LUBEN COHEN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LUBEN COHEN FAMILY FOUNDATION (EIN 25-6869915)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349103513
- Schema version
- 2019v5.1
- 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 Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:38:10-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEANA M LOVE | PreparerPersonNm |
| PTIN | P00231755 | PTIN |
| Phone | 5613671040 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.135.94.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 16:32:58 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0BE67F24EEB4F135AADA080A4F31430E9F0E5452 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2F9284F3DF78E3E2589687860FA8EAF36296AD1C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,436,715 | 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 | $273,630 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,135 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,135 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,808 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $426,843 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,808 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $468,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194,943 | 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 | $3,654 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,654 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,808 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $367 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,497 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,497 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,654 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,182 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $363,086 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,079 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,515 | CashBOYAmt |
| Cash EOY | $27,546 | CashEOYAmt |
| Cash EOYFMV | $27,546 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,630 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $400,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $734,636 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $517,206 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,227,342 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,227,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $854,333 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,664,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,027,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,436,715 | 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 | $1,664,068 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,027,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,664,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,027,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,664,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,027,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,664,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $363,086 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,027,154 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,027,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (131 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1.682 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2018-01-31 | 2019-01-10 | $18 | $18 | $0 | $0 |
| 23.349 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2018-02-05 | 2019-01-10 | $249 | $254 | -$5 | -$5 |
| 30 SHS OF ISHARES INC CORE MSCI EMERGING MKTS ETF | P | 2018-02-15 | 2019-01-10 | $1,471 | $1,771 | -$300 | -$300 |
| 16.176 SHS OF ISHARES INC CORE MSCI EMERGING MKTS ETF | P | 2018-03-09 | 2019-01-10 | $793 | $962 | -$169 | -$169 |
| 11 SHS OF ISHARES INC MSCI JAPN SMCETF | P | 2018-02-05 | 2019-01-10 | $749 | $891 | -$142 | -$142 |
| 48 SHS OF ISHARES INC MSCI JAPN SMCETF | P | 2018-03-09 | 2019-01-10 | $3,270 | $3,866 | -$596 | -$596 |
| 0.483 SHS OF ISHARES INC MSCI JAPN SMCETF | P | 2018-02-05 | 2019-01-14 | $33 | $37 | -$4 | -$4 |
| 0.348 SHS OF ISHARES INC MSCI JAPN SMCETF | P | 2018-06-21 | 2019-01-14 | $24 | $27 | -$3 | -$3 |
| 175 SHS OF ISHARES MSCI EUROZONE ETF | P | 2018-03-09 | 2019-01-10 | $6,375 | $7,724 | -$1,349 | -$1,349 |
| 5.996 SHS OF ISHARES MSCI EUROZONE ETF | P | 2018-06-21 | 2019-01-10 | $218 | $247 | -$29 | -$29 |
| 0.238 SHS OF ISHARES MSCI EUROZONE ETF | P | 2018-12-20 | 2019-01-10 | $9 | $8 | $1 | $1 |
| 4.327 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2018-12-20 | 2019-12-09 | $279 | $237 | $42 | $42 |
| 193 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2019-01-10 | 2019-12-09 | $12,431 | $11,090 | $1,341 | $1,341 |
| 241 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2019-01-24 | 2019-12-09 | $15,522 | $13,889 | $1,633 | $1,633 |
| 14.246 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2019-06-19 | 2019-12-09 | $918 | $864 | $54 | $54 |
| 0.621 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2019-06-19 | 2019-12-11 | $40 | $38 | $2 | $2 |
| 57.762 SHS OF PIMCO INTL BD U.S. DOLLAR-HEDGED INST | P | 2018-05-02 | 2019-01-10 | $616 | $620 | -$4 | -$4 |
| 204 SHS OF VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | P | 2019-01-10 | 2019-06-27 | $12,427 | $12,256 | $171 | $171 |
| 96 SHS OF VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | P | 2019-01-24 | 2019-06-27 | $5,848 | $5,770 | $78 | $78 |
| 0.622 SHS OF VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | P | 2019-02-05 | 2019-06-27 | $38 | $38 | $38 | |
| 0.554 SHS OF VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | P | 2019-03-05 | 2019-06-27 | $34 | $33 | $1 | $1 |
| 0.628 SHS OF VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | P | 2019-04-03 | 2019-06-27 | $38 | $38 | $0 | $0 |
| 0.595 SHS OF VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | P | 2019-05-03 | 2019-06-27 | $36 | $36 | $0 | $0 |
| 0.601 SHS OF VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | P | 2019-06-05 | 2019-06-27 | $37 | $37 | $0 | $0 |
| 0.018 SHS OF VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | P | 2019-06-05 | 2019-07-01 | $1 | $1 | $0 | $0 |
| 8 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2018-02-05 | 2019-01-10 | $624 | $631 | -$7 | -$7 |
| 0.121 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2018-02-05 | 2019-01-10 | $9 | $10 | -$1 | -$1 |
| 0.136 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2018-03-05 | 2019-01-10 | $11 | $11 | $0 | $0 |
| 134 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2018-03-09 | 2019-01-10 | $10,459 | $10,496 | -$37 | -$37 |
| 0.490 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2018-04-04 | 2019-01-10 | $38 | $38 | $0 | $0 |
| 0.391 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2018-07-05 | 2019-01-10 | $31 | $31 | $0 | $0 |
| 0.428 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2018-08-03 | 2019-01-10 | $33 | $33 | $0 | $0 |
| 0.414 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2018-09-06 | 2019-01-10 | $32 | $32 | $0 | $0 |
| 0.372 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2018-12-06 | 2019-01-10 | $29 | $29 | $0 | $0 |
| 0.011 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2018-12-06 | 2019-01-14 | $1 | $1 | $0 | $0 |
| 12.508 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2017-01-23 | 2019-01-10 | $133 | $138 | -$5 | -$5 |
| 10.523 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2017-02-05 | 2019-01-10 | $112 | $114 | -$2 | -$2 |
| 242.495 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2017-06-23 | 2019-01-10 | $2,583 | $2,687 | -$104 | -$104 |
| 2.151 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2017-06-30 | 2019-01-10 | $23 | $24 | -$1 | -$1 |
| 2.030 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2017-07-31 | 2019-01-10 | $22 | $22 | $0 | $0 |
| 1.983 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2017-08-31 | 2019-01-10 | $21 | $22 | -$1 | -$1 |
| 1.749 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2017-11-30 | 2019-01-10 | $19 | $19 | $0 | $0 |
| 1.851 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2017-12-29 | 2019-01-10 | $20 | $20 | $0 | $0 |
| 3.920 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2016-08-23 | 2019-06-27 | $43 | $44 | -$1 | -$1 |
| 5.563 SHS OF DOUBLELINE CORE FIXED INCOME CLASS I | P | 2017-01-23 | 2019-06-27 | $62 | $61 | $1 | $1 |
| 16 SHS OF ISHARES INC CORE MSCI EMERGING MKTS ETF | P | 2017-06-23 | 2019-01-10 | $785 | $799 | -$14 | -$14 |
| 0.281 SHS OF ISHARES INC CORE MSCI EMERGING MKTS ETF | P | 2017-06-23 | 2019-01-10 | $14 | $14 | $0 | $0 |
| 1.543 SHS OF ISHARES INC CORE MSCI EMERGING MKTS ETF | P | 2017-12-21 | 2019-01-10 | $76 | $86 | -$10 | -$10 |
| 33 SHS OF ISHARES MSCI EUROZONE ETF | P | 2017-06-23 | 2019-01-10 | $1,202 | $1,331 | -$129 | -$129 |
| 1.089 SHS OF ISHARES MSCI EUROZONE ETF | P | 2017-06-23 | 2019-01-10 | $40 | $44 | -$4 | -$4 |
| 0.677 SHS OF ISHARES MSCI EUROZONE ETF | P | 2017-12-21 | 2019-01-10 | $25 | $30 | -$5 | -$5 |
| 0.945 SHS OF ISHARES MSCI EUROZONE ETF | P | 2017-06-23 | 2019-01-14 | $34 | $37 | -$3 | -$3 |
| 5 SHS OF ISHARES TR CORE MSCITOTAL | P | 2018-02-05 | 2019-06-27 | $292 | $322 | -$30 | -$30 |
| 2 SHS OF ISHARES TR EAFE SML CP ETF | P | 2018-02-05 | 2019-06-27 | $114 | $131 | -$17 | -$17 |
| 1 SHS OF ISHARES TR EAFE SML CP ETF | P | 2018-02-05 | 2019-12-09 | $62 | $66 | -$4 | -$4 |
| 7 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2017-06-23 | 2019-06-27 | $428 | $425 | $3 | $3 |
| 15 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2017-06-23 | 2019-12-09 | $966 | $911 | $55 | $55 |
| 0.793 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2017-06-23 | 2019-12-09 | $51 | $48 | $3 | $3 |
| 1.255 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2017-12-21 | 2019-12-09 | $81 | $82 | -$1 | -$1 |
| 28 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2018-02-05 | 2019-12-09 | $1,803 | $1,882 | -$79 | -$79 |
| 257 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2018-03-09 | 2019-12-09 | $16,553 | $17,110 | -$557 | -$557 |
| 6.379 SHS OF ISHARES TRUST CORE MSCI EAFE ETF | P | 2018-06-21 | 2019-12-09 | $411 | $405 | $6 | $6 |
| 2 SHS OF VANGUARD INDEX FDS VANGUARD SMALL CAP GR | P | 2017-06-23 | 2019-01-10 | $321 | $293 | $28 | $28 |
| 3 SHS OF VANGUARD INDEX FDS VANGUARD SMALL CAP GR | P | 2017-06-23 | 2019-12-09 | $586 | $439 | $147 | $147 |
| 8 SHS OF VANGUARD INDEX FDS VANGUARD VALUE ETF FO | P | 2016-08-12 | 2019-12-09 | $943 | $704 | $239 | $239 |
| 0.418 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2017-06-21 | 2019-01-10 | $33 | $33 | $0 | $0 |
| 20.572 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2017-06-23 | 2019-01-10 | $1,606 | $1,648 | -$42 | -$42 |
| 0.128 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2017-07-05 | 2019-01-10 | $10 | $10 | $0 | $0 |
| 0.144 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2017-07-07 | 2019-01-10 | $11 | $11 | $0 | $0 |
| 0.408 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2017-07-09 | 2019-01-10 | $32 | $33 | -$1 | -$1 |
| 0.413 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2017-07-11 | 2019-01-10 | $32 | $33 | -$1 | -$1 |
| 0.145 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2017-08-04 | 2019-01-10 | $11 | $12 | -$1 | -$1 |
| 0.145 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2017-09-07 | 2019-01-10 | $11 | $12 | -$1 | -$1 |
| 0.129 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2017-12-05 | 2019-01-10 | $10 | $10 | $0 | $0 |
| 0.146 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2017-12-28 | 2019-01-10 | $11 | $12 | -$1 | -$1 |
| 0.440 SHS OF VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T | P | 2017-06-23 | 2019-01-14 | $34 | $35 | -$1 | -$1 |
| 13.493 SHS OF WESTERN ASSET CORE BOND FUND CLASS I | P | 2017-01-23 | 2019-01-10 | $165 | $172 | -$7 | -$7 |
| 14.373 SHS OF WESTERN ASSET CORE BOND FUND CLASS I | P | 2017-02-05 | 2019-01-10 | $176 | $178 | -$2 | -$2 |
| 356.918 SHS OF WESTERN ASSET CORE BOND FUND CLASS I | P | 2017-06-23 | 2019-01-10 | $4,372 | $4,511 | -$139 | -$139 |
| 44 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2007-07-26 | 2019-12-09 | $7,774 | $2,750 | $5,024 | $5,024 |
| 4.038 SHS OF VANGUARD INDEX FDS VANGUARD VALUE ETF FO | P | 2008-12-29 | 2019-12-09 | $476 | $160 | $316 | $316 |
| 21.445 SHS OF VANGUARD INDEX FDS VANGUARD VALUE ETF FO | P | 2009-03-31 | 2019-12-09 | $2,529 | $730 | $1,799 | $1,799 |
| 13.188 SHS OF VANGUARD INDEX FDS VANGUARD VALUE ETF FO | P | 2009-06-30 | 2019-12-09 | $1,555 | $527 | $1,028 | $1,028 |
| 254.329 SHS OF VANGUARD INDEX FDS VANGUARD VALUE ETF FO | P | 2009-08-10 | 2019-12-09 | $29,987 | $11,211 | $18,776 | $18,776 |
| 9.052 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2012-03-30 | 2019-01-18 | $1,296 | $637 | $659 | $659 |
| 10.463 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2012-06-29 | 2019-01-18 | $1,498 | $689 | $809 | $809 |
| 10.320 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2012-09-28 | 2019-01-18 | $1,478 | $748 | $730 | $730 |
| 18.150 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2012-12-31 | 2019-01-18 | $2,599 | $1,277 | $1,322 | $1,322 |
| 8.976 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2013-03-28 | 2019-01-18 | $1,285 | $691 | $594 | $594 |
| 10.014 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2013-06-28 | 2019-01-18 | $1,434 | $787 | $647 | $647 |
| 7.654 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2013-09-27 | 2019-01-18 | $1,096 | $653 | $443 | $443 |
| 8.835 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2013-12-31 | 2019-01-18 | $1,265 | $817 | $448 | $448 |
| 6.982 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2014-03-31 | 2019-01-18 | $1,000 | $650 | $350 | $350 |
| 6.614 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2014-06-30 | 2019-01-18 | $947 | $652 | $295 | $295 |
| 5.573 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2014-09-30 | 2019-01-18 | $798 | $556 | $242 | $242 |
| 7.033 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2014-12-29 | 2019-01-18 | $1,007 | $744 | $263 | $263 |
| 5.634 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2015-03-31 | 2019-01-18 | $807 | $611 | $196 | $196 |
| 4.988 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2015-06-26 | 2019-01-18 | $714 | $546 | $168 | $168 |
| 6.342 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2015-09-25 | 2019-01-18 | $908 | $642 | $266 | $266 |
| 7.253 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2015-12-23 | 2019-01-18 | $1,039 | $767 | $272 | $272 |
| 5.713 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2016-03-28 | 2019-01-18 | $818 | $597 | $221 | $221 |
| 5.685 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2016-06-20 | 2019-01-18 | $814 | $604 | $210 | $210 |
| 6.374 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2016-09-16 | 2019-01-18 | $913 | $705 | $208 | $208 |
| 8.854 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2016-12-28 | 2019-01-18 | $1,268 | $994 | $274 | $274 |
| 5.896 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2017-03-29 | 2019-01-18 | $844 | $717 | $127 | $127 |
| 5.043 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2017-06-28 | 2019-01-18 | $722 | $647 | $75 | $75 |
| 5.953 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2017-09-26 | 2019-01-18 | $853 | $782 | $71 | $71 |
| 6.342 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2017-12-26 | 2019-01-18 | $908 | $893 | $15 | $15 |
| 0.093 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2017-12-26 | 2019-01-23 | $13 | $13 | $0 | $0 |
| 961.264 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2007-07-26 | 2019-01-18 | $137,666 | $60,069 | $77,597 | $77,597 |
| 8.824 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2007-09-28 | 2019-01-18 | $1,264 | $574 | $690 | $690 |
| 9.014 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2007-12-27 | 2019-01-18 | $1,291 | $594 | $697 | $697 |
| 8.499 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2008-03-31 | 2019-01-18 | $1,217 | $490 | $727 | $727 |
| 8.826 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2008-06-30 | 2019-01-18 | $1,264 | $525 | $739 | $739 |
| 9.977 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2008-09-30 | 2019-01-18 | $1,429 | $519 | $910 | $910 |
| 16.520 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2008-12-29 | 2019-01-18 | $2,366 | $633 | $1,733 | $1,733 |
| 14.866 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2009-03-31 | 2019-01-18 | $2,129 | $560 | $1,569 | $1,569 |
| 12.616 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2009-06-30 | 2019-01-18 | $1,807 | $551 | $1,256 | $1,256 |
| 9.106 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2009-09-30 | 2019-01-18 | $1,304 | $451 | $853 | $853 |
| 10.615 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2009-12-29 | 2019-01-18 | $1,520 | $570 | $950 | $950 |
| 8.314 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2010-03-31 | 2019-01-18 | $1,191 | $463 | $728 | $728 |
| 9.642 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2010-06-30 | 2019-01-18 | $1,381 | $477 | $904 | $904 |
| 11.290 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2010-09-30 | 2019-01-18 | $1,617 | $623 | $994 | $994 |
| 10.171 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2010-12-31 | 2019-01-18 | $1,457 | $625 | $832 | $832 |
| 240 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2011-01-31 | 2019-01-18 | $34,371 | $14,900 | $19,471 | $19,471 |
| 8.803 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2011-03-31 | 2019-01-18 | $1,261 | $566 | $695 | $695 |
| 10.190 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2011-06-30 | 2019-01-18 | $1,459 | $651 | $808 | $808 |
| 9.693 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2011-09-29 | 2019-01-18 | $1,388 | $568 | $820 | $820 |
| 12.027 SHS OF VANGUARD INDEX FDS VANGUARD GROWTH ETF F | P | 2011-12-30 | 2019-01-18 | $1,722 | $743 | $979 | $979 |
| 500 SHS OF VANGUARD INDEX FDS VANGUARD VALUE ETF FO | P | 2009-08-10 | 2019-01-18 | $51,693 | $22,040 | $29,653 | $29,653 |
| CAPITAL GAINS DIVIDENDS | P | $321 | $321 | $321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,808 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $112,586 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,157,257 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.097287 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,122,815 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $382,049 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.938929 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $132,036 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,054,854 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.125170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,475 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,810,706 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039474 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,280 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,661,738 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030859 | DistributionYr5Rt |
| Total Distribution | 3.231719 | TotalDistributionRt |
| Average Distribution | 0.646344 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,386,164 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $895,939 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,911 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $897,850 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,182 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,822 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,822 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,822 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Overpayment | $146 | OverpaymentAmt |
| Applied To ES Tax | $146 | AppliedToESTaxAmt |
| Refund | $0 | 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 | $470,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $854,333 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,407,273 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,407,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,386,164 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,822 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,822 | TotalTaxAmt |
| Distributable Before Adj | $65,486 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $65,486 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $65,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,182 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,182 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $98,182 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $79,911 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,161,977 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,621 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,298,509 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,182 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,486 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,696 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,331,205 | 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 | $1,331,205 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $79,911 | ExcessFromYear3Amt |
| Excess From Year2 | $1,161,977 | ExcessFromYear2Amt |
| Excess From Year1 | $56,621 | ExcessFromYear1Amt |
| Excess From Current Year | $32,696 | 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 (10 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 |
| BETH SHALOM | ||||||
| 4144 CHASE AVE | MIAMI | FL | 33140 | 501(C)(3) | TO PROVIDE SUPPORT TO JUDAISM THAT CAN THRIVE AND PROSPER IN THE COMMUNITY. | $1,500 |
| HAR ZION TEMPLE | ||||||
| 1500 HAGYS FORD RD | PENN VALLEY | PA | 19072 | 501(C)(3) | TO PROVIDE SUPPORT TO JUDAISM THAT CAN THRIVE AND PROSPER IN THE COMMUNITY. | $18 |
| HOCHBERG PREPATORY | ||||||
| 20350 NE 26TH AVE | MIAMI | FL | 33180 | 501(C)(3) | TO SUPPORT THE SCHOOL'S MISSION OF REALIZING DREAMS AND BUILDING COMMUNITIES IN THE JEWISH COMMUNITY. | $540 |
| HUMANE SOCIETY OF GREATER MIAMI | ||||||
| 16101 WEST DIXIE HIGHWAY | NORTH MIAMI BEACH | FL | 33160 | 501(C)(3) | TO ELIMINATE CRUELTY TOWARDS ANIMALS. | $250 |
| JAFCO | ||||||
| 4200 N UNIVERSITY DR | FORT LAUDERDALE | FL | 33351 | 501(C)(3) | TO PROVIDE SUPPORT FOR JEWISH ADOPTION AND FOSTER CARE OPTIONS. | $7,770 |
| JERUSALEM U | ||||||
| 11110 W OAKLAND PARK BLVD STE 288 | SUNRISE | FL | 33351 | 501(C)(3) | TO TELL THE JEWISH STORY THROUGH FILM. | $50,000 |
| 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. | $10,000 |
| 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. | $250 |
| ZIONIST ORGANIZATION OF AMERICA | ||||||
| 633 THIRD AVENUE SUITE 31-B | NEW YORK | NY | 10017 | 501(C)(3) | TO FOSTER AND STRENGTHEN THE CONCEPT OF JEWISH RENAISSANCE. | $14,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,528 | 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 | $15,135 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $179,808 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $194,943 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $194,943 | 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 | $273,630 | 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 | $273,630 | FairMarketValueAmt |
| Received | 2019-01-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | CategoryTxt |
| Amt | $3,654 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,654 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $734,636 | EOYBookValueAmt |
| EOYFMV | $517,206 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $3,497 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,497 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $367 | $367 | $0 |
| FEDERAL TAX PAYMENTS | $3,441 | $0 | $0 |
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