MARTIN D COHEN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN D COHEN FAMILY FOUNDATION (EIN 23-2294358)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202443129349102419
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T19:12:20-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232294358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN D COHEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 4848210861 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 BAGLYOS CIRCLE SUITE 200 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN D COHEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4848210861 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT NEWTON | PreparerPersonNm |
| PTIN | P00449401 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $518,904 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $101,337 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,810 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,810 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,478 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $141,292 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,474 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $123,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,284 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,810 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,608 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,000 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $10 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $839 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $61,010 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,141 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,467 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,113 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,141 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,908 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,908 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,113 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,810 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,599 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $696 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $346,593 | CorporateStockBOYAmt |
| Corporate Stock EOY | $323,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $517,957 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $130 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $947 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $947 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $361,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $325,572 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $518,904 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $361,322 | RetainedEarningBOYAmt |
| Retained Earning EOY | $325,572 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $361,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $325,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $361,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $325,572 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $361,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,750 | ExcessRevenueOverExpensesAmt |
| Subtotal | $325,572 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $325,572 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,474 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTIN D COHEN | IndividualWithBooksNm |
| Phone | 4848210861 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 BAGLYOS CIRCLE SUITE 200 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN D COHEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 BAGLYOS CIRCLE STE 200 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $512,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $519,917 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $519,917 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $512,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,606 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $25,606 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,606 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,606 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,049 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $147,049 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,606 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $121,980 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $144,701 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $143,437 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $121,368 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,471 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $669,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,049 | QualifyingDistributionsAmt |
| Applied To Current Year | $25,606 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,443 | RemainingDistriFromCorpusAmt |
| Total Corpus | $791,400 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $121,980 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $669,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $144,701 | ExcessFromYear4Amt |
| Excess From Year3 | $143,437 | ExcessFromYear3Amt |
| Excess From Year2 | $121,368 | ExcessFromYear2Amt |
| Excess From Year1 | $138,471 | ExcessFromYear1Amt |
| Excess From Current Year | $121,443 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN D COHEN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTIN D COHEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 BAGLYOS CIRCLE STE 200 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6102580111 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE REQUESTED FROM ABOVE, INCLUDE FINANCIAL & ACADEMIC INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STATE THEATRE | |||||||
| 453 NOTHAMPTON STREET | EASTON | PA | 18042 | NONE | PC | CHARITIES | $1,000 |
| BEST SCHOLARS | |||||||
| 345 BEAVER RUN DRIVE | NAZARETH | PA | 18064 | NONE | PC | SCHOLARSHIP | $5,000 |
| ST FRANCIS RETREAT HOUSE | |||||||
| 3918 CHIPMAN ROAD | EASTON | PA | 180453014 | NONE | PC | CHARITIES | $250 |
| BALLET GUILD OF LEHIGH VALLEY | |||||||
| 556 MAIN STREET | BETHLEHEM | PA | 18018 | NONE | PC | CHARITIES | $3,548 |
| ARTSQUEST FOUNDATION | |||||||
| 25 WEST THRID STREET | BETHLEHEM | PA | 18015 | NONE | PC | CHARITIES | $2,500 |
| HALO | |||||||
| 1330 BOYLSTON STREET | CHESTNUT HILL | MA | 02467 | NONE | PC | CHARITIES | $1,000 |
| VOLUNTEER CENTER OF THE LEHIGH VALL | |||||||
| 25 W 3RD STREET | BETHLEHEM | PA | 18015 | NONE | PC | CHARITIES | $1,000 |
| BNAI SHALOM | |||||||
| 1545 BUSHKILL STREET | EASTON | PA | 18043 | NONE | PC | CHARITIES | $250 |
| ST FRANCIS RETREAT HOUSE | |||||||
| 3918 CHIPMAN ROAD | EASTON | PA | 180453014 | NONE | PC | CHARITIES | $250 |
| FOLDS OF HONOR | |||||||
| 5971 N PATRIOT DRIVE | OWASSO | OK | 74055 | NONE | PC | CHARITIES | $2,500 |
| MINSI TRAIL COUNSIL BSA | |||||||
| PO BOC 20624 | LEHIGH VALLEY | PA | 180020624 | NONE | PC | CHARITIES | $750 |
| UNITED WAY OF GREATER LV | |||||||
| 1110 AMERICAN PARKWAY | ALLENTOWN | PA | 181099137 | NONE | PC | CHARITIES | $5,000 |
| NORTHAMPTON COMMUNITY COLLEGE | |||||||
| 3835 GREEN POND ROAD | BETHLEHEM | PA | 18020 | NONE | PC | CHARITIES | $1,000 |
| QUAKERTOWN FOOD PANTRY | |||||||
| PO BOX 278 | QUAKERTOWN | PA | 18951 | NONE | PC | CHARITIES | $4,066 |
| VIA OF THE LEHIGH VALLEY INC | |||||||
| 336 SPRUCE STREET | BETHLEHEM | PA | 18018 | NONE | PC | CHARITIES | $250 |
| BETHLEHEM AREA SCHOOL DISTRIST | |||||||
| 1516 SYCAMORE STREET | BETHLEHEM | PA | 18017 | NONE | PC | CHARITIES | $1,000 |
| JERRY RIVERA | |||||||
| C/O 2851 BAGLYOS CIR 200 | BETHLEHEM | PA | 18020 | NONE | PC | SCHOLARSHIP | $750 |
| CACLV | |||||||
| 1337 E 15TH STREET | BETHLEHEM | PA | 18015 | NONE | PC | CHARITIES | $2,010 |
| HARRY S TRUMAN LIBRARY INSTITUTE | |||||||
| PO BOX 1891 | MERRIFIELD | VA | 221168091 | NONE | PC | CHARITIES | $250 |
| BETHLEHEM TOWNSHIP COMMUNITY CENTER | |||||||
| 2900 FARMERSVILLE ROAD | BETHLEHEM | PA | 18020 | NONE | PC | CHARITIES | $1,000 |
| INSTITUTE OF SOUTHERN JEWISH LIFE | |||||||
| 5315 OLD CANTON ROAD | JACKSON | MS | 39211 | NONE | PC | CHARITIES | $1,000 |
| LABOR COUNCIL | |||||||
| PO BOX 20226 | LEHIGH VALLEY | PA | 18002 | NONE | PC | CHARITIES | $3,000 |
| HABITAT FOR HUMANITY OF LEHIGH VALL | |||||||
| 245 N GRAHAM STREET | ALLENTOWN | PA | 18109 | NONE | PC | CHARITIES | $1,000 |
| FUND TO BENEFIT CHILDREN & YOUTH | |||||||
| 903 EAST ELM STREET | ALLENTOWN | PA | 18109 | NONE | PC | CHARITIES | $1,000 |
| HABITAT FOR HUMANITY OF LEHIGH VALL | |||||||
| 245 N GRAHAM STREET | ALLENTOWN | PA | 18109 | NONE | PC | CHARITIES | $256 |
| SAUCON VALLEY DRAMA CLUB | |||||||
| PO BOX 311 | HELLERTOWN | PA | 18055 | NONE | PC | CHARITIES | $2,000 |
| WILSON AREA HIGH SCHOOL DRAMA CLUB | |||||||
| 424 WARRIOR LANE | EASTON | PA | 18042 | NONE | PC | CHARITIES | $2,000 |
| EASTON AREA HIGH SCHOOL | |||||||
| 2601 WILLIAM PENN HIGHWAY | EASTON | PA | 18045 | NONE | PC | CHARITIES | $2,000 |
| SPCA | |||||||
| 1165 ISLAND PARK ROAD | EASTON | PA | 18042 | NONE | PC | CHARITIES | $100 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 399 MARKET ST SUITE 102 | PHILADELPHIA | PA | 191062117 | NONE | PC | CHARITIES | $250 |
| SPECIAL OLYMPICS NORTHAMPTON COUNTY | |||||||
| 6 DANFORTH DRIVE | EASTON | PA | 18045 | NONE | PC | CHARITIES | $4,000 |
| GREATER LEHIGH VALLEY CHAMBER OF CO | |||||||
| 158 A NORTHAMPTON STREET | EASTON | PA | 18042 | NONE | PC | CHARITIES | $250 |
| WILSON AREA HIGH SCHOOL | |||||||
| 2040 WASHINGTON BLVD | EASTON | PA | 18042 | NONE | PC | CHARITIES | $78 |
| PROJECT OF EASTON INC | |||||||
| 320 FERRY STREET | EASTON | PA | 18042 | NONE | PC | CHARITIES | $500 |
| TOYS FOR TOTS | |||||||
| 3045 AVENUE B | BETHLEHEM | PA | 18017 | NONE | PC | CHARITIES | $516 |
| MAKE A WISH FOUNDATION | |||||||
| 707 GRANT STREET 37TH FL | PITTSBURGH | PA | 15219 | NONE | PC | CHARITIES | $263 |
| LEHIGH VALLEY NEWS | |||||||
| 839 SESAME STREET | BETHLEHEM | PA | 18015 | NONE | PC | CHARITIES | $2,500 |
| LEHIGH VALLEY NEWS | |||||||
| 839 SESAME STREET | BETHLEHEM | PA | 18015 | NONE | PC | CHARITIES | $2,500 |
| JEWISH BOOK COUNCIL | |||||||
| 820 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | CHARITIES | $1,000 |
| SOUTHERN LEHIGH HIGH SCHOOL | |||||||
| 5800 MAIN ST 1 | CENTER VALLEY | PA | 18034 | NONE | PC | CHARITIES | $1,000 |
| ST LUKE'S SCHOOL OF NURSING | |||||||
| 801 OSTROM STREET | FOUNTAIN HILL | PA | 18015 | NONE | PC | CHARITIES | $20,000 |
| ST LUKE'S SCHOOL OF NURSING | |||||||
| 801 OSTROM STREET | FOUNTAIN HILL | PA | 18015 | NONE | PC | CHARTIES | $5,000 |
| SAINT MICHAEL THE ARCHANGEL SCHOOL | |||||||
| 5040 ST JOSEPHS ROAD | COOPERSBURG | PA | 18036 | NONE | PC | CHARITIES | $250 |
| COMMUNITY BIKE WORKS | |||||||
| 235 N MADISON STREET | ALLENTOWN | PA | 18102 | NONE | PC | CHARITIES | $2,446 |
| LVHN REILLY CHILDRENS HOSPITAL | |||||||
| 1210 S CEDAR CREST BLVD | ALLENTOWN | PA | 18103 | NONE | PC | CHARITIES | $500 |
| CARNET BOOSTER CLUB | |||||||
| 512 1/2 SOUTH MAIN STREET | PHILLIPSBURG | NJ | 08865 | NONE | PC | CHARITIES | $125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,908 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,810 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,478 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,288 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,288 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARTIN D COHEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 BAGLYOS CIRCLE STE 200 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $98,262 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100 SHS RUSSEL 1000 GROWTH ETF | $24,644 | 2023-05-09 |
| 1 | 55 SHS SPDR S&P 500 ETF | $25,102 | 2023-11-30 |
| 1 | 102 SHS SPDR S&P 500 ETF | $48,516 | 2023-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $5,608 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | SoldSoldDt |
|---|---|---|---|---|---|
| MORGAN STANLEY - SHORT TERM COVERED | PURCHASE | $1,953 | $1,852 | $101 | |
| MORGAN STANLEY -LONG TERM COVERED | PURCHASE | $131,220 | $113,969 | $17,251 | |
| MORGAN STANLEY - FIRST EAGLE GLOBAL | PURCHASE | $6,645 | $4,993 | $1,652 | 2023-05 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANC OF CALIFORNIA | ||
| BERKSHIRE HATHAWAY | $150,173 | $358,800 |
| BLACKROCK SCIENCE & TECH | $18,286 | $8,355 |
| CALIFORNIA BANCORP | ||
| FIRST EAGLE GLOBAL | $16,943 | $25,934 |
| INVESCO S & P 500 | ||
| SPDR S & P 500 ETF | $79,071 | $60,365 |
| INVESCO SMALL CAP | $34,812 | $34,186 |
| ISHARE RUSSELL 1000 GRW | $24,644 | $30,317 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ABERNATHY GROUP GROWTH | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $947 | BookValueAmt |
| EOYFMV | $947 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $78 | ||
| OUTSIDE SERVICES | $56,500 | $56,500 | |
| OFFICE EXPENSES | $688 | ||
| MISCELLANEOUS | $3,641 | $3,641 | |
| K-1 DEDUCTIONS | $103 | $103 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES ON NET INVESTMENT INC | CategoryTxt |
| Amt | $839 | Amt |
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