BETA

MARTIN D COHEN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MARTIN D COHEN FAMILY FOUNDATION (EIN 23-2294358)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-27
IRS object ID
202223009349100512
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-27T10:30:22-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232620120PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CONCANNON MILLER & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11525 VALLEY CENTER PARKWAY STE 300AddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP180172285ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232294358EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARTIN D COHEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARTBusinessNameControlTxt
Phone4848210861PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12851 BAGLYOS CIRCLE STE 200AddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18020ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARTIN COHENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4848210861PhoneNum
Signature2022-07-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARTINPersonFirstNm
Person LastCOHENPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANICE ALLEMAN CPAPreparerPersonNm
PTINP01084435PTIN
Phone6104335501PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$621,871FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$159,702ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,177DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,177DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,578NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$100,785GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,259CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$184,457TotalRevAndExpnssAmt
Total Net Invst Incm$41,436TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,995AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,997AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,998AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$887TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$31,868OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$605OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$30,751OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,750TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,602TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$32,749TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$111,309ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$111,309ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$148,059TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,602TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$144,058TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,398ExcessRevenueOverExpensesAmt
Net Investment Income$38,834NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$40,418SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,631SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,631SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$613PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$613PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$325,760CorporateStockBOYAmt
Corporate Stock EOY$406,464CorporateStockEOYAmt
Corporate Stock EOYFMV$606,625CorporateStockEOYFMVAmt
Other Investments BOY$341OtherInvestmentsBOYAmt
Other Investments EOY$405OtherInvestmentsEOYAmt
Other Investments EOYFMV$405OtherInvestmentsEOYFMVAmt
Other Assets BOY$18,617OtherAssetsBOYAmt
Other Assets EOY$597OtherAssetsEOYAmt
Other Assets EOYFMV$597OtherAssetsEOYFMVAmt
Total Assets BOY$385,136TotalAssetsBOYAmt
Total Assets EOY$421,710TotalAssetsEOYAmt
Total Assets EOYFMV$621,871TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$385,136RetainedEarningBOYAmt
Retained Earning EOY$421,710RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$385,136TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$421,710TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$385,136TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$421,710TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$385,136TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,398ExcessRevenueOverExpensesAmt
Other Increases$176OtherIncreasesAmt
Subtotal$421,710SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$421,710TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$97,613$60,526$37,087$37,087
ABERNATHY GROWTHP$678$678$678
CAPITAL GAINS DIVIDENDSP$2,494$2,494$2,494
FieldValueIRS element (for citing)
Capital Gain Net Income$40,259CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$540InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$540SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$540TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$613EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$613TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$73OverpaymentAmt
Applied To ES Tax$73AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARTIN D COHENIndividualWithBooksNm
Phone4848210861PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12851 BAGLYOS CIRCLE SUITE 200AddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARTIN D COHENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12851 BAGLYOS CIRCLE STE 200AddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18020ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SCHOLARSHIPSDescription1Txt
Expenses1$9,760Expenses1Amt
Description2CONTRIBUTIONS TO CHARITIESDescription2Txt
Expenses2$101,549Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$444,654AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,025AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$471,679TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$471,679AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,075CashDeemedCharitableAmt
Net Vl Noncharitable Assets$464,604NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,230MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,230MinimumInvestmentReturnAmt
Tax Based On Investment Income$540TaxBasedOnInvestmentIncomeAmt
Total Tax$540TotalTaxAmt
Distributable Before Adj$22,690DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,690DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,690DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$144,058ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$144,058QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,690DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$126,492ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$108,049ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$121,980ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$144,701ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$143,437ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$644,659TotalExcessDistributionCyovAmt
Qualifying Distributions$144,058QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,690AppliedToCurrentYearAmt
Remaining Distri From Corpus$121,368RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$766,027TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$126,492ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$639,535ExcessDistriCyovToNextYrAmt
Excess From Year4$108,049ExcessFromYear4Amt
Excess From Year3$121,980ExcessFromYear3Amt
Excess From Year2$144,701ExcessFromYear2Amt
Excess From Year1$143,437ExcessFromYear1Amt
Excess From Current Year$121,368ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARTIN D COHENContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARTIN D COHENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12851 BAGLYOS CIRCLE STE 200AddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18020ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6102580111RecipientPhoneNum
Form And Info And MaterialsSHOULD BE REQUESTED FROM ABOVE; INCLUDE FINANCIAL & ACADEMIC INFORMATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNOSubmissionDeadlinesTxt
Restrictions On AwardsNORestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL FAITHS FOOD BANK
8171 BLAIKIE COURTSARASOTAFL34240NONEPCCHARITIES$1,000
AMERICAN CIVIL LIBERITES UNION
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCCHARITIES$4,000
ARTSQUEST FOUNDATION
25 WEST THIRD STREETBETHLEHEMPA18015NONEPCCHARITIES$2,500
BEST INC
PO BOX 3250BETHLEHEMPA18017NONEPCCHARITIES$1,800
BEST SCHOLARS
345 BEAVER RUN DRIVENAZARETHPA18064NONEPCSCHOLARSHIP$6,000
BALLET GUILD OF LEHIGH VALLEY
556 MAIN STREETBETHLEHEMPA18018NONEPCCHARITIES$1,000
BETHLEHEM CATHOLIC HIGH SCHOOL
2133 MADISON AVENUEBETHLEHEMPA18017NONEPCSCHOLARSHIP$100
BIG BROTHERS BIG SISTERS OF THE LV
41 S CARLISLE STALLENTOWNPA18109NONEPCCHARITIES$250
BNAI SHALOM
1545 BUSHKILL STEASTONPA18042NONEPCCHARITIES$2,955
BOYS & GIRLS CLUB OF EASTON
PO BOX 741EASTONPA180440741NONEPCCHARITIES$5,657
BOYS & GIRLS CLUB OF SARASOTA
1045 GULF OF MEXICO UNIT 602LONGBOAT KEYFL34228NONEPCCHARITIES$1,000
C FLOWERS
C/O 2851 BAGLYOS CIRCLE 200BETHLEHEMPA18020NONEISCHOLARSHIP$500
CAY GALON LIFE HOUSE
714 W BROAD STBETHLEHEMPA18018NONEPCCHARITIES$250
CENTER FOR ANIMAL WELFARE
1165 ISLAND PARK ROADEASTONPA18042NONEPCCHARITIES$100
EAGLE SCOUT TROOP 302
C/O 5535 KAREN DRIVEBETHLEHEMPA18017NONEPCCHARITIES$80
EASTON AREA COMMUNITY CENTER
902 PHILADELPHIA ROADEASTONPA18042NONEPCCHARITIES$1,500
EASTON POLICE BICYCLE FUNDRAISER
48 N 4TH STREETEASTONPA18042NONEPCCHARITIES$718
FOUNDATION FOR BASD
PO BOX 646BETHLEHEMPA18016NONEPCCHARITIES$2,500
GREATER VALLEY YMCA
1225 W LAFAYETTE STEASTONPA18042NONEPCCHARITIES$250
GULF COAST SCHOLASTIC CLAY PROGRAM
41 SOUTH CREEK DRIVEOSPREYFL34229NONEPCCHARITIES$500
HABITAT FOR HUMANITY OF LEHIGH VALLEY
245 N GRAHAM STALLENTOWNPA18109NONEPCCHARITIES$250
HALO
1330 BOYLSTON STCHESTNUT HILLMA02467NONEPCCHARITIES$500
JEWISH FAMILY SERVICE
2004 WEST ALLEN STREETALLENTOWNPA18104NONEPCCHARITIES$500
JEWISH FEDERATION OF LEHIGH VALLEY
702 N 22ND STREETALLENTOWNPA181043904NONEPCCHARITIES$10,000
LEHIGH CARBON COMMUNITY COLLEGE
4525 EDUCATION PARK DRSCHNECKSVILLEPA18078NONEPCSCHOLARSHIP$1,460
LEHIGH VALLEY JEWISH FOUNDATION
702 NORTH 22ND STREETALLENTOWNPA181043904NONEPCCHARITIES$25,000
LEHIGH VALLEY JUSTICE INSTITUTE
100 N 3RD ST STE 504EASTONPA18042NONEPCCHARITIES$250
LEUKEMIA & LYMPHOMA SOCIETY
5540 DAISY LANECOOPERSBURGPA18036NONEPCCHARITIES$500
LYCOMING COLLEGE
ONE COLLEGE PLACEWILLIAMSPORTPA17701NONEPCSCHOLARSHIP$100
MINSI TRAIL COUNCIL BSA
PO BOX 20624LEHIGH VALLEYPA180020624NONEPCCHARITIES$800
NATIONAL WWII MUSEUM
PO BOX 758571TOPEKAKS666758571NONEPCCHARITIES$150
NCBA CHARITABLE FOUNDATION
155 S 9TH STREETEASTONPA18042NONEPCCHARITIES$500
NCC FOUNDATION
3835 GREEN POND ROADBETHLEHEMPA18017NONEPCCHARITIES$500
NEW BETHANY MINISTRIES
333 W FOURTH STREETBETHLEHEMPA18015NONEPCCHARITIES$3,000
NORTHEAST COMMUNITY CENTER
PO BOX 1463BETHLEHEMPA18106NONEPCCHARITIES$4,500
PBS LEADERSHIP SOCIETY
839 SESAME STREETBETHLEHEMPA18015NONEPCCHARITIES$2,000
PEACEABLE KINGDOM
1049 MACARTHUR ROADWHITEHALLPA18052NONEPCCHARITIES$250
PENN STATE LEHIGH VALLEY CAMPUS
2809 SAUCON VALLEY ROADCENTER VALLEYPA18034NONEPCCHARITIES$4,500
PINK PUMPKINS
C/O 3614 LEHIGH STWHITEHALLPA18052NONEPCCHARITIES$1,500
QUAKERTOWN BOOSTER CLUB
600 PARK AVEQUAKERTOWNPA18951NONEPCCHARITIES$125
S CRIVELLARA
C/O 424 WARRIOR LANEEASTONPA18042NONEISCHOLARSHIP$100
SARASOTA ART MUSEUM
1001 S TAMIAMI TRAILSARASOTAFL34236NONEPCCHARITIES$250
SARASOTA BOXING CLUB
PO BOX 53272SARASOTAFL34232NONEPCCHARITIES$250
SAUCON VALLEY COMMUNITY CENTER
323 NORTHAMPTON STHELLERTOWNPA18055NONEPCCHARITIES$375
SAVE VENICE INC
133 E 58TH ST STE 501NEW YORKNY10022NONEPCCHARITIES$500
ST FRANCIS RETREAT HOUSE
3918 CHIPMAN ROADEASTONPA180453014NONEPCCHARITIES$150
THE ATHLIFE FOUNDATION
273 MAIN STHUNTINGTONNY11743NONEPCCHARITIES$2,500
THE GUY BOCK SCHOLARSHIP FUND
1 STATELINER BLVDPHILLIPSBURGNJ08865NONEPCSCHOLARSHIP$1,000
UAW TOY DRIVE
C/O 8000 E JEFFERSON AVEDETROITMI48214NONEPCCHARITIES$3,000
UNITED STATES HOLOCAUST MEM MUSEUM
PO BOX 1568MERRIFIELDVA221161568NONEPCCHARITIES$250
UNITED WAY OF GREATER LV
1110 AMERICAN PARKWAY NEALLENTOWNPA181099137NONEPCCHARITIES$10,200
VARIOUS
C/O 2851 BAGLYOS CIRCLE 200BETHLEHEMPA18020NONEPCCHARITIES$2,201
WESTCOAST BLACK THEATRE TROUPE
1343 MAIN STREET 402SARASOTAFL34236NONEPCCHARITIES$1,080
WORLD WAR II VETERANS COMMITTEE
PO BOX 1823MERRIFIELDVA221168023NONEPCCHARITIES$100
YMCA LEE GILMAN FUNDRAISER
1524 W LINDEN ST STE 209ALLENTOWNPA18102NONEPCCHARITIES$308
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$111,309TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,177ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,578ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,755ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,755TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
MARTIN D COHEN
12851 BAGLYOS CIRCLE STE 200BETHLEHEMPA18020$51,975Yes (X)
MARTIN D COHEN
22851 BAGLYOS CIRCLE STE 200BETHLEHEMPA18020$33,550Yes (X)
MARTIN D COHEN
32851 BAGLYOS CIRCLE STE 200BETHLEHEMPA18020$14,915Yes (X)
MARTIN D COHEN
42851 BAGLYOS CIRCLE STE 200BETHLEHEMPA18020$18,990Yes (X)
MARTIN D COHEN
52851 BAGLYOS CIRCLE STE 200BETHLEHEMPA18020$34,811Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
12500 SHARES BANK OF CALIFORNIA$51,9752021-11-02
210 SHARES CALL ABBVIE$33,5502021-12-28
350 SHARES BERKSHIRE$14,9152021-12-28
4500 SHARES BLACKROCK$18,9902021-12-28
573 SHARES SPDR S&P 500 ETF$34,8112021-12-28

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,995Amt
Net Investment Income$1,997NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,998DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY INVESTMENTSStockNm
EOY Book Value$406,464EOYBookValueAmt
EOYFMV$606,625EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemABERNATHY GROUP GROWTHCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$405BookValueAmt
EOYFMV$405EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRECEIVABLE - OTHERDesc
BOY Book Value$18,617BOYBookValueAmt
EOY Book Value$597EOYBookValueAmt
EOYFMV$597EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE$512$0$0
INVESTMENT DEDUCTIONS$605$605$0
OUTSIDE SERVICES$30,751$0$30,751

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED INCOME/LOSSDesc
Amt$176Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES ON NET INVESTMENT INCOMECategoryTxt
Amt$887Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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