Kohn Charitable Trust

990PF • Fiscal year 2018 • EIN 81-4683592

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile

510 Meadowmont Village Cir No 285Chapel Hill, NC 27517

(919) 537-9390

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

92%

Higher net margin than 97% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

44%

Faster asset growth than 93% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

-11%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets13th percentile

Assets

$13,453,054

Up $4,080,488 (+44%) from 2017

Net Assets

$13,453,054

Up $4,080,488 (+44%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue13th percentile Net Margin97th percentile

Revenue

Down

$5,573,192

Down $721,360 (-11%) from 2017

Expenses

$429,514

Up $362,849 (+544%) from 2017

Net Income

Down

$5,143,678

Down $1,084,209 (-17%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2018

Assets$13,453,054

Liabilities$0

Net Assets$13,453,054

Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2018

Revenue$5,573,192

Expenses$429,514

Net Income$5,143,678

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: May 10, 2019
Return Version: 2018v3.1

Compensation and Service Providers

Top Officer Pay20th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
HAROLD L KOHN	President/Secretary	PT	$0	-	-
CAROL KAKALEC KOHN	Vice-President/Treasurer	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Kohn Charitable Trust
EIN: 81-4683592
Phone: 9195379390
Address: 510 MEADOWMONT VILLAGE CIR NO 285, CHAPEL HILL, NC 27517

Signing Officer

Name: Harold L Kohn
Title: President/secretary
Phone: 9195379390
Signed: 2019-05-10
Discuss with paid preparer: Yes

Preparer

Firm: Blackman & Sloop Cpas Pa
Address: 1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer: Robin Mcduffie
Phone: 9199428700

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	CAROL KAKALEC KOHN
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	348835
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	CAROL KAKALEC KOHN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	510 MEADOWMONT VILLAGE CIRCLE 285
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CHAPEL HILL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	27517
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9195379390
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	1
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	THE PHILANTHROPIC FOCUS OF THE KOHN CHARITABLE TRUST IS (A) TO PROMOTE THE WELL-BEING OF CHILDREN WHO ARE UNDERPRIVILEGED AND UNDERREPRESENTED, THROUGH COLLABORATIVE EDUCATIONAL AND HEALTH INITIATIVES AND PROGRAMS THAT PROMOTE FUTURE SELF-SUFFICIENCY; (B) TO ASSIST THOSE WHO HAVE LITTLE OR NO VOICE IN SOCIETY THROUGH EMPOWERMENT AND REPRESENTATION; (C) TO AID THOSE THAT IMPROVE THE QUALITY OF LIFE OF INTELLECTUALLY DISABLED INDIVIDUALS AND TO AID THEIR EMPOWERMENT; AND (D) TO USE SCIENCE TO IMPROVE HUMAN HEALTH BY ADVANCING NEW DISCOVERY AND HEALTH OUTCOME INITIATIVES.CONSISTENT WITH THE MISSION OF THE KOHN CHARITABLE TRUST WE HAVE ESTABLISHED THE HAROLD AND CAROL KOHN LECTURESHIP FUND AT THE UNIVERSITY OF NORTH CAROLINA ESHELMAN SCHOOL OF PHARMACY. THE LECTURESHIP WILL BRING ANNUALLY TO CAMPUS AN OUTSTANDING FORMER ALUMNUS WHO HAS MADE CONTRIBUTIONS TO PHARMACY AND HEALTHCARE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	WE HAVE ESTABLISHED AT THE UNIVERSITY OF MICHIGAN THE HERMANN AND AMALIE KOHN PROFESSORSHIP OF SOCIAL JUSTICE AND SOCIAL POLICY AT THE GERALD R. FORD SCHOOL OF PUBLIC POLICY. THIS INITIATIVE WILL TAKE FIVE YEARS TO COMPLETE AND WILL PERMIT THE FORD SCHOOL TO BE A NATIONAL LEADER IN SOCIAL JUSTICE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt	0	WE HAVE CONTRIBUTED TO THE NORTH CAORLINA EARLY CHILDHOOD FUNDERS COLLABORATIVE THAT ADVOCATES FOR THE WELL-BEING OF YOUNG CHILDREN AND PROMOTES INNOVATIVE SOLUTIONS FOR EDUCATIONAL AND HEALTH INITIATIVES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	100711
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	251777
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt	0	1511
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	HAROLD L KOHN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt	0	500000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	0	TO SUPPORT THE HERMANN AND AMALIE KOHN PROFESSORSHIP OF SOCIAL JUSTICE AND SOCIAL POLICY FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt	0	UNIVERSITY OF MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt	0	3003 SOUTH STATE STREET SUITE 8000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm	0	ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd	0	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd	0	481091288
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORT FOR FUNDING A STAFF PERSON FOR NC EARLY CHILDHOOD FUNDERS COLLABORATIVE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	TO SUPPORT ESTABLISHMENT OF HAROLD AND CAROL KOHN ENDOWED LECTURESHIP FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	TO SUPPORT THE HERMANN AND AMALIE KOHN PROFESSORSHIP OF SOCIAL JUSTICE AND SOCIAL POLICY FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	NORTH CAROLINA COMMUNITY FOUNDATION - FOR NC EARLY CHILDHOOD FUNDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	UNC ESHELMAN SCHOOL OF PHARMACY FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	UNIVERSITY OF MICHIGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	3737 GLENWOOD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	3003 SOUTH STATE STREET SUITE 8000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	27612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	275140309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	481091288
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	500000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	351500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	25957
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	328042
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	622340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	353999
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	596383
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	328042
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	HAROLD L KOHN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	311 CIRCLE PARK PLACE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	CHAPEL HILL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	27517
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	5005793
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	2	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	3	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	4	1
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	473852
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	493265
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	2	521935
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	3	269833
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	4	1637732
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	2761.5339 SHS ISHARES RUSSELL 2000 ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	3655.7081 SHS ISHARES RUSSEL MID CAP GROWTH ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	2	7467.955 SHS SCHWAB US BROAD MARKET ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	3	9,555 SHS SELECT STR FINANCIAL SPDR ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	4	15,056.8309 SHS VANGUARD DIVIDEND APRECIATION ETF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2018-08-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2018-08-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	2	2018-08-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	3	2018-08-24
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	4	2018-08-24
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	1092
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1092
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	225000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	GRUBB SOUTHEAST PROMISSORY NOTE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	187500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	187500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1063190
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	UNREALIZED GAINS/LOSSES ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	K-1S
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	252
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	315
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	3417
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	3417
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	252
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	315
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	7631
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	7943
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	CHARLES SCHWAB - 3006
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	7631
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	7943

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $13,453,054
Liabilities: $0
Net assets: $13,453,054
Revenue: $5,573,192
Expenses: $429,514
Net income: $5,143,678

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$50.5	$0.00	$50.5	$14.0	$2.57	$11.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$41.9	$0.00	$41.9	$3.32	$2.17	$1.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$41.6	$0.00	$41.6	$8.37	$2.20	$6.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$37.2	$0.00	$37.2	$10.9	$1.69	$9.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$29.3	$0.00	$29.3	$11.3	$1.12	$10.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$21.1	$0.00	$21.1	$9.68	$0.73	$8.95
2018Detailed filing. Detailed filing data is available for this year.	$13.5	$0.00	$13.5	$5.57	$0.43	$5.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$9.37	$0.00	$9.37	$6.29	$0.07	$6.23