2023-11-13T10:06:49-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1525 VALLEY CENTER PARKWAY STE 300 BETHLEHEM PA 180172285 990PF 2022-01-01 232294358 MARTIN D COHEN FAMILY FOUNDATION MART 4848210861 2851 BAGLYOS CIRCLE STE 200 BETHLEHEM PA 18020 MARTIN COHEN PRESIDENT 4848210861 2023-10-31 1 MARTIN COHEN 999009999 0 JANICE ALLEMAN CPA P01084435 6104335501 2023-10-31 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 520774 X 88036 1253 1253 21116 166851 86418 39 20 110444 87691 0 0 0 4725 1575 1575 1117 0 0 26095 149 24500 31937 1724 26075 138895 138895 170832 1724 164970 -60388 85967 13631 14599 14599 613 406464 346593 506045 405 130 130 597 0 0 421710 361322 520774 0 0 X 0 0 0 0 421710 361322 421710 361322 421710 361322 421710 -60388 0 361322 0 361322 PUBLICLY TRADED SECURITIES 164594 80043 84551 84551 ABERNATHY GROWTH P 390 -390 -390 CAPITAL GAINS DIVIDENDS P 2257 2257 2257 86418 1195 0 1195 0 1195 73 0 1200 0 1273 X 20 58 58 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A MARTIN D COHEN 4848210861 2851 BAGLYOS CIRCLE SUITE 200 BETHLEHEM PA 18010 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MARTIN D COHEN 2851 BAGLYOS CIRCLE STE 200 BETHLEHEM PA 18020 PRESIDENT 10.00 0 0 0 NONE 0 NONE 0 NONE 0 0 0 540678 21643 0 562321 0 0 562321 8435 553886 27694 27694 1195 1195 26499 0 26499 0 26499 164970 0 164970 26499 0 0 108049 121980 144701 143437 121368 639535 164970 0 0 0 26499 138471 0 0 778006 0 0 0 0 0 0 108049 669957 121980 144701 143437 121368 138471 MARTIN D COHEN MARTIN D COHEN 2851 BAGLYOS CIRCLE STE 200 BETHLEHEM PA 18020 6102580111 SHOULD BE REQUESTED FROM ABOVE; INCLUDE FINANCIAL & ACADEMIC INFORMATION NO NO ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE PC CHARITIES 250 ARTSQUEST FOUNDATION 25 WEST THIRD STREET BETHLEHEM PA 18015 NONE PC CHARITIES 7500 BEST SCHOLARS 345 BEAVER RUN DRIVE NAZARETH PA 18064 NONE PC SCHOLARSHIP 2500 BALLET GUILD OF LEHIGH VALLEY 556 MAIN STREET BETHLEHEM PA 18018 NONE PC CHARITIES 2500 BIG BROTHERS BIG SISTERS OF THE LV 41 S CARLISLE ST ALLENTOWN PA 18109 NONE PC CHARITIES 250 BNAI SHALOM 1545 BUSHKILL ST EASTON PA 18042 NONE PC CHARITIES 430 BOYS & GIRLS CLUB OF EASTON PO BOX 741 EASTON PA 180440741 NONE PC CHARITIES 13226 CAMELOT FOR CHILDREN 2354 W EMMAUS AVE ALLENTOWN PA 18103 NONE PC CHARITIES 500 CATHOLIC CHARITIES 900 SOUTH WOODWARD STREET ALLENTWON PA 18103 NONE PC CHARITIES 1000 COMMUNITIES IN SCHOOL 234 STATE ST HARRISBURG PA 17101 NONE PC CHARITIES 1250 COMMUNITIES IN SCHOOL 234 STATE ST HARRISBURG PA 17101 NONE PC SCHOLARSHIP 1250 COMMUNITY SERVICE FOR CHILDREN 1520 HANOVER AVE ALLENTOWN PA 18109 NONE PC CHARITIES 309 CROSS BORDERS CIVILIAN FOUNDATION 410 E 9TH ST 2 NEW YORK CITY NY 10009 NONE PC CHARITIES 1000 DELTA COMMUNITY SUPPORTS 1777 SENTRY PARKWAY WEST BLUE BELL PA 19422 NONE PC CHARITIES 1725 EASTON POLICE BICYCLE FUNDRAISER 48 N 4TH STREET EASTON PA 18042 NONE PC CHARITIES 3100 FOLDS OF HONOR 5971 N PATRIOT DRIVE OWASSO OK 74055 NONE PC CHARITIES 750 HALO 1330 BOYLSTON ST CHESTNUT HILL MA 02467 NONE PC CHARITIES 500 JEWISH FAMILY SERVICE 2004 WEST ALLEN STREET ALLENTOWN PA 18104 NONE PC CHARITIES 750 JEWISH FEDERATION OF LEHIGH VALLEY 702 N 22ND STREET ALLENTOWN PA 181043904 NONE PC CHARITIES 22000 KYLE HARRIS C/O 2851 BAGLYOS CIRCLE 200 BETHLEHEM PA 18020 NONE I SCHOLARSHIP 150 LEHIGH COUNTY HUMANE SOCIETY 640 DIXON ST ALLENTOWN PA 18103 NONE PC CHARITIES 250 MINSI TRAIL COUNCIL BSA PO BOX 20624 LEHIGH VALLEY PA 180020624 NONE PC CHARITIES 750 MIRACLE LEAGUE OF NORTHAMPTON COUNTY PO BOX 3424 PALMER PA 180433424 NONE PC CHARITIES 2500 NATIONAL KIDNEY FOUNDATION 30 EAST 33RD ST NEW YORK NY 10016 NONE PC CHARITIES 250 NATIONAL WWII MUSEUM PO BOX 758571 TOPEKA KS 666758571 NONE PC CHARITIES 150 NCBA CHARITABLE FOUNDATION 155 S 9TH STREET EASTON PA 18042 NONE PC CHARITIES 250 NORTHAMPTON COMMUNITY COLLEGE 3835 GREEN POND ROAD BETHLEHEM PA 18020 NONE PC CHARITIES 10000 PENN STATE LEHIGH VALLEY CAMPUS 2809 SAUCON VALLEY ROAD CENTER VALLEY PA 18034 NONE PC SCHOLARSHIP 5000 PENN STATE UNIVERISTY ONE OLD MAIN UNIVERSITY PARK PA 16802 NONE PC CHARITIES 100 PENN STATE UNIVERSITY ONE OLD MAIN UNIVERSITY PARK PA 16802 NONE PC SCHOLARSHIP 5000 PHILLIPSBURG HIGH SCHOOL 1 STATELINER BLVD PHILLIPSBURG NJ 08865 NONE PC CHARITES 125 QUAKERTOWN FOOD PANTRY PO BOX 278 QUAKERTOWN PA 18951 NONE PC CHARITIES 4954 ROOSEVELT SCHOOL 210 W SUSQUEHANNA ST ALLENTOWN PA 18103 NONE PC CHARITEIS 3956 SAFE HARBOR 536 BUSHKILL DR EASTON PA 18042 NONE PC CHARITIES 250 SECOND HARVEST FOOD BANK 6969 SILVER CREST ROAD NAZARETH PA 18064 NONE PC CHARITIES 250 ST FRANCIS RETREAT HOUSE 3918 CHIPMAN ROAD EASTON PA 180453014 NONE PC CHARITIES 100 STATE THEATRE 453 NORTHAMPTON ST EASTON PA 18042 NONE PC CHARITIES 250 THE CHILDREN'S HOME OF EASTON 2000 S 25TH ST EASTON PA 18042 NONE PC CHARITIES 250 THE GUY BOCK SCHOLARSHIP FUND 1 STATELINER BLVD PHILLIPSBURG NJ 08865 NONE PC SCHOLARSHIP 2500 THE NEIGHORHOOD CENTER 902 PHILADELPHIA RD EASTON PA 18042 NONE PC CHARITIES 2000 TROOP 31 BOY SCOUTS 250 E COLLEGE AVE STATE COLLEGE PA 16801 NONE PC CHARITIES 320 UAW TOY DRIVE C/O 8000 E JEFFERSON AVE DETROIT MI 48214 NONE PC CHARITIES 3000 UNITED WAY OF GREATER LV 1110 AMERICAN PARKWAY NE ALLENTOWN PA 181099137 NONE PC CHARITIES 35000 VICTORY HOUSE OF LEHIGH VALLEY 314 FILLMORE STREET BETHLEHEM PA 18018 NONE PC CHARITIES 250 VOLUNTEER CENTER OF THE LEHIGH VALLEY 25 W 3RD ST BETHLEHEM PA 18015 NONE PC CHARITIES 500 138895 0 14 1253 01 39 18 21116 0 22408 0 22408 0 0 0 0 0 0 0 0 0 0 X X 1 MARTIN D COHEN 2851 BAGLYOS CIRCLE STE 200 BETHLEHEM PA 18020 59364 X 2 MARTIN D COHEN 2851 BAGLYOS CIRCLE STE 200 BETHLEHEM PA 18020 24962 X 1 808 SHARES INVESCO SMALL CAP 59364 2022-10-24 2 176 SHARES INVESCO S&P 500 24962 2022-12-29 PROFESSIONAL FEES 4725 1575 1575 NONE 0 BANC OF CALIFORNIA 20790 15930 BERKSHIRE HATHAWAY 150173 310754 BLACKROCK SCIENCE & TECH 18286 7820 CALFIORNIA BANCORP 29844 42804 FIRST EAGLE GLOBAL 37750 46274 INVESCO S&P 500 24962 24860 INVESCO SMALL CAP 29976 29686 SPDR S&P 500 ETF 34812 27917 ABERNATHY GROUP GROWTH AT COST 130 130 RECEIVABLE - OTHER 597 OFFICE 755 0 0 INVESTMENT DEDUCTIONS 149 149 0 OUTSIDE SERVICES 24500 0 24500 MISCELLANEOUS 691 0 0 ABERNATHY GROUP GROWTH 39 20 39 TAXES ON NET INVESTMENT INCOME 1117 0 0