Civic Intelligence

Jerry & Terri Kohl Family Foundation

EIN 20-4757707 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-9096%

Higher net margin than 1% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

3rd percentile

-72%

Faster asset growth than 3% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-76%

Faster revenue growth than 3% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$537,929

Down $1,383,863 (-72%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$537,929

Down $1,383,863 (-72%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin1st percentile

Revenue

Down

$18,532

Down $59,302 (-76%) from 2023

Expenses

Up

$1,704,282

Up $1,670,867 (+5000%) from 2023

Net Income

Down

-$1,685,750

Down $1,730,169 (-3895%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $6,675,936Liabilities 2011: $02011Assets 2012: $5,911,261Liabilities 2012: $0Net Assets 2012: $5,911,2612012Assets 2013: $4,892,816Liabilities 2013: $0Net Assets 2013: $4,892,8162013Assets 2014: $4,014,950Liabilities 2014: $0Net Assets 2014: $4,014,9502014Assets 2015: $9,355,783Liabilities 2015: $0Net Assets 2015: $9,355,7832015Assets 2016: $7,278,770Liabilities 2016: $0Net Assets 2016: $7,278,7702016Assets 2017: $5,575,888Liabilities 2017: $0Net Assets 2017: $5,575,8882017Assets 2018: $4,535,574Liabilities 2018: $0Net Assets 2018: $4,535,5742018Assets 2019: $2,442,457Liabilities 2019: $0Net Assets 2019: $2,442,4572019Assets 2020: $2,199,454Liabilities 2020: $0Net Assets 2020: $2,199,4542020Assets 2021: $2,104,572Liabilities 2021: $0Net Assets 2021: $2,104,5722021Assets 2022: $1,877,373Liabilities 2022: $0Net Assets 2022: $1,877,3732022Assets 2023: $1,921,792Liabilities 2023: $0Net Assets 2023: $1,921,7922023Assets 2024: $537,929Liabilities 2024: $0Net Assets 2024: $537,9292024

Highlighted filing

2024

Assets$537,929
Liabilities$0
Net Assets$537,929
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $363,848Expenses 2011: $937,691Net Income 2011: -$573,8432011Expenses 2012: $1,108,8452012Revenue 2013: $441,431Expenses 2013: $1,459,876Net Income 2013: -$1,018,4452013Revenue 2014: $512,791Expenses 2014: $1,390,657Net Income 2014: -$877,8662014Revenue 2015: $7,634,620Expenses 2015: $2,293,787Net Income 2015: $5,340,8332015Revenue 2016: -$214,852Expenses 2016: $1,862,161Net Income 2016: -$2,077,0132016Revenue 2017: $797,017Expenses 2017: $2,499,899Net Income 2017: -$1,702,8822017Revenue 2018: $1,546,978Expenses 2018: $2,587,292Net Income 2018: -$1,040,3142018Revenue 2019: $728,736Expenses 2019: $2,821,853Net Income 2019: -$2,093,1172019Revenue 2020: $69,532Expenses 2020: $312,535Net Income 2020: -$243,0032020Revenue 2021: $293,133Expenses 2021: $388,015Net Income 2021: -$94,8822021Revenue 2022: $127,671Expenses 2022: $354,870Net Income 2022: -$227,1992022Revenue 2023: $77,834Expenses 2023: $33,415Net Income 2023: $44,4192023Revenue 2024: $18,532Expenses 2024: $1,704,282Net Income 2024: -$1,685,7502024

Highlighted filing

2024

Revenue$18,532
Expenses$1,704,282
Net Income-$1,685,750
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$537,929
Liabilities
$0
Net assets
$537,929
Revenue
$18,532
Expenses
$1,704,282
Net income
-$1,685,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.02$1.70$1.69
2023Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.08$0.03$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.13$0.35$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.29$0.39$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.07$0.31$0.24
2019Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.73$2.82$2.09
2018Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$1.55$2.59$1.04
2017Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.80$2.50$1.70
2016Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.21$1.86$2.08
2015Detailed filing. Detailed filing data is available for this year.$9.36$0.00$9.36$7.63$2.29$5.34
2014Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.51$1.39$0.88
2013Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.44$1.46$1.02
2012Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$1.11
2011Summary only. Only limited summary data is available for this year.$6.68$0.00$0.36$0.94$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry KohlDir, Pres, Sec-$0--
Karyn KohlVP-$0--
Matthew KohlVP-$0--
Terri Marilyn KohlDir, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Jerry & Terri Kohl Family Foundation
EIN
20-4757707
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jerry Kohl
Title
President
Phone
8008391754
Signed
2025-09-11
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix302 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jerry Kohl
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Matthew Kohl
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Jerry Kohl
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Terri Marilyn Kohl
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01693544
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General & Unrestricted (see attached in-kind grant schedule)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 WEST ST 15TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010282
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01693544
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031995
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0221978
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0223385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0162553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02559563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02559563
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02276881
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01668965
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0221978
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0223385
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0162553
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01700960
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01668965
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04836444
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03167479
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,693,544. This amount represents 25% or more of the Foundation's net assets of $2,349,974 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07216
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0301887
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GRANTS OF PUBLICLY TRADED SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02950
TaxesSchedule/TaxesDetail/Amt0300
TaxesSchedule/TaxesDetail/Amt147
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Extension for 2023
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt047
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jerry Kohl
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jerry & Terri Kohl Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JERR
ReturnHeader/Filer/EIN0204757707
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-11-07T07:45:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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