2024-05-02T15:39:38-04:00 2023-12-31 650793344 LAW OFFICE STEPHEN A ALGER 7600 SW 57TH AVE STE 126 SOUTH MIAMI FL 33143 990PF 2023-01-01 522199336 THE COPE FAMILY FOUNDATION INC COPE 3055628992 465 NIKOMAS WAY MELBOURNE BEACH FL 32951 PATRICK S COPE PRESIDENT 3052326277 2024-05-02 true PATRICK S COPE XXX-XX-XXXX false STEPHEN A ALGER P00532131 3056679137 2024-05-02 X 2023 2023-04-26 12:10:37Z X 218546 X X 13 13 13 1448 1448 1448 -4900 158537 7856 -3439 9317 1461 1325 1325 2134 2134 132 3591 0 3459 20000 20000 23591 0 23459 -27030 9317 1461 1272 874 874 216110 189478 217672 217382 190352 218546 0 X 217382 190352 217382 190352 217382 190352 217382 -27030 190352 190352 7856 130 130 130 130 false false false false false false false true true MD true false false false false true N/A DENISE M COPE 3055628992 465 NIKOMAS WAY MELBOURNE BEACH FL 32951 false false false false false false false false false false false false false false false false false false false false PATRICK S COPE 465 NIKOMAS WAY MELBOURNE BEACH FL 32951 PRESIDENT 0.50 0 0 0 DENISE M COPE 465 NIKOMAS WAY MELBOURNE BEACH FL 32951 SECRETARY 1.00 0 0 0 NONE NONE N/A 210127 4625 0 214752 214752 3221 211531 10577 10577 130 130 10447 10447 10447 23459 23459 10447 4146 11629 11223 9512 26788 63298 23459 10447 13012 76310 0 4146 72164 11629 11223 9512 26788 13012 X BOYS & GIRLS CLUB OF THE SM PO BOX 5743 SEVIERVILLE TN 37864 NONE PUBLIC YOUTH DEVELOPMENT 10000 FELICIAN SISTERS OF NORTH AM 871 MERCER ROAD BEAVER FALLS PA 150106815 NONE PUBLIC RELIGIOUS 10000 20000 14 13 14 1448 -4900 1461 -4900 -3439 false false false false false false false false false false 2022 ACCOUNTING & TAX RETURN FEE 1325 1325 803.893 LAZARD GBL LST INFR PURCHASE 2023-07 11809 12403 -594 12.989 LAZARD GBL LST INFR 2022-07 PURCHASE 2023-07 191 191 921.200 LAZARD GBL LST INFR PURCHASE 2023-08 13523 14223 -700 1578.854 PGIM JENN UTIL PURCHASE 2023-02 22909 26765 -3856 123.000 ENERGY SEL SECT SPDR 2022-05 PURCHASE 2023-02 10609 9989 620 105.108 AMR MUT F2 2022-05 PURCHASE 2023-10 5000 5194 -194 920.559 COLUMBIA DIV INC PURCHASE 2023-02 27000 26575 425 419.872 COLUMBIA DIV INC PURCHASE 2023-05 11929 12119 -190 2.514 COLUMBIA DIV INC PURCHASE 2023-05 71 71 170.864 COLUMBIA DIV INC PURCHASE 2023-10 4931 4933 -2 2.386 COLUMBIA DIV INC 2022-04 PURCHASE 2023-10 69 69 79.139 JANUS ENTP 2022-07 PURCHASE 2023-10 10000 10636 -636 12.989 LAZARD GBL LST INFR 2022-07 PURCHASE 2023-08 191 201 -10 372.480 PARNASSUS VAL EQ INVS PURCHASE 2023-04 17000 20799 -3799 345.084 PARNASSUS VAL EQ INVS PURCHASE 2023-05 15449 19269 -3820 MUTUAL FUNDS 206121 189478 217672 ETFS AND CLOSED-END FUNDS 9989 MANAGEMENT FEES 2134 2134 2022 TAX ON INVESTMENT INCOME 132