Civic Intelligence

Kohn Charitable Trust

990T • Fiscal year 2023 • EIN 81-4683592

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 31, 2024

Organization Profile
7210 Farm Meadow CourtMclean, VA 22101

(703) 848-3501

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2017: $9,372,566Liabilities 2017: $0Net Assets 2017: $9,372,5662017Assets 2018: $13,453,054Liabilities 2018: $0Net Assets 2018: $13,453,0542018Assets 2019: $21,094,849Liabilities 2019: $129Net Assets 2019: $21,094,7202019Assets 2020: $29,312,014Liabilities 2020: $0Net Assets 2020: $29,312,0142020Assets 2021: $37,220,719Liabilities 2021: $76Net Assets 2021: $37,220,6432021Assets 2022: $41,579,073Liabilities 2022: $1,311Net Assets 2022: $41,577,7622022Assets 2023: $41,880,894Liabilities 2023: $0Net Assets 2023: $41,880,8942023Assets 2024: $50,535,848Liabilities 2024: $0Net Assets 2024: $50,535,8482024

Latest loaded filing

2024

Assets$50,535,848
Liabilities$0
Net Assets$50,535,848
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0Revenue 2017: $6,294,552Expenses 2017: $66,665Net Income 2017: $6,227,8872017Revenue 2018: $5,573,192Expenses 2018: $429,514Net Income 2018: $5,143,6782018Revenue 2019: $9,680,282Expenses 2019: $729,573Net Income 2019: $8,950,7092019Revenue 2020: $11,343,330Expenses 2020: $1,117,069Net Income 2020: $10,226,2612020Revenue 2021: $10,903,079Expenses 2021: $1,694,489Net Income 2021: $9,208,5902021Revenue 2022: $8,372,010Expenses 2022: $2,199,999Net Income 2022: $6,172,0112022Revenue 2023: $3,320,729Expenses 2023: $2,165,242Net Income 2023: $1,155,4872023Revenue 2024: $14,009,215Expenses 2024: $2,570,337Net Income 2024: $11,438,8782024

Latest loaded filing

2024

Revenue$14,009,215
Expenses$2,570,337
Net Income$11,438,878
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 31, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Kohn Charitable Trust
EIN
81-4683592
Phone
7038483501
Address
7210 FARM MEADOW COURT, MCLEAN, VA 22101

Signing Officer

Name
Harold L Kohn
Title
President/secretary
Phone
7038483501
Signed
2024-10-31
Discuss with paid preparer
Yes

Preparer

Firm
Blackman & Sloop Advisors Inc
Address
1414 RALEIGH ROAD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Elizabeth Mauch
Phone
9199428700
Raw XML Appendix118 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt017043
IRS1120ScheduleD/Form4797GainOrLossAmt016502
IRS1120ScheduleD/NetCapitalGainAmt017043
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt020162
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-3119
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt03660
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-3119
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0358
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt11553
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-6351
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt38100
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ICAPITAL-BTAS V US ACCESS FUND, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1ICAPITAL-SP RE VII ACCESS FUND, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2RTW ONSHORE FUND ONE, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3BREIT OPERATING PARTNERSHIP L.P.
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt03660
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt01087
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1156
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-4363
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt31
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ICAPITAL-BTAS V US ACCESS FUND, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1ICAPITAL-SP RE VII ACCESS FUND, L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2RTW ONSHORE FUND ONE, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3BREIT OPERATING PARTNERSHIP L.P.
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-3119
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0CAROL KAKALEC KOHN
IRS990T/BooksInCareOfDetail/PhoneNum07038483501
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt07210 FARM MEADOW COURT
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MCLEAN
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd022101
IRS990T/BookValueAssetsEOYAmt041880894
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt02557
IRS990T/OverpaymentSection/OverpaymentAmt02557
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt024661
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531390
IRS990T/PriorYearOverpaymentCreditAmt02557
IRS990TScheduleA/CapitalGainNetIncomeAmt017043
IRS990TScheduleA/InterestDeductionAmt06528
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0278
IRS990TScheduleA/OtherIncomeAmt0224
IRS990TScheduleA/PrincipalBusinessActivityCd0531390
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0212
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt07018
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-54422
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-37155
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-37155
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS INCOME FLOWING THROUGH FROM PARTNERS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-44173
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-44173
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt02557
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HAROLD L KOHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07038483501
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KOHN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0KOHN
ReturnHeader/Filer/EIN0814683592
ReturnHeader/Filer/PhoneNum07038483501
ReturnHeader/Filer/USAddress/AddressLine1Txt07210 FARM MEADOW COURT
ReturnHeader/Filer/USAddress/CityNm0MCLEAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561304727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLACKMAN & SLOOP ADVISORS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01414 RALEIGH ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHAPEL HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027517
ReturnHeader/PreparerPersonGrp/PhoneNum09199428700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH MAUCH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-01T10:31:44-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.5$0.00$50.5$14.0$2.57$11.4
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.9$0.00$41.9$3.32$2.17$1.16
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.6$0.00$41.6$8.37$2.20$6.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.2$0.00$37.2$10.9$1.69$9.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$0.00$29.3$11.3$1.12$10.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$9.68$0.73$8.95
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.00$13.5$5.57$0.43$5.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.37$0.00$9.37$6.29$0.07$6.23