Kohlberg Foundation Inc is located in Armonk, NY. The organization was established in 0000. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Kohlberg Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Kohlberg Foundation Inc generated $22.9m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 9.8% each year. All expenses for the organization totaled $13.0m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Kohlberg Foundation Inc has awarded 661 individual grants totaling $224,201,888. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
NONE
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Nancy Kohlberg President | 0.5 | $394,793 | |
Nancy Mccabe Exec. Vp/treasurer | 40 | $0 | |
Rita Fragano Accountant | 40 | $149,068 | |
Amanda Dehann Office Manager | 40 | $85,414 | |
Jennifer Magnone Secretary | 0.5 | $0 | |
Les Fagen Director | 0.5 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
General Atlantic | 12/30/21 | $284,257 |
Ubs | 12/30/21 | $167,341 |
Charles Schwab | 12/30/21 | $70,798 |
Clarfeld Financial Advisors Llc | 12/30/21 | $215,129 |
Clarfeld Financial Advisors Llc | 12/30/21 | $215,129 |
General Atlantic | 12/30/21 | $284,257 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $0 |
Interest on Savings | $2,748 |
Dividends & Interest | $3,485,463 |
Net Rental Income | $0 |
Net Gain on Sale of Assets | $18,996,507 |
Capital Gain Net Income | $18,989,314 |
Net ST Capital Gain | $0 |
Income Modifications | $0 |
Profit on Inventory Sales | $0 |
Other Income | $444,741 |
Total Revenue | $22,929,459 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $394,793 |
Other employee salaries and wages | $249,442 |
Pension plans, employee benefits | $163,784 |
Interest | $0 |
Taxes | $345,916 |
Depreciation | $9,438 |
Occupancy | $50,829 |
Travel, conferences, and meetings | $1,161 |
Printing and publications | $0 |
Other expenses | $191,055 |
Total operating and administrative expenses | $2,211,592 |
Contributions, gifts, grants paid | $10,755,449 |
Total expenses and disbursements | $12,967,041 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $11,073,004 |
Net Accounts receivable | $0 |
Net Pledges Receivable | $0 |
Grants receivable | $0 |
Receivables from Officers, Directors, or Controlling Persons | $0 |
Net other notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $8,755 |
Net Investments - land, buildings, equipment | $0 |
Investments—mortgage loans | $0 |
Investments—other | $25,902,596 |
Net Land, buildings, and equipment | $25,388 |
Other assets | $253,713 |
Total assets | $192,188,103 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
Deferred revenue | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Mortgages and other notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $0 |
Over the last fiscal year, Kohlberg Foundation Inc has awarded $21,510,898 in support to 176 organizations.
Grant Recipient | Amount |
---|---|
New York, NY PURPOSE: DEAN'S OPPORTUNITY FUND. RENEWED SUPPORT. | $1,000,000 |
New York, NY PURPOSE: DEAN'S OPPORTUNITY FUND. RENEWED SUPPORT. | $1,000,000 |
INDIVISIBLE CIVIC ENGAGEMENT PURPOSE: FOR 501 C3 ACTIVITIES IN CAPACITY BUILDING AND DEMOCRACY POLICY WORK | $900,000 |
SPONSORS INC PURPOSE: GENERAL SUPPORT AND CAPITAL PROJECT-LONG TERM HOUSING UNITS. | $900,000 |
INDIVISIBLE CIVIC ENGAGEMENT PURPOSE: FOR 501 C3 ACTIVITIES IN CAPACITY BUILDING AND DEMOCRACY POLICY WORK | $900,000 |
SPONSORS INC PURPOSE: GENERAL SUPPORT AND CAPITAL PROJECT-LONG TERM HOUSING UNITS. | $900,000 |
Organization Name | Assets | Revenue |
---|---|---|
Arnhold Foundation Inc New York, NY | $497,481,101 | $53,665,580 |
The Morningside Foundation Newton Centre, MA | $22,445,720 | $11,895,776 |
Prudential Foundation Inc Newark, NJ | $137,651,624 | $53,115,847 |
The Grace And Mercy Foundation Inc New York, NY | $617,102,449 | $100,220,039 |
The Patrick J Mcgovern Foundation Inc Boston, MA | $1,660,673,846 | $20,910,577 |
One8 Foundation Boston, MA | $488,764,350 | $32,279,319 |
Peter G Peterson Foundation New York, NY | $1,055,700,983 | $50,280,779 |
Leon Levy Foundation New York, NY | $614,122,389 | $121,596,253 |
Shubert Foundation Inc New York, NY | $671,108,588 | $57,657,953 |
J Howard Pew Freedom Tr Philadelphia, PA | $675,828,558 | $64,346,772 |
Mccune Foundation Pittsburgh, PA | $180,488,577 | $38,182,239 |
Hauser Foundation Inc New York, NY | $0 | $9,971,722 |