2021-11-10T10:12:40-06:00 2020-12-31 475657416 KOVITZ INVESTMENT GROUP PARTNERS LLC 2215 Sanders Road Suite 100N Northbrook IL 60062 990PF 2020-01-01 453915920 Kohn & Mitchell Family Foundation KOHN 8472054700 1240 LAKE SHORE DRIVE CHICAGO IL 60610 VICTORIA KOHN Trustee 8472054700 2021-11-10 1 VICTORIA KOHN 999009999 Allen C Berg P00625656 3126737180 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 12490882 X X 77743 77743 229957 229957 -108548 2307700 0 199152 307700 0 0 0 74000 69000 5000 36500 36500 0 115 100 15 110615 105600 5015 600833 600833 711448 105600 605848 -512296 202100 1056882 1093486 1093486 740683 0 0 6380722 6137509 8451384 2050702 2659109 2709495 406936 228266 228463 7991 8054 8054 10643916 10126424 12490882 0 0 X 0 0 0 0 10643916 10126424 10643916 10126424 10643916 10126424 10643916 -512296 0 10131620 5196 10126424 NATIONAL FINANCIAL SERVICES LLC - 1635 P 2018-01-01 2020-12-31 408776 408641 135 135 NATIONAL FINANCIAL SERVICES LLC - 1635 P 2018-01-01 2020-12-31 363945 361780 2165 2165 NATIONAL FINANCIAL SERVICES LLC - 1104 P 2018-01-01 2020-12-31 1281741 1396114 -114373 -114373 NATIONAL FINANCIAL SERVICES LLC - 1104 P 2018-01-01 2020-12-31 226249 223879 2370 2370 GAP INC NOTE 5.95% 4/12/21 P 2020-06-06 2020-06-06 26134 25834 300 300 Capital Gains Dividends P 855 855 855 -108548 2809 0 2809 0 2809 5200 0 1000 0 6200 0 3391 3391 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 Kovitz FOS 3126737181 2215 Sanders Road Northbrook IL 60062 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Victoria Kohn 1240 N Lake Shore Drive Chicago IL 60610 Trustee 5.00 0 0 0 Valerie Kohn 1240 N Lake Shore Drive Chicago IL 60610 Trustee 1.00 0 0 0 David Kohn 1240 N Lake Shore Drive Chicago IL 60610 Trustee 1.00 0 0 0 NONE 0 Kovitz Investment Group Partners 2215 Sanders Road Suite 100N Northbrook IL 60062 Accounting 74000 0 0 9814018 2072590 0 11886608 0 0 11886608 178299 11708309 585415 585415 2809 2809 582606 0 582606 0 582606 605848 0 605848 0 605848 582606 0 0 54296 33630 7386 95312 605848 0 0 0 582606 23242 0 0 118554 0 0 0 0 0 0 0 118554 54296 33630 7386 23242 X Anti Defamation Leauge 605 Third Avenue New York NY 10158 N/A Public Charity Unrestricted 2500 Art Institute of Chicago 111 S Michigan Ave Chicago IL 60603 N/A Public Charity Sustaining Fellows 5000 Bernard Zell Anshe Emet Day School 3751 N Broadway St Chicago IL 60613 N/A Public Charity Unrestricted 19333 Chicago Sinai Congregation 15 W Delaware Pl Chicago IL 60610 N/A Public Charity Unrestricted 5000 Chicago Symphony Orchestra 220 S Michigan Ave Chicago IL 60604 N/A Public Charity Unrestriced 6500 JUF of Metropolitan Chicago 30 South Wells Street Chicago IL 60606 N/A Public Charity Unrestricted 220000 Kohl's Cove School 350 Lee Road Northbrook IL 60062 N/A Public Charity Unrestricted 6000 Lyric Opera of Chicago 20 N Wacker Dr Chicago IL 60606 N/A Public Charity Unrestricted 6500 Northwestern Memorial Foundation 251 E Huron Street Chicago IL 60611 N/A Public Charity Unrestricted 75000 Northwestern University 251 E Huron Street Chicago IL 60611 N/A Public Charity Mitchell Multimedia Gift Fund 45000 Play for PINK 175 East 74th Street New York NY 10021 N/A Public Charity CANCER RESEARCH 10000 University of Chicago Medical Center 5841 S Maryland Ave Chicago IL 60637 N/A Public Charity Unrestricted 200000 600833 0 14 77743 14 229957 18 -108548 0 199152 0 199152 0 0 0 0 0 0 0 0 0 0 Accounting 74000 69000 5000 CORPORATE BONDS 2659109 2709495 EQUITY 4238133 5956381 ETF 1899376 2495003 GNMA FUNDS AT COST 227323 228180 OTHER INVESTMENTS AT COST 943 283 Interest Receivable 2706 2854 2854 Federal Tax Deposits 5285 5200 5200 Prior Year Tax Liability 5196 State Registration Fee 115 100 15 Investment Fees 36452 36452 0 Bank Fees 48 48 0