2026-06-16T10:28:12-05:00 2025-12-31 341597728 Clearstead 570 Lake Cook Road STE 320 Deerfield IL 60015 990PF 2025-01-01 453915920 Kohn & Mitchell Family Foundation KOHN 8478748210 1240 N Lake Shore Drive 27A Chicago IL 60610 Victoria Kohn Trustee 8478748210 2026-06-05 1 Lindsay Platt P01067644 8478748210 2026-06-05 2025 2025-03-06 01:10:19Z X 14530922 X X 473753 473753 3638 928442 3638 477391 477391 0 0 0 74000 69000 5000 35605 35605 0 4100 0 0 15 0 15 113720 104605 5015 668161 668161 781881 104605 673176 -304490 372786 336523 200540 200540 3702090 3140239 3174267 2112714 1878977 4075774 882334 738216 750444 2433192 3613785 6323991 5035 5906 5906 9471888 9577663 14530922 0 0 X 0 0 0 0 9471888 9577663 9471888 9577663 9471888 9577663 9471888 -304490 410265 9577663 0 9577663 NFS LLC #1104 LT Covered P 549371 553533 -4162 -4162 NFS LLC #1104 LT Noncovered P 69534 64977 4557 4557 NFS LLC #3101 ST Covered P 184015 182923 1092 1092 NFS LLC #3101 LT Covered P 125522 123371 2151 2151 3638 5182 0 5182 0 5182 5900 0 5000 0 10900 0 5718 5718 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 None Allen C Berg co Clearstead 8478748210 570 Lake Cook Rd Ste 320 Deerfield IL 60015 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Victoria Kohn 4054 Live Oak Blvd Delray Beach FL 33445 Trustee 5.00 0 0 0 Valerie Kohn 2 Milestone Road Rye Brook NY 10573 Trustee 1.00 0 0 0 David Kohn 2121 W Wilson Ave Chicago IL 60625 Trustee 1.00 0 0 0 NONE 0 Clearstead Advisors LLC 570 Lake Cook Rd Ste 320 Deerfield IL 60015 Accounting 74000 0 0 12902862 1026791 0 13929653 0 0 13929653 208945 13720708 686035 686035 5182 5182 680853 0 680853 0 680853 673176 0 673176 680853 0 0 4534 3254 16956 24744 673176 0 0 0 673176 0 7677 7677 17067 0 0 0 0 0 0 0 17067 111 16956 X ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 N/A PC Unrestricted 3000 BERNARD ZELL ANSHE EMET DAY SCHOOL 3751 N BROADWAY ST CHICAGO IL 60613 N/A PC Unrestricted 7000 CHICAGO SINAI CONGREGATION 15 W DELAWARE PLACE CHICAGO IL 60610 N/A PC Unrestricted 6515 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 Donna Klein Blvd Boca Raton FL 33428 N/A PC Unrestricted 5000 JUF OF METROPOLITAN CHICAGO 30 SOUTH WELLS STREET CHICAGO IL 60606 N/A PC Unrestricted 204291 JUF OF METROPOLITAN CHICAGO 30 SOUTH WELLS STREET CHICAGO IL 60606 N/A PC JUF EZRA 38000 LYNN SAGE BREAST CANCER FOUNDATION 3023 N CLARK STREET 139 CHICAGO IL 60657 N/A PC Unrestricted 1000 LYRIC OPERA OF CHICAGO 20 N WACKER DRIVE STE 860 CHICAGO IL 60604 N/A PC Unrestricted 20000 NORTHWESTERN MEMORIAL FOUNDATION 541 N FAIRBANKS CT STE 800 CHICAGO IL 60611 N/A PC To support the work of Dr. Surendra Basti in Ophthalmology 21366 NORTHWESTERN MEMORIAL FOUNDATION 541 N FAIRBANKS CT STE 800 CHICAGO IL 60611 N/A PC To support the work of Dr. Preeti Kansal in the Bluhm Cardiovascular Institute Fund 75489 NORTHWESTERN MEMORIAL FOUNDATION 541 N FAIRBANKS CT STE 800 CHICAGO IL 60611 N/A PC Bluhm Cardiovascular Institute Gala 4000 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60208 N/A PC Dr. Gordon - Lymphoma Research & Educ. 5000 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60208 N/A PC Center for Psych Neurosci Gift 5000 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60208 N/A PC Mitchell Multimedia Gift Fund 50000 PLAY FOR PINK 28 W 44TH STREET STE 609 NEW YORK NY 10036 N/A PC Unrestricted 2500 THE COVE SCHOOL 350 LEE ROAD NORTHBROOK IL 60062 N/A PC Scholarship Fund 20000 UNIVERSITY OF CHICAGO MEDICAL CENTER 130 EAST RANDOLPH STREET SUITE 2500 CHICAGO IL 60601 N/A PC Dr. James Mastrianni's Research in Neurology 75000 UNIVERSITY OF CHICAGO MEDICAL CENTER 130 EAST RANDOLPH STREET SUITE 2500 CHICAGO IL 60601 N/A PC Forefront Fund 10000 UNIVERSITY OF CHICAGO MEDICAL CENTER 130 EAST RANDOLPH STREET SUITE 2500 CHICAGO IL 60601 N/A PC Dr. David Rubin's Research in Gastroenterology 15000 UNIVERSITY OF CHICAGO MEDICAL CENTER 130 EAST RANDOLPH STREET SUITE 2500 CHICAGO IL 60601 N/A PC Department of Human Genetics 100000 668161 0 14 473753 18 3638 0 477391 0 477391 0 0 0 0 0 0 0 0 0 0 Accounting 74000 69000 5000 Corporate Bonds 738216 750444 Equities 1878977 4075774 2936280 2965599 203959 208668 ETF's AT COST 2611739 5344551 GNMA Funds AT COST 2046 1912 Cliffwater Corporate Lending Fund I AT COST 1000000 977528 Interest Receivable 35 6 6 Federal Tax Deposit 5000 5900 5900 State Registration Fee 15 0 15 FMV of Stock in Excess of Basis Contributed to Charities 410265 Investment Management 35605 35605 0 Federal Excise Tax 4100 0 0