2024-11-01T10:31:44-05:00 2023-12-31 561304727 BLACKMAN & SLOOP ADVISORS INC 1414 RALEIGH ROAD SUITE 300 CHAPEL HILL NC 27517 990PF 2023-01-01 814683592 KOHN CHARITABLE TRUST KOHN 7038483501 7210 FARM MEADOW COURT MCLEAN VA 22101 HAROLD L KOHN PRESIDENT/SECRETARY 7038483501 2024-10-31 1 1 ELIZABETH MAUCH P01988953 9199428700 X 2023 2024-10-15 13:58:12Z X 50830420 X 1603866 1027685 1027685 573034 4267432 573034 116144 116144 3320729 1716863 0 0 0 179545 177371 2174 15656 656 0 6760 0 6760 1281 0 1281 203242 178027 10215 1962000 1962000 2165242 178027 1972215 1155487 1538836 10040 10040 10040 811528 356073 356073 23415711 23708007 26410595 1286929 2904885 2929016 16054865 14901889 21124696 41579073 41880894 50830420 1311 1311 0 X 0 0 0 0 41577762 41880894 41577762 41880894 41579073 41880894 41577762 1155487 0 42733249 852355 41880894 K-1 CAPITAL GAINS P 5897 5897 5897 UBI K-1 CAPITAL GAINS P 17043 17043 17043 1682.5020 SHS MFS INT'L NEW DISCOVERY 2022-12-06 2023-09-22 51047 48658 2389 2389 5414 SHS ENERGY SELECT SECTOR 2020-04-20 2023-09-22 483915 180611 303304 303304 9000 SHS ISHARES US EQUITY 2020-03-19 2023-09-22 394556 225360 169196 169196 29402.9020 SHS MFS INT'L NEW DISCOVERY 2023-09-22 892084 1015649 -123565 -123565 17845 SHS VANGUARD TOTAL BOND 2023-09-22 1256989 1470958 -213969 -213969 22997.317 SHS JANUS HENDERSON CONTRARIAN 2023-12-28 600000 753162 -153162 -153162 CAPITAL GAINS DIVIDENDS P 565901 565901 565901 573034 21390 0 21390 0 21390 39884 0 10000 0 49884 X 0 28494 28494 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NC VA 1 0 0 0 0 1 N/A CAROL KAKALEC KOHN 7038483501 7210 FARM MEADOW COURT MCLEAN VA 22101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HAROLD L KOHN 7210 FARM MEADOW COURT MCLEAN VA 22101 PRESIDENT/SECRETARY 7.00 0 0 0 CAROL KAKALEC KOHN 7210 FARM MEADOW COURT MCLEAN VA 22101 VICE-PRESIDENT/TREASURER 7.00 0 0 0 NONE 0 NONE 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 AT THE UNIVERSITY OF MICHIGAN WITH THE RACKHAM GRADUATE SCHOOL THE KOHN SCHOLAR AWARD. THIS TWO-YEAR GRADUATE SCHOLARSHIP AT THE GERALD R. FORD SCHOOL OF PUBLIC POLICY IS AWARDED TO A GRADUATE STUDENT UNDERREPRESENTED IN PUBLIC POLICY FIELD AND WHO HAS OUTSTANDING QUALIFICATIONS AND PROMISE. 472215 WE HAVE ESTABLISHED AT THE UNIVERSITY OF MICHIGAN GERALD R. FORD SCHOOL OF PUBLIC POLICY THE KARL AND MARTHA KOHN PROFESSORSHIP OF SOCIAL POLICY. THIS POSITION WILL SUPPORT APPLIED RESEARCH IN U.S. EDUCATION POLICY THAT ADVANCES ALL RESIDENTS. THIS INITIATIVE WILL TAKE SEVERAL YEARS TO COMPLETE FUNDING. 500000 WE HAVE ESTABLISHED AT THE PENNSYLVANIA STATE UNIVERSITY THE LOUIS AND HEDWIG STERNBERG CHAIR IN PLANT BIOLOGY IN THE EBERLY COLLEGE OF SCIENCE. FUNDING FOR THIS INITIATIVE WILL TAKE SEVERAL YEARS TO COMPLETE AND WILL PERMIT THE EBERLY COLLEGE OF SCIENCE TO DISCOVER AND ADVANCE NEW FINDINGS IN PLANT BIOLOGY. 500000 WE HAVE ESTABLISHED AT THE UNIVERSITY OF MICHIGAN GERALD R. FORD SCHOOL OF PUBLIC POLICY THE ARLENE SUSAN KOHN PROFESSORSHIP OF SOCIAL POLICY. THIS POSITION WILL SUPPORT STUDIES ADDRESSING THE RIGHTS OF DISABLED INDIVIDUALS IN THE U.S. THIS INITIATIVE WILL TAKE SEVERAL YEARS TO COMPLETE FUNDING. 500000 0 42682230 779272 4851299 48312801 0 0 48312801 724692 47588109 2379405 2379405 21390 21390 2358015 0 2358015 0 2358015 1972215 0 1972215 2358015 1940471 0 0 1972215 1940471 0 0 31744 0 0 0 0 0 0 0 0 2326271 0 0 0 HAROLD L KOHN X THE PENNSYLVANIA STATE UNIVERSITY 201 OLD MAIN UNIVERSITY PARK PA 16802 NONE 501(C)(3) TO SUPPORT THE LOUIS AND HEDWIG STERNBERG CHAIR IN PLANT BIOLOGY. 500000 UNC PHARMACY FOUNDATION 301 PHARMACY LANE CHAPEL HILL NC 27599 NONE 501(C)(3) TO SUPPORT THE HAROLD KOHN PROFESSORSHIP IN OPEN SCIENCE DRUG DISCOVERY. 100000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET SUITE 8000 ANN ARBOR MI 481091288 NONE 501(C)(3) TO SUPPORT THE KARL AND MARTHA KOHN PROFESSORSHIP OF SOCIAL POLICY. 500000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET SUITE 8000 ANN ARBOR MI 481091288 NONE 501(C)(3) TO SUPPORT THE KOHN SCHOLAR GRADUATE STUDENT FELLOWSHIP. 350000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET SUITE 8000 ANN ARBOR MI 481091288 NONE 501(C)(3) TO SUPPORT THE ARLENE SUSAN KOHN PROFESSORSHIP OF SOCIAL POLICY 500000 MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD EAST LANSING MI 48824 NONE 501(C)(3) TO SUPPORT THE RX KIDS PROGRAM. 10000 ACHIEVE TAHOE 2680 ALPINE MEADOWS ROAD APLINE MEADOWS CA 96146 NONE 501(C)(3) GENERAL SUPPORT 2000 1962000 0 523000 12558 14 1015127 14 116144 523000 17043 18 555991 29601 1687262 0 1716863 0 0 0 0 0 0 0 0 0 0 X X 1 HAROLD L KOHN 311 CIRCLE PARK PLACE CHAPEL HILL NC 27517 1603866 X X 1 9,000 SHS ISHARES U.S. EQUITY FACTOR ETF 395280 2023-09-21 1 350 SHS VANGUARD TOTAL WORLD STOCK ETF 35676 2023-12-19 1 5,414 SHS ENERGY SELECT SECTOR SPDR 487910 2023-09-21 CHARLES SCHWAB BOND MUTUAL FUNDS 2904885 2929016 CONVERSUS STEPSTONE SPRING 500000 587191 BLACKSTONE CREDIT FUND 2215388 2432462 CONVERSUS STEPSTONE PRIM 2000000 2287551 CHARLES SCHWAB EQUITY MUTUAL FUNDS 18992619 21103391 GRUBB SOUTHEAST REAL ESTATE FUND VI AT COST 137204 137204 PCCP EQUITY VII, LP PARTNERSHIP INTEREST AT COST 183593 183593 GOLUB PARTNERSHIP INTEREST AT COST 225766 225766 ICAPITAL-SP PE IX ACCESS PARTNERSHIP INTEREST AT COST 442342 442342 ICAPITAL-SP RE VII ACCESS PARTNERSHP INTEREST AT COST 311666 311666 ICAPITAL-BTAS V US ACCESS PARTNERSHIP INTEREST AT COST 291285 291285 FCP REALTY FUND IV PARTNERSHIP INTEREST AT COST 376000 376000 CARLYLE DIRECT ALTERNATIVE OPPORTUNITIES PARTNERSHIP INTEREST AT COST 438718 438718 BELL HNW FUND VII PARTNERSHIP INTEREST AT COST 636692 636692 GOLUB 14 INVESTMENT AT COST 1857334 1857334 CHARLES SCHWAB ETF AT COST 9959473 16182280 CARLYLE DIRECT ALTERNATIVE OPPORTUNITIES II PARTNERSHIP INTEREST AT COST 41816 41816 UNREALIZED GAINS/LOSSES ON INVESTMENTS 852355 OFFICE EXPENSE 1281 0 1281 OTHER INCOME K-1 116144 116144 116144 PROFESSIONAL FEES 8695 6521 2174 INVESTMENT MANAGEMENT FEES 170850 170850 0 EXCISE TAXES 15000 0 0 FOREIGN TAXES 656 656 0