LUBEN COHEN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LUBEN COHEN FAMILY FOUNDATION (EIN 25-6869915)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349102621
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T09:59:16-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650406502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DASZKAL BOLTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 N MILITARY TRAIL 201 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334584828 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256869915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LU-BEN COHEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LU-B | BusinessNameControlTxt |
| Phone | 4843207805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 RADNOR CORP CTR NO 105 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN COHEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4843207805 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BENJAMIN | PersonFirstNm |
| Person Last | COHEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY R DEVLIN | PreparerPersonNm |
| PTIN | P01210812 | PTIN |
| Phone | 5613671040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,109,047 | 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 | $20,563 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $372,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,702 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $101 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,838 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,338 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,439 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $309,962 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $309,962 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,439 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $313,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$302,438 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,263 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,546 | CashBOYAmt |
| Cash EOY | $44,531 | CashEOYAmt |
| Cash EOYFMV | $44,531 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,029 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,029 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $734,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $169,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $197,154 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,227,342 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,227,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $854,333 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,027,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,454,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,109,047 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,027,154 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,454,137 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,027,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,454,137 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,027,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,454,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,027,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$302,438 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,724,716 | SubtotalAmt |
| Other Decreases | $270,579 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,454,137 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $372,205 | $375,833 | -$3,628 | -$3,628 |
| CAPITAL GAINS DIVIDENDS | P | $380 | $380 | $380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,248 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,146 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,146 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,101 | OverpaymentAmt |
| Applied To ES Tax | $1,000 | AppliedToESTaxAmt |
| Refund | $5,101 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BEN COHEN | IndividualWithBooksNm |
| Phone | 4843207805 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 RADNOR CORPORATE CENTER SUITE 105 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BEN COHEN | ||||||||
| 1350 FENIMORE LANE | GLADWYNE | PA | 19036 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LOUIS COHEN | ||||||||
| 1520 ISLAND BLVD | AVENTURA | FL | 33160 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARCIA COHEN | ||||||||
| 3760 NORTH EAST 199TH TERRACE | AVENTURA | FL | 33180 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PHILIP COHEN | ||||||||
| 3760 NORTH EAST 199TH TERRACE | AVENTURA | FL | 33180 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $268,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $347,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $347,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $342,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45 | TotalTaxAmt |
| Distributable Before Adj | $17,073 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,073 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,073 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $313,462 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $313,462 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $313,462 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $79,911 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,161,977 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,621 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,331,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $313,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,073 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $296,389 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,627,594 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,627,594 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,911 | ExcessFromYear4Amt |
| Excess From Year3 | $1,161,977 | ExcessFromYear3Amt |
| Excess From Year2 | $56,621 | ExcessFromYear2Amt |
| Excess From Year1 | $32,696 | ExcessFromYear1Amt |
| Excess From Current Year | $296,389 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARCIA COHEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ENDURANCE REAL ESTATE 4 RANDOR | AddressLine1Txt |
| Address Line2 | CORPORATE CENTER | AddressLine2Txt |
| City | S RANDNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6105258836 | RecipientPhoneNum |
| Form And Info And Materials | LETTER SHOULD INCLUDE REQUESTED AMOUNT AND PROPOSED USE FOR CONTRIBUTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 3300 PGA BOULEVARD 970 | WEST PALM BEACH | FL | 33410 | 501(C)(3) | MAGEN DAVID ADOM IS AN ORGANIZATION OF TRAINED VOLUNTEER AND PROFESSIONAL MEDICAL RESPONDERS MANDATED BY THE ISRAELI GOVERNMENT TO PROVIDE THE NATION'S PRE-HOSPITAL EMERGENCY MEDICAL CARE, INCLUDING DISASTER, AMBULANCE AND BLOOD SERVICES. | $10,000 |
| HUMANE SOCIETY OF GREATER MIAMI | ||||||
| 16101 WEST DIXIE HIGHWAY | NORTH MIAMI BEACH | FL | 33160 | 501(C)(3) | TO ELIMINATE CRUELTY TOWARDS ANIMALS. | $350 |
| JAFCO | ||||||
| 4200 N UNIVERSITY DR | FORT LAUDERDALE | FL | 33351 | 501(C)(3) | TO PROVIDE SUPPORT FOR JEWISH ADOPTION AND FOSTER CARE OPTIONS. | $2,800 |
| JEWISH RELIEF AGENCY | ||||||
| 10980 DUTTON RD | PHILADELPHIA PA | PA | 19154 | 501(C)(3) | TO SUPPORT THE ORGANIZATION'S MISSION TO SERVE LOW-INCOME INDIVIDUALS BY RELIEVING HUNGER, IMPROVING LIVES, AND STRENGTHENING THE COMMUNITY. | $5,000 |
| MT SINAI HOSPITAL MIAMI | ||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | 501(C)(3) | GENERAL FUND TO SUPPORT THE MEDICAL CARE PROVIDED AT MT. SINAI HOSPITAL. | $110,000 |
| THE WILLIE & CELIA TRUMP SYNAGOGUE | ||||||
| 3000 ISLAND BLVD | AVENTURA | FL | 33160 | 501(C)(3) | TO PROVIDE SUPPORT TO JUDAISM THAT CAN THRIVE AND PROSPER IN THE COMMUNITY. | $1,650 |
| REIMBURSE ISRAEL | ||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | 501(C)(3) | TO FUND CHARITABLE PURPOSE OF ORGANIZATION. | $29,819 |
| CHAI LIFELINE | ||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | 501(C)(3) | TO FUND CHARITABLE PURPOSE OF ORGANIZATION. | $200 |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | 501(C)(3) | TO FUND CHARITABLE PURPOSE OF ORGANIZATION. | $100,000 |
| ALEH ISRAEL FOUNDATION | ||||||
| 5317 13TH AVE | BROOKLYN | NY | 11219 | 501(C)(3) | TO FUND CHARITABLE PURPOSE OF ORGANIZATION. | $50,000 |
| AMERICAN RED CROSS | ||||||
| 1250 NORTHPOINT PARKWAY | WEST PALM BEACH | FL | 33407 | 501(C)(3) | TO FUND CHARITABLE PURPOSE OF ORGANIZATION. | $53 |
| ARTHRITIS FOUNDATION | ||||||
| 400 HIBISCUS ST | WEST PALM BEACH | FL | 33401 | 501(C)(3) | TO FUND CHARITABLE PURPOSE OF ORGANIZATION. | $30 |
| SOUTH FLORIDA PBS | ||||||
| 3401 S CONGRESS AVE | BOYNTON BEACH | FL | 33426 | 501(C)(3) | TO FUND CHARITABLE PURPOSE OF ORGANIZATION. | $60 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $309,962 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,702 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,248 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,454 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,454 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | COHEN CHARITABLE LEAD ANNUITY TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BALA AVE SUTIE 502 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,563 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $20,563 | FairMarketValueAmt |
| Received | 2020-01-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $169,235 | EOYBookValueAmt |
| EOYFMV | $197,154 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE POLICY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,227,342 | BookValueAmt |
| EOYFMV | $854,333 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $270,579 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $2,338 | $2,338 | $0 |
| LIFE POLICY REVIEWER LLC | $1,500 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $101 | $101 | $0 |
| FEDERAL TAX PAYMENTS | $8,054 | $0 | $0 |
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