2025-09-19T10:23:47-05:00 2024-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990PF 2024-01-01 236398546 KOHN FOUNDATION C/O JOSEPH C KOHN ESQUIRE KOHN 2152381700 1600 MARKET STREET 2500 PHILADELPHIA PA 19103 JOSEPH C KOHN PRESIDENT 2152381700 2025-08-20 1 1 KATRINA R SAMARIN P01325666 2154414600 2024 2025-03-06 01:10:19Z X 910668 X 0 X 860 860 27560 26060 59524 734980 59524 60 60 88004 86504 0 0 0 6000 0 6000 26426 4533 21893 484 484 0 32910 5017 27893 31500 31500 64410 5017 59393 23594 81487 2360 1911 1911 31999 32788 32788 697747 720941 875969 732106 755640 910668 0 0 X 732106 755640 0 0 0 0 732106 755640 732106 755640 732106 23594 0 755700 60 755640 251 SHS OF AMERICAN CENTY ETF TR AVANTIS EMGMKT P 2023-10-04 2024-02-01 13795 12986 809 809 13 SHS OF AMERICAN CENTY ETF TR AVANTIS EMGMKT P 2023-10-04 2024-05-07 782 673 109 109 45 SHS OF AMERICAN CENTY ETF TR AVANTIS EMGMKT P 2023-10-04 2024-08-06 2569 2328 241 241 1219 SHS OF BLACKSTONE SECD LENDING FD COMMON STOCK P 2023-10-04 2024-03-14 36834 31792 5042 5042 129 SHS OF BLACKSTONE SECD LENDING FD COMMON STOCK P 2023-11-15 2024-03-14 3898 3630 268 268 188 SHS OF BLACKSTONE SECD LENDING FD COMMON STOCK P 2023-11-15 2024-05-07 6101 5291 810 810 727 SHS OF BLACKSTONE SECD LENDING FD COMMON STOCK P 2024-02-01 2024-05-07 23592 20562 3030 3030 516 SHS OF BONDBLOXX ETF TRUST BLOOMBERG TWO YR P 2024-02-01 2024-07-29 25415 25415 0 0 805 SHS OF BONDBLOXX ETF TRUST BLOOMBERG TWO YR P 2024-02-01 2024-11-12 39509 39742 -233 -233 71 SHS OF BONDBLOXX ETF TRUST BLOOMBERG TWO YR P 2024-02-09 2024-11-12 3485 3527 -42 -42 437.703 SHS OF BONDBLOXX ETF TRUST BLOOMBERG TWO YR P 2024-02-09 2024-12-02 21499 21741 -242 -242 7.297 SHS OF BONDBLOXX ETF TRUST BLOOMBERG TWO YR P 2024-02-09 2024-12-05 359 362 -3 -3 47 SHS OF BONDBLOXX ETF TRUST BLOOMBERG TWO YR P 2024-03-18 2024-12-05 2310 2299 11 11 295.703 SHS OF BONDBLOXX ETF TRUST BLOOMBERG TWO YR P 2024-05-07 2024-12-05 14534 14427 107 107 705 SHS OF CALAMOS ETF TR S P 500 STRUCTUR P 2024-05-07 2024-08-06 18079 17815 264 264 739 SHS OF FIRST TR EXCHNG TRADED FD VIII FT VEST F P 2023-07-05 2024-02-01 19912 18535 1377 1377 58 SHS OF FIRST TR EXCHNG TRADED FD VIII FT VEST F P 2023-08-16 2024-02-01 1563 1455 108 108 56 SHS OF FIRST TR EXCHNG TRADED FD VIII FT VEST F P 2023-10-04 2024-02-01 1509 1363 146 146 445 SHS OF GOLDMAN SACHS ETF TRACES ULTRA SHR P 2023-10-04 2024-05-07 22319 22128 191 191 64 SHS OF GOLDMAN SACHS ETF TRACES ULTRA SHR P 2023-10-04 2024-08-06 3220 3182 38 38 19 SHS OF HARBOR ETF TRUST INTERNATIONAL COMPOUNDE P 2024-05-07 2024-08-06 499 521 -22 -22 33 SHS OF HARBOR ETF TRUST INTERNATIONAL COMPOUNDE P 2024-05-07 2024-11-12 880 904 -24 -24 1215 SHS OF HARTFORD FDS EXCHANGE TRADED T SCHRDRS T P 2023-08-16 2024-05-07 23534 23257 277 277 113 SHS OF HARTFORD FDS EXCHANGE TRADED T SCHRDRS T P 2023-08-16 2024-08-06 2231 2163 68 68 86 SHS OF HARTFORD FDS EXCHANGE TRADED T SCHRDRS T P 2023-10-04 2024-08-06 1698 1556 142 142 37 SHS OF INNOVATOR ETFS TRUSTEQUITY DEF PROTN P 2023-10-04 2024-02-01 956 902 54 54 127 SHS OF INNOVATOR ETFS TRUSTEQUITY DEF PROTN P 2023-10-04 2024-05-07 3336 3096 240 240 707 SHS OF INNOVATOR ETFS TRUSTEQUITY DEF PROTN P 2023-10-04 2024-08-06 18870 17237 1633 1633 10 SHS OF ISHARES CORE S&P SMALL-CAP E P 2024-08-06 2024-11-12 1250 1085 165 165 78 SHS OF ISHARES GLOBAL 100 ETF P 2023-10-04 2024-05-07 7045 5678 1367 1367 974 SHS OF ISHARES TR LARGE CAPMAX BU P 2024-08-06 2024-11-12 25549 24493 1056 1056 235 SHS OF ISHARES TRUST S & P GLOBAL 100 P 2023-08-16 2024-04-04 20872 17665 3207 3207 94 SHS OF ISHARES TRUST S & P GLOBAL 100 P 2023-10-04 2024-04-04 8349 6843 1506 1506 22 SHS OF PACER FDS TR PACER US SMALL P 2023-07-05 2024-02-01 1043 891 152 152 152 SHS OF PACER FDS TR PACER US SMALL P 2023-07-05 2024-05-07 7139 6159 980 980 39 SHS OF RBB FD INC IMOTLEY FOOL 100 INDEX ETF P 2023-10-04 2024-02-01 1802 1537 265 265 96 SHS OF RBB FD INC IMOTLEY FOOL 100 INDEX ETF P 2023-10-04 2024-05-07 4750 3783 967 967 47 SHS OF RBB FD INC IMOTLEY FOOL 100 INDEX ETF P 2023-10-04 2024-08-06 2368 1852 516 516 536 SHS OF RBB FD INC US TREASRY 12 MT P 2023-08-16 2024-02-01 26773 26719 54 54 106 SHS OF RBB FD INC US TREASRY 12 MT P 2023-10-04 2024-02-01 5295 5268 27 27 229 SHS OF RBB FD INC US TREASRY 12 MT P 2023-11-15 2024-02-01 11438 11411 27 27 598 SHS OF RBB FD INC US TREASR10 YR P 2024-05-07 2024-08-06 27023 25815 1208 1208 181 SHS OF VANGUARD BD INDEX FDS INTERMED TERM P 2023-08-16 2024-01-08 13703 13340 363 363 12 SHS OF VANGUARD BD INDEX FDS INTERMED TERM P 2023-08-16 2024-01-08 908 878 30 30 55 SHS OF VANGUARD BD INDEX FDS INTERMED TERM P 2023-08-16 2024-01-23 4152 4023 129 129 295 SHS OF VANGUARD BD INDEX FDS INTERMED TERM P 2023-10-04 2024-01-23 22272 21073 1199 1199 72 SHS OF VANGUARD BD INDEX FDS INTERMED TERM P 2023-10-04 2024-08-06 5564 5143 421 421 325 SHS OF VANGUARD BD INDEX FDS INTERMED TERM P 2024-02-01 2024-11-12 24519 24849 -330 -330 11 SHS OF VANGUARD BD INDEX FDS INTERMED TERM P 2024-03-18 2024-11-12 830 821 9 9 546 SHS OF VICTORY PORTFOLIOS II SHORT TRM BD ETF P 2023-08-16 2024-02-01 27243 26730 513 513 93 SHS OF VICTORY PORTFOLIOS II SHORT TRM BD ETF P 2023-10-04 2024-02-01 4640 4540 100 100 205 SHS OF VICTORY PORTFOLIOS II SHORT TRM BD ETF P 2023-11-15 2024-02-01 10229 10006 223 223 120 SHS OF VICTORY PORTFOLIOS II SHORT TRM BD ETF P 2024-03-14 2024-05-07 5973 5953 20 20 541 SHS OF VICTORY PORTFOLIOS II SHORT TRM BD ETF P 2024-03-18 2024-05-07 26927 26825 102 102 152 SHS OF COLUMBIA ETF TR I RESH ENHNC COR P 2023-04-11 2024-05-07 4680 3726 954 954 69 SHS OF COLUMBIA ETF TR I RESH ENHNC COR P 2023-04-11 2024-08-06 2137 1691 446 446 40 SHS OF ISHARES GLOBAL 100 ETF P 2023-10-04 2024-11-12 4010 2912 1098 1098 145 SHS OF JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR P 2022-10-04 2024-02-01 7539 6571 968 968 24 SHS OF JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR P 2022-10-04 2024-05-07 1341 1088 253 253 101 SHS OF JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR P 2022-10-04 2024-08-06 5554 4577 977 977 19 SHS OF JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR P 2022-10-04 2024-11-12 1201 861 340 340 277 SHS OF PACER FDS TR DEVELOPED MRKT P 2022-10-04 2024-05-07 8915 6892 2023 2023 240 SHS OF PACER FDS TR DEVELOPED MRKT P 2022-10-04 2024-08-06 6953 5972 981 981 32 SHS OF PACER FDS TR DEVELOPED MRKT P 2022-10-04 2024-11-12 947 796 151 151 330 SHS OF PACER FDS TR PACER US SMALL P 2023-07-05 2024-08-06 14530 13372 1158 1158 55 SHS OF PUTNAM ETF TRUST FOCUSED LAR CAP P 2022-10-04 2024-02-01 1764 1405 359 359 150 SHS OF PUTNAM ETF TRUST FOCUSED LAR CAP P 2022-10-04 2024-05-07 5340 3833 1507 1507 53 SHS OF PUTNAM ETF TRUST FOCUSED LAR CAP P 2022-10-04 2024-08-06 1876 1354 522 522 278 SHS OF VANGUARD BD INDEX FDS INTERMED TERM P 2023-10-04 2024-11-12 20973 19859 1114 1114 324 SHS OF WISDOMTREE TR US QUALITY DIVID GROWTH FD P 2022-10-04 2024-02-01 23138 18278 4860 4860 CAPITAL GAINS DIVIDENDS P 13138 13138 13138 59524 1133 0 1133 0 1133 922 0 600 0 1522 0 389 389 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A JOSEPH C KOHN ESQUIRE 2152381700 1600 MARKET STREET NO 2500 PHILADELPHIA PA 19103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH C KOHN ESQUIRE 1600 MARKET ST STE 2500 PHILADELPHIA PA 19103 PRESIDENT, TREASURER 0.00 0 0 0 ELLEN KOHN 1600 MARKET ST STE 2500 PHILADELPHIA PA 19103 VICE PRESIDENT 0.00 0 0 0 AMY GOLDBERG 1600 MARKET ST STE 2500 PHILADELPHIA PA 19103 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 875944 28175 0 904119 0 0 904119 13562 890557 44528 44528 1133 1133 43395 0 43395 0 43395 59393 0 59393 43395 0 0 11620 3794 15414 59393 0 0 0 43395 15998 0 0 31412 0 0 0 0 0 0 11620 19792 3794 15998 JOSEPH C KOHN ESQUIRE 1600 MARKET STREET SUITE 2500 PHILADELPHIA PA 19103 2152381700 APPLICATIONS SHOULD BE MADE IN WRITING, STATING THE NATURE OF THE ORGANIZATION, THE PURPOSE OF THE REQUEST AND FINANCIAL DATA. NONE NONE CROHN'S AND COLITIS FOUNDATION 3 BALA PLAZA SUITE 526 BALA CYNWYD PA 19004 N/A 501(C)(3) GENERAL 3000 PLANNED PARENTHOOD OF SOUTHEASTERN PA 1144 LOCUST STREET PHILADELPHIA PA 19107 N/A 501(C)(3) GENERAL 3500 READING PARTNERS 3939 BENNING RD NE WASHINGTON DC 20019 N/A 501(C)(3) GENERAL 10000 SMITH COLLEGE 33 ELM STREET NORTHAMPTON MA 01063 N/A 501(C)(3) GENERAL 15000 31500 0 14 860 14 27560 14 60 18 59524 0 88004 0 88004 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6000 0 6000 GOLDMAN SACHS GROWTH STRATEGY CLASS A 200897 323110 FIDELITY INVESTMENTS CORE FUND 520044 552859 DISALLOWED LOSS FROM WASH SALE 60 OTHER INCOME 60 60 60 INVESTMENT FEES 4533 4533 0 CT CORP 393 0 393 OTHER PROFESSIONAL FEES 21500 0 21500 FOREIGN TAXES 484 484 0