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MARTIN D COHEN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MARTIN D COHEN FAMILY FOUNDATION (EIN 23-2294358)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-19
IRS object ID
202142929349100304
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-19T07:49:43-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-10-18SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$506,784FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$143,384ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,174DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,174DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$56,620NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$188,631GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$104,275CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$201,178TotalRevAndExpnssAmt
Total Net Invst Incm$105,449TotalNetInvstIncmAmt
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$3,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,325AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,325AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$800TaxesRevAndExpnssAmt
Taxes Net Invst Incm$800TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$32,488OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$65OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$31,400OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,263TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,190TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$32,725TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$126,859ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$126,859ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$164,122TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,190TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$159,584TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,056ExcessRevenueOverExpensesAmt
Net Investment Income$103,259NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,178SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,418SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,418SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$314,593CorporateStockBOYAmt
Corporate Stock EOY$325,760CorporateStockEOYAmt
Corporate Stock EOYFMV$447,408CorporateStockEOYFMVAmt
Other Investments BOY$22,252OtherInvestmentsBOYAmt
Other Investments EOY$341OtherInvestmentsEOYAmt
Other Investments EOYFMV$341OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$18,617OtherAssetsEOYAmt
Other Assets EOYFMV$18,617OtherAssetsEOYFMVAmt
Total Assets BOY$353,023TotalAssetsBOYAmt
Total Assets EOY$385,136TotalAssetsEOYAmt
Total Assets EOYFMV$506,784TotalAssetsEOYFMVAmt
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$353,023RetainedEarningBOYAmt
Retained Earning EOY$385,136RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$353,023TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$385,136TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$353,023TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$385,136TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$353,023TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,056ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$390,079SubtotalAmt
Other Decreases$4,943OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$385,136TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$186,134$83,694$102,440$102,440
ABERNATHY GROWTH PASSTHROUGHP$1,654$1,654$1,654
PUBLICLY TRADED SECURITIESP$662-$662-$662
CAPITAL GAINS DIVIDENDSP$843$843$843
FieldValueIRS element (for citing)
Capital Gain Net Income$104,275CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,435InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,435SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,435TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$548EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,048TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$613OverpaymentAmt
Applied To ES Tax$613AppliedToESTaxAmt
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$600Expenses1Amt
Description2CONTRIBUTIONS TO CHARITIESDescription2Txt
Expenses2$126,259Expenses2Amt

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$328,691AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,298AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$356,989TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$356,989AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,355CashDeemedCharitableAmt
Net Vl Noncharitable Assets$351,634NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,582MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,582MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,435TaxBasedOnInvestmentIncomeAmt
Total Tax$1,435TotalTaxAmt
Distributable Before Adj$16,147DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$16,147DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$16,147DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$159,584ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$159,584QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$159,584AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,147DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$295,423ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$126,492ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$108,049ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$121,980ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$144,701ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$796,645TotalExcessDistributionCyovAmt
Qualifying Distributions$159,584QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,147AppliedToCurrentYearAmt
Remaining Distri From Corpus$143,437RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$940,082TotalCorpusAmt
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$295,423ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$644,659ExcessDistriCyovToNextYrAmt
Excess From Year4$126,492ExcessFromYear4Amt
Excess From Year3$108,049ExcessFromYear3Amt
Excess From Year2$121,980ExcessFromYear2Amt
Excess From Year1$144,701ExcessFromYear1Amt
Excess From Current Year$143,437ExcessFromCurrentYearAmt

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 (88 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL FAITHS FOOD BANK
8171 BLAIKIE COURTSARASOTAFL34240NONEPCCHARITIES$1,000
ALLENTOWN RESCUE MISSION
355 W HAMILTON STREETALLENTOWNPA18101NONEPCCHARITIES$1,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPCCHARITIES$1,000
ARNOLDS MARKET FOOD BANK
1776 FRIEDENSVILLE ROADBETHLEHEMPA18015NONEPCCHARITIES$2,000
ARTSQUEST FOUNDATION
25 WEST THIRD STREETBETHLEHEMPA18015NONEPCCHARITIES$5,000
BALLET GUILD OF LEHIGH VALLEY
556 MAIN STREETBETHLEHEMPA18018NONEPCCHARITIES$1,000
BASEBALL FOR SPECIAL PEOPLE
16 SOUTH HELLERTOWN AVEQUAKERTOWNPA18951NONEPCCHARITIES$200
ALLENTOWN SCHOOL DISTRICT FOUNDATION
31 SO PENN STALLENTOWNPA18102NONEPCCHARITIES$550
AMERICAN CIVIL LIBERITES UNION
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCCHARITIES$2,000
BELLA-REED PIT BULL RESCUE
PO BOX 21SOUTHAMPTONPA18966NONEPCCHARITIES$500
BETHLEHEM SHRINE CLUB
6372 SULLIVAN TRAILWIND GAPPA18091NONEPCCHARITIES$150
BETHLEHEM TOWNSHIP COMMUNITY CENTER
900 FARMERSVILLE ROADBETHLEHEMPA18020NONEPCCHARITIES$500
BOYS & GIRLS CLUB OF SARASOTA
1045 GULF OF MEXICO UNIT 602LONGBOAT KEYFL34228NONEPCCHARITIES$1,500
CAMELOT FOR CHILDREN
2354 W EMMAUS AVEALLENTOWNPA18103NONEPCCHARITIES$500
CAMP FREEDOM
2750 LIMESTONE STCOPLAYPA18037NONEPCCHARITIES$1,350
CATHOLIC CHARITIES
900 SOUTH WOODWARD STREETALLENTWONPA18103NONEPCCHARITIES$500
COPS N KIDS LITERACY PROGRAM
PO BOX 1906BETHLEHEMPA180161906NONEPCCHARITIES$250
CROOKED RAW FARM
3245 PA ROUTE 309OREFIELDPA18069NONEPCCHARITIES$2,700
DEATH WITH DIGNITY NATIONAL CENTER
520 SW 6TH AVE 1220PORTLANDOR972041510NONEPCCHARITIES$150
DEWEY FIRE CO
502 DURHAM STHELLERTOWNPA18055NONEPCCHARITIES$100
EASTON AREA NEIGHBORHOOD CENTER
902 PHILADELPHIA ROADEASTONPA18042NONEPCCHARITIES$100
FAMILY CONNECTION OF EASTON
723 COAL STREETEASTONPA18042NONEPCCHARITIES$1,000
FOUNDATION FOR BASD
PO BOX 646BETHLEHEMPA18016NONEPCCHARITIES$2,000
FUND TO BENEFIT CHILDREN & YOUTH
900 EAST ELM STREETALLENTOWNPA18109NONEPCCHARITIES$1,250
GIRL SCOUTS OF EASTERN PA
330 MANOR ROADMIQUONPA19444NONEPCCHARITIES$250
GRACIE SWAN FOUNDATION
510 BAY ISLES ROADLONGBOAT KEYFL34228NONEPCCHARITIES$150
GREATER VALLEY YMCA
1225 W LAFAYETTE STEASTONPA18042NONEPCCHARITIES$1,000
GULF COAST SCHOLASTIC CLAY PROGRAM
41 SOUTH CREEK DRIVEOSPREYFL34229NONEPCCHARITIES$1,000
HABITAT FOR HUMANITY OF LEHIGH VALLEY
245 N GRAHAM STALLENTOWNPA18109NONEPCCHARITIES$250
HALO
1330 BOYLSTON STCHESTNUT HILLMA02467NONEPCCHARITIES$250
HELLERTOWN HISTORICAL SOCIETY
150 WEST WALNUT STHELLERTOWNPA18055NONEPCCHARITIES$150
HELLERTOWN SPORTSMEN'S ASSOC
2170 CHELSEA LANEHELLERTOWNPA18055NONEPCCHARITIES$250
HISTORIC BETHLEHEM MUSEUM & SITES
74 W BROAD ST 260BETHLEHEMPA18018NONEPCCHARITIES$250
JEWISH FAMILY SERVICE
2004 WEST ALLEN STREETALLENTOWNPA18104NONEPCCHARITIES$250
JEWISH FEDERATION OF LEHIGH VALLEY
702 N 22ND STREETALLENTOWNPA181043904NONEPCCHARITIES$11,500
LEHIGH UNIVERSITY ATHLETIC DEPT
622 BRODHEAD AVEBETHLEHEMPA18015NONEPCCHARITIES$2,500
LEHIGH VALLEY ARTS COUNCIL
840 HAMILTON STREET 201ALLENTOWNPA18101NONEPCCHARITIES$100
LEHIGH VALLEY HERITAGE MUSEUM
PO BOX 4057ALLENTOWNPA18105NONEPCCHARITIES$250
LEHIGH VALLEY JEWISH FOUNDATION
702 NORTH 22ND STREETALLENTOWNPA181043904NONEPCCHARITIES$25,000
LGBT
522 WEST MAPLE STALLENTOWNPA18101NONEPCCHARITIES$1,000
MEALS ON WHEELS OF LEHIGH COUNTY
4234 DORNEY PARK ROADALLENTOWNPA18104NONEPCCHARITIES$200
MEALS ON WHEELS OF NORTHAMPTON COUNTY
4240 FRITICH DRIVEBETHLEHEMPA18020NONEPCCHARITIES$200
MINSI TRAIL COUNCIL BSA
PO BOX 20624LEHIGH VALLEYPA180020624NONEPCCHARITIES$500
MIRACLE LEAGUE OF NORTHAMPTON COUNTY
PO BOX 3424PALMERPA180433424NONEPCCHARITIES$250
MORAVIAN COLLEGE
1200 MAIN STREETBETHLEHEMPA180186650NONEPCCHARITIES$2,500
MUHLENBERG COLLEGE
2400 CHEW STREETALLENTOWNPA181045586NONEPCCHARITIES$2,500
NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
PO BOX 39903PHILADELPHIAPA191069860NONEPCCHARITIES$100
NATIONAL MUSEUM OF INDUSTRIAL HISTORY
511 EAST THIRD ST 270BETHLEHEMPA18015NONEPCCHARITIES$150
NCBA CHARITABLE FOUNDATION
155 S 9TH STREETEASTONPA18042NONEPCCHARITIES$1,500
NCC FOUNDATION
3835 GREEN POND ROADBETHLEHEMPA18017NONEPCCHARITIES$500
NEW BETHANY MINISTRIES
333 W FOURTH STREETBETHLEHEMPA18015NONEPCCHARITIES$100
NORTHAMPTON COMMUNITY COLLEGE
3835 GREEN POND ROADBETHLEHEMPA18020NONEPCCHARITIES$3,500
NORTHEAST COMMUNITY CENTER
PO BOX 1463BETHLEHEMPA18106NONEPCCHARITIES$6,000
PBS LEADERSHIP SOCIETY
839 SESAME STREETBETHLEHEMPA18015NONEPCCHARITIES$1,000
PEDIATRIC CENTER FDN OF LEHIGH VALLEY
25 WEST THIRD STREETBETHLEHEMPA18015NONEPCCHARITIES$250
PENN STATE (RENAISSANCE FUND)
2809 SAUCON VALLEY ROADCENTER VALLEYPA18034NONEPCCHARITIES$2,500
PENN STATE UNIVERISTY
ONE OLD MAINUNIVERSITY PARKPA16802NONEPCCHARITIES$7,500
PLANNED PARENTHOOD
PO BOX 813TREXLERTOWNPA18087NONEPCCHARITIES$1,000
PROJECT
320 FERRY STEASTONPA18042NONEPCCHARITIES$500
RAMOS SCHOOL
1430 WEST ALLEN STREETALLENTOWNPA18102NONEPCCHARITIES$497
SARASOTA BOXING CLUB
PO BOX 53272SARASOTAFL34232NONEPCCHARITIES$1,000
SEASON OF SHARING
2635 FRUITVILLE ROADSARASOTAFL34237NONEPCCHARITIES$500
SECOND HARVEST FOOD BANK
6969 SILVER CREST ROADNAZARETHPA18064NONEPCCHARITIES$250
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104NONEPCCHARITIES$2,000
SPECIAL HOCKEY OF THE LV
PO BOX 538CENTER VALLEYPA18034NONEPCCHARITIES$500
ST BENEDICT'S PREPARATORY
520 DR MARTIN KING BLVDNEWARKNJ07102NONEPCCHARITIES$100
ST FRANCIS RETREAT HOUSE
3918 CHIPMAN ROADEASTONPA180453014NONEPCCHARITIES$100
STILL STRONG FOUNDATION
3333 E LANCASTER AVENUEWYNNEWOODPA19096NONEPCCHARITIES$250
TEMPLE UNIV STUDENT EMERGENCY AID FUND
100 SULLIVAN HALL 1330 POLETT WALKPHILADELPHIAPA19122NONEPCCHARITIES$1,000
TEMPLE UNIVERSITY
1719 NORTH BORAD STPHILADELPHIAPA19122NONEPCCHARITIES$2,500
THE FOUNDATION FOR EASTON SCHOOLS
1801 BUSHKILL DRIVEEASTONPA18040NONEPCCHARITIES$150
THE JEWISH FEDERATION OF SARASOTA-MANATEE
580 MCINTOSH ROADSARASOTAFL34232NONEPCCHARITIES$1,250
THE LITERACY CENTER
1132 HAMILTON STREET 300ALLENTOWNPA18101NONEPCCHARITIES$100
THIRD STREET ALLIANCE
41 NORTH THIRD STREETEASTONPA18042NONEPCCHARITIES$250
TRUMAN LIBRARY INSTITUTE
PO BOX 1891MERRIFIELDVA221168091NONEPCCHARITIES$500
TRUTH FOR WOMEN
3400 BATH PIKE 103BETHLEHEMPA18017NONEPCCHARITIES$100
TUSKEGEE AIRMEN NAT'L HIST MUSEUM
PO BOX 1808MERRIFIELDVA221168008NONEPCCHARITIES$100
UNITED STATE HOLOCAUST MEM MUSEUM
PO BOX 1568MERRIFIELDVA221161568NONEPCCHARITIES$250
UNITED WAY OF GREATER LV
1110 AMERICAN PARKWAY NEALLENTOWNPA181099137NONEPCCHARITIES$1,000
VARIOUS
C/O 2851 BAGLYOS CIRCLE 200BETHLEHEMPA18020NONEPCCHARITIES$8,712
VIA OF THE LEHIGH VALLEY INC
336 SPRUCE STREETBETHLEHEMPA18018NONEPCCHARITIES$250
VICTORY HOUSE OF LEHIGH VALLEY
314 FILLMORE STREETBETHLEHEMPA18018NONEPCCHARITIES$250
WESTCOAST BLACK THEATRE TROUPE
1343 MAIN STREET 402SARASOTAFL34236NONEPCCHARITIES$2,000
WILLIAMETTE WEEKS'S GIVE GUIDE
1500 SW PARK AVE 301PORTLANDOR97201NONEPCCHARITIES$1,000
WORLD JEWISH CONGRESS
501 MADISON AVENEW YORKNY10022NONEPCCHARITIES$250
WORLD WAR II VETERANS COMM
PO BOX 1823MERRIFIELDVA221168023NONEPCCHARITIES$200
LEHIGH UNIVERSITY BOOKSTORE
C/O 2851 BAGLYOS CIRCLE 200BETHLEHEMPA18020NONEISCHOLARSHIPS$100
H STEIDINGER
C/O 2851 BAGLYOS CIRCLE 200BETHLEHEMPA18020NONEISCHOLARSHIPS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$126,859TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,174ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$56,620ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$57,794ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,794TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
MARTIN D COHEN
12851 BAGLYOS CIRCLE STE 200BETHLEHEMPA18020$100,750Yes (X)
MARTIN D COHEN
22851 BAGLYOS CIRCLE STE 200BETHLEHEMPA18020$30,425Yes (X)
MARTIN D COHEN
32851 BAGLYOS CIRCLE STE 200BETHLEHEMPA18020$10,047Yes (X)
MARTIN D COHEN
42851 BAGLYOS CIRCLE STE 200BETHLEHEMPA18020$1,486Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmt
16000 SHARES CALIFORNIA BANCORP$100,750
25 SHARES CALL BABA$30,425
3100 SHARES PELOTON$10,047

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$3,975Amt
Net Investment Income$1,325NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,325DisbursementsCharitablePrpsAmt

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$325,760EOYBookValueAmt
EOYFMV$447,408EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemABERNATHY GROUP GROWTHCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$341BookValueAmt
EOYFMV$341EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRECEIVABLE - OTHERDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$18,617EOYBookValueAmt
EOYFMV$18,617EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED INCOME/LOSSDesc
Amt$4,943Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE$1,023$0$0
INVESTMENT DEDUCTIONS$65$65$0
OUTSIDE SERVICES$31,400$0$31,400

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES ON NET INVESTMENT INCOMECategoryTxt
Amt$800Amt
Net Investment Income$800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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