLEY,MN55422 		N/A PC VETERINARY/MEDICAL CENTER, RAPID RESPONSE DISASTER FUND (RESCUE OF 56 ANIMALS) 533,864

ASSOCIATION OF SMALL FOUNDATIONS

1720 N ST NW
WASHINGTON,DC20036 		N/A PC GENERAL SUPPORT 2,500

BANYAN COMMUNITY

2529 13TH AVE SOUTH
MINNEAPOLIS,MN55404 		N/A PC GENERAL SUPPORT, PURCHASE OF 2 PASSENGER VANS 162,878

BESTPREP MN BUSINESS VENTURE & TECHNOLOGY WORKSHOP

7100 NORTHLAND CIRCLE N 120
BROOKLYN PARK,MN55428 		N/A PC MN BUSINESS VENTURE, TECHNOLOGY INTEGRATION WORKSHOP, ADDITIONAL PROGRAMMING 60,000

BETHANY GLOBAL UNIVERSITY

6820 AUTO CLUB RD
BLOOMINGTON,MN55438 		N/A PC MID-WIFERY PROGRAM, SCHOLARSHIPS 203,857

CAN DO CANINES

9440 SCIENCE CENTER DR
NEW HOPE,MN55428 		N/A PC TRAINING AND PLACEMENT OF ONE ASSISTANCE DOG, FETCHING BALL GENERAL DONATION 55,000

CARINGBRIDGE

3600 AMERICAN BOULEVARD WEST
BLOOMINGTON,MN55431 		N/A PC GENERAL SUPPORT 130,000

CORE FOUNDATION

PO BOX 3631
RESTON,VA20195 		N/A PC SCHOLARSHIPS 101,639

CRADLE OF HOPE

1970 OAKCREST AVENUE SUITE 104
ROSEVILLE,MN55113 		N/A PC GENERAL SUPPORT 1,000

CROWN COLLEGE

8700 COLLEGE VIEW DR
ST BONIFACIUS,MN55375 		N/A PC PURCHASE OF 4 ANATOMOGE TABLES FOR LAB 404,000

FAMILY LEADER FOUNDATION

PO BOX 42245
URBANDALE,IA50323 		N/A PC THE DANIEL IMPACT 508,864

FAMILY POLICY FOUNDATION

8675 EXPLORER DR STE 112
COLORADO SPRINGS,CO80920 		N/A PC STATESMEN ACADEMY AND EDUCATIONAL EXPANSION PROGRAMS 100,000

FRASER

2400 WEST 64TH STREET
MINNEAPOLIS,MN55423 		N/A PC CAREER PLANNING, GENERAL SUPPORT 105,000

GIRL SCOUTS RIVER VALLEY

400 ROBERT ST S
ST PAUL,MN55107 		N/A PC POWER GIRLS AND GSLE 65,000

HAITI TEEN CHALLENGE

740 E 24TH ST
MINNEAPOLIS,MN55404 		N/A PC GENERAL SUPPORT 5,000

HELPING PAWS OF MINNESOTA INC

630 12TH AVE S
HOPKINS,MN55343 		N/A PC GENERAL SUPPORT 31,000

HERITAGE MUSEUMS & GARDENS

67 GROVE STREET
SANDWICH,MA02563 		N/A PC GENERAL SUPPORT 25,000

HILLSDALE COLLEGE

33 E COLLEGE ST
HILLSDALE,MI49242 		N/A PC ACTION SHOOTING TEAM ENDOWMENT, CENTER FOR MILITARY HISTORY AND GRAND STRATEGY 200,000

HOPE ACADEMY

2300 CHICAGO AVE
MINNEAPOLIS,MN55404 		N/A PC NEW PATHWAY AND INNOVATION CENTER WITH FOCUS ON HOPEMED AND HOPETECH, NEW HOME CONSTRUCTION WORKSHOP 925,000

HOPE CHEST FOR BREAST CANCER

3850 SHORELINE DR S
ORONO,MN55391 		N/A PC GENERAL SUPPORT 726

HOPE HARBOR

PO BOX 26
MARSHALL,MN56258 		N/A PC RESEARCH PROJECT FOR PROGRAM / MISSION EVALUATION 50,000

HUMOR TO FIGHT THE TUMOR

16404 EAGLE RIDGE DR
MINNETONKA,MN55345 		N/A PC GENERAL SUPPORT 5,000

IRONWOOD SPRINGS CHRISTIAN RANCH

7291 COUNTY ROAD 6 SW
STEWARTVILLE,MN55976 		N/A PC GENERAL SUPPORT 5,000

JUSTIN KUKOWSKI FOUNDATION

1776 STIEGER LAKE LN APT 103
VICTORIA,MN55386 		N/A PC SUPPORT FOR FAMILIES BATTLING CANCER 10,000

LIVING WELL DISABILITY SERVICES

1168 NORTHLAND DR
MENDOTA HTS,MN55120 		N/A PC GENERAL SUPPORT, RECRUITMENT AND DEVELOPMENT PROGRAM 40,000

LUVERNE INITIATIVES FOR TOMORROW (LIFT)

213 EAST LUVERNE STREET
LUVERNE,MN56156 		N/A PC GENERAL SUPPORT 10,000

MAJESTIC HILLS RANCH

24580 DAKOTA AVE
LAKEVILLE,MN55044 		N/A PC GENERAL OPERATIONS 10,000

MINNESOTA ADULT & TEEN CHALLENGE

1619 PORTLAND AVE S
MINNEAPOLIS,MN55404 		N/A PC AFFORDABLE HOUSING, VO-TECH FUND, GENERAL SUPPORT 610,116

MINNESOTA ARBORETUM

3675 ARBORETUM DR
CHASKA,MN55318 		N/A PC PACE PROJECT, TASTE AND TOAST 360,093

MINNESOTA HISTORY THEATRE

30 10TH ST E
ST PAUL,MN55101 		N/A PC GENERAL SUPPORT 30,000

MINNESOTA ZOO FOUNDATION

13000 ZOO BOULEVARD
APPLE VALLEY,MN55124 		N/A PC GENERAL SUPPORT 25,000

MINNESOTA ZOO

13000 ZOO BLVD
APPLE VALLEY,MN55124 		N/A PC TREETOP TRAIL, GENERAL SUPPORT 1,119,398

MN FAMILY INSTITUTE

2855 ANTHONY LN S STE 150
MINNEAPOLIS,MN55418 		N/A PC HIRING OF AN ATTORNEY FOR TRUE NORTH LEGAL 153,022

NORMAN ROCKWELL MUSEUM

PO BOX 308
STOCKBRIDGE,MA01262 		N/A PC VIRTUAL FIELD TRIP / VIRTUAL EXHIBITION PROGRAM 270,000

NORTHSIDE ACHIEVEMENT ZONE

2123 W BROADWAY AVE STE 100
MINNEAPOLIS,MN55411 		N/A PC GENERAL SUPPORT 10,000

NORWAY HOUSE

913 EAST FRANKLIN AVENUE
MINNEAPOLIS,MN55404 		N/A PC GENERAL SUPPORT 25,000

OUR MILITARY KIDS

2911 HUNTER MILL ROAD SUITE 203
OAKTON,VA22124 		N/A PC GENERAL SUPPORT 20,000

PARK NICOLLET FOUNDATION

6500 EXCELSIOR BLVD
ST LOUIS PARK,MN55426 		N/A PC NURSE NAVIGATION AND NOW PROGRAM 30,000

PRAGER UNIVERSITY

15021 VENTURA BLVD 552
SHERMAN OAKS,CA91403 		N/A PC GENERAL OPERATING SUPPORT 203,857

PROTECTOR'S PEAK

22280 IMAN ST NW
NOWTHEN,MN55330 		N/A PC SHILOH RANCH LAND PURCHASE 25,000

PULSE

600 S 9TH ST
MINNEAPOLIS,MN55404 		N/A PC PULSE 100 TRAINING PROGRAM, PULSE HOUSING & TRAINING CENTER 352,188

RAICES SAGRADAS COMMUNITY MENTAL HEALTH

3817 PLEASANT AVE
ST PAUL,MN55409 		N/A PC GENERAL OPERATIONS 10,000

REAGAN INTERNATIONAL IMPACT PROJECT

4220 GAYLE DRIVE
TARZANA,CA91356 		N/A NC VETERANS HONORS TRIP FOR 80TH ANNIVERSARY 80,000

RELATE COUNSELING CENTER

5125 COUNTY RD 101 STE 300
MINNETONKA,MN55345 		N/A PC GENERAL OPERATIONS 5,000

ROCK COUNTY

PO BOX 509
LUVERNE,MN56156 		N/A GOV WATER LEAK REPAIR 550,000

ROCK RANCH

355 40TH AVE
HILLS,MN56138 		N/A PC ENDOWMENT CAMPAIGN 203,277

SAMARITANS PURSE

PO BOX 3000
BOONE,NC28607 		N/A PC RAPID RESPONSE DISASTER FUNDS 20,000

SCIENCE MUSEUM OF MINNESOTA

120 WEST KELLOGG BOULEVARD
ST PAUL,MN55102 		N/A PC EDUCATIONAL PROGRAMS SPECIFIC TO ROCK COUNTY 75,000

SECONDHAND HOUNDS

5959 BAKER RD STE 390
MINNETONKA,MN55345 		N/A PC GENERAL SUPPORT 10,000

SOUTHSIDE COMMUNITY HEALTH SERVICES

4243 4TH AVE S
MINNEAPOLIS,MN55409 		N/A PC NEW FACILITY CONSTRUCTION 25,000

SOUTHWEST CHRISTIAN HIGH SCHOOL

1981 BAVARIA RD
CHASKA,MN55318 		N/A PC ATHLETIC FACILITIES EXPANSION 1,007,655

ST CATHERINE UNIVERSITY

2004 RANDOLPH AVE
ST PAUL,MN55105 		N/A PC SCHOLARSHIPS 102,188

TAKE CHARGE MINNESOTA

706 2ND AVE S STE 900
MINNEAPOLIS,MN55402 		N/A PC GENERAL SUPPORT, EXPANSION 175,000

THE ARC MINNESOTA

641 FAIRVIEW AVENUE N
ST PAUL,MN55104 		N/A PC GENERAL SUPPORT 10,000

THE DWELLING PLACE

940 44TH AVENUE NORTHEAST UNIT
21307
COLUMBIA HEIGHTS,MN55421 		N/A PC GENERAL SUPPORT 3,000

THE FRONT LINE FOUNDATION

6422 W LAKE STREET
ST LOUIS PARK,MN55426 		N/A PC EQUIPMENT AND SCHOLARSHIPS, RYAN SHEAK BENEFIT 60,000

THE NATIONAL WWII MUSEUM

945 MAGAZINE STREET
NEW ORLEANS,LA70130 		N/A PC DIGITAL INFRASTRUCTURE TRANSFORMATION, THE CENTER FOR ARCHIVAL RESEARCH AND DIGITIZATION 1,000,000

THE SALVATION ARMY MINNESOTA

2445 PRIOR AVE N
ROSEVILLE,MN55113 		N/A PC GENERAL SUPPORT 5,000

TREEHOUSE YOUTH OUTREACH

5666 LINCOLN DRIVE SUITE 201
MINNEAPOLIS,MN55436 		N/A PC TREEHOUSE NEXT PROGRAM 50,000

TRUE FRIENDS

10509 108TH ST NW
ANNANDALE,MN55302 		N/A PC GENERAL SUPPORT 5,000

TURNING POINT USA

4940 E BEVERLY RD
CROWN POINT,IN85044 		N/A PC HIGH SCHOOL NATIONAL FIELD PROGRAM AND CAMPUS VICTORY PROJECT 75,000

TWIN CITIES RISE

1301 BRYANT AVENUE NORTH
MINNEAPOLIS,MN55411 		N/A PC GENERAL SUPPORT 10,000

UNITED HEALTH CARE CHILDREN'S FOUNDATION

PO BOX 41
MINNEAPOLIS,MN55440 		N/A PC GENERAL SUPPORT 25,000

WAY TO GROW

125 WEST BROADWAY AVENUE SUITE 110
MINNEAPOLIS,MN55411 		N/A PC EDUCATION PROGRAMS 25,000

YOUTH FRONTIERS

5215 EDINA INDUSTRIAL BLVD SUITE
400
MINNEAPOLIS,MN55439 		N/A PC MISSION SUPPORT, CHARACTER ACADEMY AND GEOMETRY OF A LEADER PROGRAMS 254,692
Total .................................right arrow 3a 10,847,405
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 1,549,465  
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 .....     18 16,044  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 587,967  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,153,476 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,153,476
(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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
KAHR FOUNDATION-IMA
 
Employer identification number

43-2093439
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
KAHR FOUNDATION-IMA
  		Employer identification number
43-2093439
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JEANNINE RIVET
 
4305 TRILLIUM WAY
 
MINNETRISTA, MN55364

$ 3,935,456


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
KAHR FOUNDATION-IMA
  		Employer identification number

43-2093439
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 401 SHARES ALNYLAM PHARMACEUTICALS $ 79,783 2023-08-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 14,641 SHARES HALLIBURTON $ 568,071 2023-08-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5,383 SHARES MORGAN STANLEY $ 458,712 2023-08-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,215 SHARES UNITEDHEALTH GROUP $ 1,074,397 2023-08-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
KAHR FOUNDATION-IMA
  		Employer identification number

43-2093439
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,800 3,400   3,400

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

TY 2023 ExpenditureResponsibilityStmt
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
REAGAN INTERNATIONAL IMPACT PROJECT
  		4220 GAYLE DRIVE
TARZANA,CA91356 		2023-11-09 80,000 THE ORGANIZATON GRANTED $80,000 TO A NON EXEMPT ENTITY, REAGAN INTERNATIONAL IMPACT PROJECT. IN 2023 TO ASSIST IN FUNDING A 80TH ANNIVERSARY VETERANS HONORS TRIP FOR VETERANS OF WWII. THESE INDIVIDUALS ARE AMERICAN HEROES WHO ARE AGES 96-102 YEARS OLD. UPON RECEIPT OF THE FUNDS TO THE PROJECT, THE ORGANIZATION DID PASS THROUGH $50,000 TO A 501(C)(3) ORGANIZATION, FOREVERYOUNG VETERANS, FOR THE HANDLING OF THE TRIP WHICH OCCURED IN 2024. ANOTHER DISTRIBUTION OF $30,000 WAS MADE TO ANOTHER 501(C)(3) IN 2024 AND WILL BE REFLECTED ON THE 990-PF FOR 2024. KAHR FOUNDATION HAS A HISTORY OF SUPPORTING BOTH EDUCATIONAL, HISTORICAL AND VETERAN RELATED EFFORTS AND THIS GRANTING WAS WITHIN THEIR MISSION. 50,000 NO 03/05/24 2024-03-05 THE ORGANIZATION WAS IN CLOSE COMMUNICATION WITH ALL INVOLVED PARTIES AND ENSURED THE FUNDS ARE UTILIZED FOR THIS SPECIFIC TRIP.

TY 2023 GeneralExplanationAttachment
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Identifier Return Reference Explanation
STOCK DONATION FORM 990PF, PART XV ANIMAL HUMANE SOCIETYSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 981DONOR BASIS: $30,970FAIR MARKET VALUE: $508,864BANYAN COMMUNITYSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 314DONOR BASIS: $9,913FAIR MARKET VALUE: $162,878BETHANY GLOBAL UNIVERSITYSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 393DONOR BASIS: $12,407FAIR MARKET VALUE: $203,857CARINGBRIDGESTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 08/18/2023NUMBER OF UNITS: 248DONOR BASIS: $7,829FAIR MARKET VALUE: $123,310CORE FOUNDATIONSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 11/8/2023NUMBER OF UNITS: 189DONOR BASIS: $5,967FAIR MARKET VALUE: $101,639CROWN COLLEGESTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 08/18/2023NUMBER OF UNITS: 805DONOR BASIS: $25,414FAIR MARKET VALUE: $400,262FAMILY POLICYSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 08/18/2023NUMBER OF UNITS: 200DONOR BASIS: $6,314FAIR MARKET VALUE: $99,444HILLSDALE COLLEGESTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 01/30/2023NUMBER OF UNITS: 408DONOR BASIS: $12,881FAIR MARKET VALUE: $199,932HOPE ACADEMY STOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 01/30/2023NUMBER OF UNITS: 1,019DONOR BASIS: $32,170FAIR MARKET VALUE: $499,341HOPE ACADEMY STOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 01/30/2023NUMBER OF UNITS: 255DONOR BASIS: $8,050FAIR MARKET VALUE: $124,958HOPE ACADEMY STOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 08/18/2023NUMBER OF UNITS: 597DONOR BASIS: $18,847FAIR MARKET VALUE: $296,840MINNESOTA FAMILY INSTITUTESTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 295DONOR BASIS: $9,313FAIR MARKET VALUE: $153,022MINNESOTA LANDSCAPE ARBORETUMSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 646DONOR BASIS: $20,394FAIR MARKET VALUE: $335,093MINNESOTA ZOOSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 1,961DONOR BASIS: $61,909FAIR MARKET VALUE: $1,017,210MINNESOTA ZOOSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 197DONOR BASIS: $6,219FAIR MARKET VALUE: $102,188MNATCSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 1,128DONOR BASIS: $35,611FAIR MARKET VALUE: $585,116NORMAN ROCKWELL MUSEUM STOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 08/18/2023NUMBER OF UNITS: 498DONOR BASIS: $15,722FAIR MARKET VALUE: $247,615PULSESTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 197DONOR BASIS: $6,219FAIR MARKET VALUE: $102,188PULSESTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 01/30/2023NUMBER OF UNITS: 510DONOR BASIS: $16,101FAIR MARKET VALUE: $249,915PRAGER UNIVERSITYSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 393DONOR BASIS: $12,407FAIR MARKET VALUE: $203,857ROCK RANCHSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 11/8/2023NUMBER OF UNITS: 378DONOR BASIS: $11,933FAIR MARKET VALUE: $203,277SOUTHWEST CHRISTIAN HIGH SCHOOLSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 11/8/2023NUMBER OF UNITS: 944DONOR BASIS: $29,802FAIR MARKET VALUE: $507,655ST. CATHERINE UNIVERSITYSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 197DONOR BASIS: $6,219FAIR MARKET VALUE: $102,188TAKECHARGESTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 01/30/2023NUMBER OF UNITS: 306DONOR BASIS: $9,660FAIR MARKET VALUE: $149,949THE FAMILY LEADERSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 981DONOR BASIS: $30,970FAIR MARKET VALUE: $508,864THE NATIONAL WWII MUSEUMSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 01/30/2023NUMBER OF UNITS: 2,037DONOR BASIS: $64,308FAIR MARKET VALUE: $998,191YOUTH FRONTIERSSTOCK: UNITEDHEALTH GROUP INC. (UNH)DATE OF DONATION: 04/11/2023NUMBER OF UNITS: 491DONOR BASIS: $15,501FAIR MARKET VALUE: $254,692

TY 2023 InvestmentsCorpBondsSchedule
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Name of Bond End of Year Book Value End of Year Fair Market Value
AUTOZONE INC 4.750% 8/01/32 48,319 49,499
TCW EMRG MRKTS INC-PLAN #5721 915,000 964,581
ABBVIE INC 3.600% 5/14/25 48,488 49,095
AMERICAN ELECTRIC PO 5.750% 11/01/27 50,905 51,704
AMGEN INC 5.150% 3/02/28 64,386 66,544
ANHEUSER-BUSCH INBEV 4.750% 1/23/29 51,520 50,777
APPLE INC 1.650% 2/08/31 42,216 42,153
AT&T INC 4.300% 2/15/30 70,662 73,441
BANK OF AMERICA CORP 4.125% 1/22/24 99,230 99,918
VR TRUIST FINANCIAL 5.900% 10/28/26 100,961 100,822
CVS HEALTH CORP 3.875% 7/20/25 48,913 49,135
COMCAST CORP 4.150% 10/15/28 72,119 73,955
WILLIAMS COMPANIES 4.550% 6/24/24 49,430 49,723
VR CITIGROUP INC 3.785% 3/17/33 44,970 44,968
VERIZON COMMUNICATIO 4.016% 12/03/29 46,849 48,344
TARGET CORP 4.500% 9/15/32 72,452 75,749
MORGAN STANLEY 4.350% 9/08/26 72,838 73,603
VR JPMORGAN CHASE & 4.080% 4/26/26 97,164 98,373
LOWE'S COS INC 4.800% 4/01/26 39,444 40,026
LOCKHEED MARTIN CORP 5.100% 11/15/27 102,031 103,214
HONEYWELL INTERNATIO 5.000% 2/15/33 78,352 78,457
HOME DEPOT INC 4.500% 9/15/32 75,327 76,515
DUKE ENERGY CORP 3.750% 4/15/24 98,618 99,452
MCDONALD'S CORP 4.600% 9/09/32 75,325 75,716

TY 2023 InvestmentsCorpStockSchedule
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Name of Stock End of Year Book Value End of Year Fair Market Value
MICROSOFT CORP 87,391 462,529
MICROSOFT CORP 40,573 444,479
META PLATFORMS INC 86,846 207,775
META PLATFORMS INC 129,721 180,520
MERCK & CO INC NEW 56,611 108,039
MCDONALDS CORP 59,206 63,750
MANULIFE FINANCIAL CORP 66,689 107,981
MOELIS & CO 80,040 157,332
401 SHARES OF ALNYLAM 35,926 35,926
MORGAN STANLEY 31,097 64,063
M & T BANK CORPORATION COM 156,032 148,732
NETFLIX INC 24,307 74,980
NEWMARKET CORP 116,583 164,295
NORWEGIAN CRUISE LINE HOLDING 43,190 36,653
NVIDIA CORP 56,108 241,667
OKTA INC 108,735 59,569
OLD DOMINION FREIGHT LINES INC 83,119 209,556
MONDELEZ INTERNATIONAL INC 46,681 79,166
LULULEMON ATHLETICA INC 40,998 96,123
HASBRO INC 157,334 96,350
LAMB WESTON HOLDINGS INC 107,947 198,669
ELI LILLY & CO COM 26,481 108,423
ENTEGRIS INC 126,015 267,678
ESTEE LAUDER COMPANIES INC 48,262 48,847
FIDELITY NATL INFORMATION SVCS INC 146,360 161,408
FLEETCOR TECHNOLOGIES INC 81,416 94,957
FORTUNE BRANDS INNOVATIONS INC 48,393 69,059
GARMIN LTD 70,316 90,621
LENNOX INTERNATIONAL INC 76,930 158,422
GXO LOGISTICS INC 33,863 53,270
HOME DEPOT INC 68,665 78,667
INTERCONTINENTAL EXCHANGE, INC 40,738 77,186
INTERPUBLIC GROUP COS INC 32,652 54,868
INTUITIVE SURGICAL INC 57,512 81,641
JPMORGAN CHASE & CO 57,969 163,976
KEYSIGHT TECHNOLOGIES INC 163,506 163,545
LAM RESEARCH CORP COM 38,878 129,238
OTIS WORLDWIDE CORP 133,789 184,577
PALO ALTO NETWORKS INC 20,901 137,119
SKYWORKS SOLUTIONS INC 164,537 186,392
POOL CORPORATION 27,608 59,807
TWILIO INC 100,255 39,301
ULTA BEAUTY, INC 41,446 88,688
UNIFIRST CORP MASS 145,337 128,037
UNILEVER PLC - ADR 54,267 52,019
UNION PACIFIC CORP 10,326 65,826
UNITED PARCEL SERVICE-CL B 63,952 90,250
VANGUARD FTSE DEVELOPED ETF 4,113,996 4,944,477
TRIMBLE INC 49,904 52,881
VANGUARD FTSE EMERGING MARKETS ETF 1,501,783 1,854,843
VERTEX PHARMACEUTICALS INC COM 35,146 85,447
VISA INC-CLASS A SHRS 78,750 111,690
VISA INC-CLASS A SHRS 69,446 160,636
VULCAN MATERIALS COMPANY 134,579 236,090
WASTE MANAGEMENT INC 35,134 68,953
WATERS CORP 118,426 142,557
XPO INC 21,908 66,306
VERALTO CORP 3,810 8,144
PERRIGO CO PLC 108,946 70,796
TRANSDIGM GROUP INC 16,593 72,835
TRACTOR SUPPLY CO COM 19,521 75,045
POOL CORPORATION 162,129 196,963
POST HOLDINGS INC 116,650 150,935
REGIONS FINL CORP NEW 78,632 82,888
RTX CORP 115,290 116,870
S&P GLOBAL INC 37,256 92,069
SALESFORCE INC 48,190 131,307
SERVICENOW INC 56,098 113,745
TRADE DESK INC/THE 64,954 68,218
ELI LILLY & CO COM 24,636 192,364
STERIS PLC 140,385 182,256
SUNCOR ENERGY INC NEW F 90,882 124,988
TARGET CORP 32,644 55,544
TE CONNECTIVITY LTD 66,393 93,432
THERMO FISHER SCIENTIFIC INC 22,251 65,818
TORONTO DOMINION BK ONT COM NEW 76,917 92,277
TOTALENERGIES SE -SPON ADR 91,945 140,555
STARBUCKS CORP COM 62,369 60,582
ECOLAB INC 43,479 58,712
ELECTRONIC ARTS INC 64,611 90,021
DOLLAR TREE INC 105,678 174,721
BELLRING BRANDS INC 54,261 120,394
ARMSTRONG WORLD INDUSTRIES INC 167,022 180,319
ARISTA NETWORKS INC 21,914 97,972
APTARGROUP INC COM 137,354 125,969
APPLE INC 124,102 518,291
APPLE INC 53,596 462,842
AMPHENOL CORP CL A 62,141 144,928
AMAZON COM INC COM 138,064 323,936
ALPHABET INC CL C 172,414 386,571
ALPHABET INC CL C 96,552 336,118
ALLISON TRANSMISSION HOLDINGS 92,887 136,652
BLACKROCK INC 36,165 91,733
ALIGN TECHNOLOGY INC 52,990 57,266
AERCAP HOLDINGS NV 168,913 234,777
ADVANCED MICRO DEVICES INC 49,391 86,530
ADOBE INC 59,696 67,416
ACCENTURE PLC 27,761 63,866
ABBVIE INC 85,896 110,649
74,015 SHARES OF UNITED HEALTH GROUP, INC. 2,665,161 2,665,161
EATON CORP PLC 76,815 150,753
2,025 SHARES OF INTUITIVE SURGICAL INC 250,717 250,717
2,000 SHARES OF FASTLY INC CL A 167,348 167,348
770 SHARES OF FIRST TRUST TECHNLGY ETF 69,138 69,138
100 SHARES OF PARKER-HANNIFIN CORP 21,077 21,077
AGCO CORP COM 77,716 67,504
BLACKSTONE INC 67,027 130,004
BALL CORP 128,846 99,797
BOOKING HOLDINGS INC 58,331 117,058
6,680 SHARES OF ARK ETF 499,446 499,446
DIAGEO PLC - ADR 61,982 73,558
DEXCOM INC 49,558 124,214
DANAHER CORP 28,867 68,708
COSTCO WHOLESALE CORP 55,501 77,229
COPART INC COM 79,311 190,218
CONSTELLATION BRANDS INC 36,667 49,559
COGNIZANT TECH SOLUTIONS CRP COM 64,734 82,781
CITIGROUP INC. 103,964 105,298
BOEING CO 82,150 123,292
CINCINNATI FINANCIAL CORP 75,279 103,874
CHURCHILL DOWNS INC 126,667 158,408
CHIPOTLE MEXICAN GRILL INC 35,411 89,191
CISCO SYSTEMS INC 49,385 101,646
CENTENE CORP DEL 34,072 60,259
BOOKING HOLDINGS INC 31,477 63,850
CHEWY INC 49,583 14,627
BROADCOM INC 55,110 218,785
BROADCOM INC 40,727 212,087
BROWN FORMAN CORP CL B 85,094 76,457
BOSTON SCIENTIFIC CORP COM 41,964 81,050
CANADIAN PACIFIC KANSAS CITY L 30,009 53,761
CARMAX INC 122,214 112,271
CBRE GROUP INC 139,761 151,457
CELANESE CORP 81,597 146,359
CADENCE DESIGN SYSTEMS INC 46,398 62,100

TY 2023 InvestmentsGovtObligationsSch
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
US Government Securities - End of Year Book Value:

1,808,954
US Government Securities - End of Year Fair Market Value:

1,807,619
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PWP ASSET BASED INC II ASP R/I1-2 AT COST 63,882 38,827
IMPRICOR AT COST 6,500,000 6,500,000
STEPSTONE PRIVATE VENTURE & GROWTH AT COST 600,000 600,000
LS DISTRESSED XI ASP FUND R/I1E AT COST 333,197 333,196
GSO CAPITAL SOLUTIONS III ASP R/IE1 AT COST 262,616 262,615
COLONY DISTRCRED IV ACCESS ASP R/I1E AT COST 147,563 147,563
BLACKSTONE PRIVATE CREDIT FUND AT COST 500,000 502,190
STRATEGIC PARTNERS VII ASP FD R/I1E AT COST 478,100 478,100
STEPSTONE PRIVATE MARKETS CLASS I AT COST 1,300,000 1,384,573
PARTNERS GROUP PRIVATE EQTY FD CL I AT COST 500,000 540,145
SIG GUFF DISTRSD REAL EST ASP R/I1 AT COST 84,052 84,052
NEUBERGER BERMAN LONG SH-INS #1830 AT COST 80,901 88,754
BLACKROCK GL L/S CREDIT-K #1940 AT COST 95,193 87,049
MARSHALL WACE EUREKA ASP FD R/I1E AT COST 1,000,000 1,494,381
INVESCO OPTIMUM YIELD DIVERSIF ETF AT COST 2,281,908 2,203,212
STARWOOD REIT AT COST 200,000 221,582
NUVEEN GLOBAL CITIES REIT AT COST 225,000 253,930
CARLYLE REALTY PART VII-II ASP R/I1 AT COST 207,641 207,641
BREP ASIA II ASP FUND R/INT IE1 AT COST 436,518 436,518
BLACKSTONE REAL ESTATE INCOME TRUST AT COST 321,326 427,156
SYNER FUSE AT COST 500,000 500,000
BC DOUBLE IMPACT II ASP FUND R/I1E AT COST 388,103 388,103
LABELS TO LEARN AT COST 50,000 50,000

TY 2023 LegalFeesSchedule
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 14,059 0   14,059


TY 2023 OtherDecreasesSchedule
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Description Amount
PARTNERSHIP INVESTMENT ADJUSTMENTS 399,017
DONATED STOCK - COST BASIS ADJUSTMENT 2,082,042


TY 2023 OtherExpensesSchedule
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES FROM WELLS FARGO -7600 210 210   0
FOUNDATION, EDUCATION, AND OPERATIONS 244 0   244
MN FILING FEE 25 0   25


TY 2023 OtherIncomeSchedule2
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INVESTMENT PARTNERSHIPS 15,805 15,805 15,805
OTHER INCOME 239 239 239


TY 2023 OtherIncreasesSchedule
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Description Amount
GRANTED STOCK - COST BASIS ADJUSTMENT 7,919,215
OTHER CHANGES IN NET ASSETS 312,083


TY 2023 OtherProfessionalFeesSchedule
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ASSET MANAGEMENT FEES 184,723 184,723   0


TY 2023 TaxesSchedule
Name:
KAHR FOUNDATION-IMA
EIN:
43-2093439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES PAID 1,084 0   0
FOREIGN TAXES PAID 21,551 21,551   0