LUBEN COHEN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LUBEN COHEN FAMILY FOUNDATION (EIN 25-6869915)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349100205
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T06:09:43-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WEST BALTIMORE AVE SUITE 210 | AddressLine1Txt |
| City | MEDIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | ENDURANCE RE GP 1 BALA AVE NO 502 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN COHEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4843207805 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN PAUL CPA MST | PreparerPersonNm |
| PTIN | P01246987 | PTIN |
| Phone | 6102799100 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.207.99.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 06:09:42 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0FF56940AB46DA27698FFC0F76FA5D102B410C7E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,014,162 | 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 | $3,901 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,901 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $138,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,418,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $138,994 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $416,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,895 | 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 |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $56,861 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $56,861 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,529 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,529 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,122,815 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,122,815 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,182,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,179,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$765,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,122 | CashBOYAmt |
| Cash EOY | $30,473 | CashEOYAmt |
| Cash EOYFMV | $30,473 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,936 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,936 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $946,075 | CorporateStockBOYAmt |
| Corporate Stock EOY | $134,473 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $145,266 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,196,857 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,227,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $821,487 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,174,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,409,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,014,162 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,174,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,409,224 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,174,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,409,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,174,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,409,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,174,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$765,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $1,409,224 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,409,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALLERGAN PLC.COM | P | 2016-12-06 | 2017-06-15 | $7,047 | $6,904 | $143 | $143 |
| ALPHABET INC | P | 2014-10-08 | 2017-06-15 | $6,586 | $3,258 | $3,328 | $3,328 |
| AMERICAN EXPRESS | P | 2014-04-03 | 2017-06-15 | $6,118 | $6,919 | -$801 | -$801 |
| AMERICAN INTL GROUP | P | 2015-01-27 | 2017-06-15 | $5,736 | $4,550 | $1,186 | $1,186 |
| BERKLEY W R CORP | P | 2014-04-03 | 2017-06-15 | $6,541 | $3,898 | $2,643 | $2,643 |
| BERKSHIRE HATHAWAY | P | 2014-04-03 | 2017-06-15 | $6,805 | $4,966 | $1,839 | $1,839 |
| COMPAGNIE FINANCIER | P | 2015-07-07 | 2017-06-15 | $4,921 | $4,887 | $34 | $34 |
| DIAGEO ADR | P | 2015-08-21 | 2017-06-15 | $5,653 | $5,520 | $133 | $133 |
| DISCOVERY COMMUNICATIONS | P | 2015-08-07 | 2017-06-15 | $4,928 | $6,135 | -$1,207 | -$1,207 |
| DOUBLELINE CORE FIXED INC | P | 2016-12-30 | 2017-10-20 | $59,581 | $59,857 | -$276 | -$276 |
| DOUBLELINE CORE FIXED INC | P | 2016-09-30 | 2017-10-20 | $991 | $1,001 | -$10 | -$10 |
| EXPRESS SCRIPTS | P | 2014-04-03 | 2017-06-15 | $3,958 | $4,330 | -$372 | -$372 |
| FASTENAL CO | P | 2016-10-12 | 2017-06-15 | $4,700 | $4,463 | $237 | $237 |
| FASTENAL CO | P | 2016-06-13 | 2017-06-15 | $1,349 | $1,362 | -$13 | -$13 |
| ILLINOIS TOOL WORKS | P | 2015-09-04 | 2017-06-15 | $9,891 | $5,561 | $4,330 | $4,330 |
| ISHARES INC CORE MSCI EMERGING MKTS | P | 2017-01-23 | 2017-10-20 | $31,880 | $30,301 | $1,579 | $1,579 |
| ISHARES INC MSCI EMRG MKTS SMALL CAP | P | 2015-01-08 | 2017-01-26 | $14,362 | $14,485 | -$123 | -$123 |
| ISHARES INC MSCI EMRG MKTS SMALL CAP | P | 2016-12-27 | 2017-01-23 | $1,723 | $1,585 | $138 | $138 |
| ISHARES INC MSCI JPN ETF | P | 2017-01-03 | 2017-10-20 | $36,836 | $35,964 | $872 | $872 |
| ISHARES MSCI EMERGING MKTS | P | 2012-12-19 | 2017-10-20 | $23,552 | $24,323 | -$771 | -$771 |
| ISHARES MSCI EMERGING MKTS | P | 2016-03-01 | 2017-02-24 | $3,869 | $3,131 | $738 | $738 |
| ISHARES MSCI EUROZONE | P | 2017-01-23 | 2017-10-20 | $41,966 | $41,913 | $53 | $53 |
| ISHARES TR CORE MSCI EAFE | P | 2017-01-23 | 2017-10-20 | $48,985 | $47,893 | $1,092 | $1,092 |
| ISHARES TR CORE MSCI TOTAL | P | 2017-01-23 | 2017-02-24 | $30,130 | $29,390 | $740 | $740 |
| ISHARES TR CORE TOTAL | P | 2017-01-23 | 2017-10-20 | $743 | $625 | $118 | $118 |
| ISHARES TR EAFE GROWTH | P | 2012-12-27 | 2017-01-26 | $26,512 | $25,364 | $1,148 | $1,148 |
| ISHARES TR EAFE GROWTH | P | 2016-12-27 | 2017-01-23 | $3,501 | $3,541 | -$40 | -$40 |
| ISHARES TR EAFE VALUE | P | 2016-01-15 | 2017-01-23 | $24,956 | $24,496 | $460 | $460 |
| ISHARES TR EAFE VALUE | P | 2016-12-27 | 2017-01-23 | $7,825 | $7,015 | $810 | $810 |
| JOHNSON & JOHNSON | P | 2014-04-03 | 2017-06-15 | $7,313 | $5,376 | $1,937 | $1,937 |
| LOWES CO | P | 2014-05-14 | 2017-06-15 | $5,785 | $3,263 | $2,522 | $2,522 |
| MARKEL CORP | P | 2014-04-14 | 2017-06-15 | $6,940 | $4,250 | $2,690 | $2,690 |
| MASTERCARD INC CL A | P | 2014-04-07 | 2017-06-15 | $6,679 | $3,921 | $2,758 | $2,758 |
| MASTERCARD INC CL A | P | 2016-07-01 | 2017-06-15 | $729 | $535 | $194 | $194 |
| METROPOLITAN WEST TOTAL RETURN | P | 2017-01-23 | 2017-10-20 | $150,424 | $153,705 | -$3,281 | -$3,281 |
| METROPOLITAN WEST TOTAL RETURN | P | 2016-05-21 | 2017-10-20 | $468 | $475 | -$7 | -$7 |
| NXP SEMICONDUCTORS | P | 2016-07-27 | 2017-06-15 | $6,972 | $5,278 | $1,694 | $1,694 |
| PEPSICO | P | 2014-04-03 | 2017-06-15 | $6,219 | $4,391 | $1,828 | $1,828 |
| SCHLUMBERGER LIMITED | P | 2016-06-16 | 2017-06-15 | $4,231 | $4,785 | -$554 | -$554 |
| SPDR INDEX SHS MSCI ACWI | P | 2016-03-01 | 2017-02-24 | $10,189 | $8,900 | $1,289 | $1,289 |
| SPDR INDEX SHS MSCI ACWI | P | 2012-12-19 | 2017-02-24 | $34,659 | $32,818 | $1,841 | $1,841 |
| SPDR INDEX SHS S&P INT SMALL CAP | P | 2012-12-19 | 2017-01-23 | $14,274 | $13,036 | $1,238 | $1,238 |
| SPDR INDEX SHS S&P INT SMALL CAP | P | 2016-12-23 | 2017-01-26 | $1,700 | $1,715 | -$15 | -$15 |
| STARBUCKS CORP | P | 2017-06-05 | 2017-06-15 | $5,898 | $6,001 | -$103 | -$103 |
| STRYKER CORP | P | 2015-05-08 | 2017-06-15 | $7,611 | $5,096 | $2,515 | $2,515 |
| THERMO FISHER SCIENTIFIC | P | 2014-04-03 | 2017-06-15 | $7,302 | $5,104 | $2,198 | $2,198 |
| TJX COS INC | P | 2014-05-20 | 2017-06-15 | $5,217 | $3,986 | $1,231 | $1,231 |
| TJX COS INC | P | 2017-05-19 | 2017-06-15 | $797 | $817 | -$20 | -$20 |
| UNITED TECHNOLOGIES | P | 2014-04-03 | 2017-06-15 | $7,006 | $6,945 | $61 | $61 |
| VANGUARD INDEX GROWTH ETF | P | 2016-08-12 | 2017-02-24 | $5,604 | $5,159 | $445 | $445 |
| VANGUARD INDEX GROWTH ETF | P | 2015-12-23 | 2017-02-24 | $157,293 | $116,483 | $40,810 | $40,810 |
| VANGUARD INDEX SMALL CAP | P | 2016-01-15 | 2017-02-24 | $18,079 | $13,355 | $4,724 | $4,724 |
| VANGUARD INDEX SMALL CAP | P | 2016-01-15 | 2017-02-24 | $19,446 | $13,042 | $6,404 | $6,404 |
| VANGUARD INDEX SMALL CAP | P | 2016-08-12 | 2017-02-24 | $2,532 | $2,107 | $425 | $425 |
| VANGUARD INDEX SMALL CAP | P | 2016-08-12 | 2017-02-24 | $1,761 | $1,444 | $317 | $317 |
| VANGUARD INDEX VALUE ETF | P | 2016-01-15 | 2017-02-24 | $187,033 | $137,830 | $49,203 | $49,203 |
| VANGUARD INDEX VALUE ETF | P | 2016-08-12 | 2017-02-24 | $8,616 | $7,696 | $920 | $920 |
| VANGUARD INTL EQUITY INDEX EUROPE | P | 2015-01-06 | 2017-01-23 | $13,342 | $14,292 | -$950 | -$950 |
| VANGUARD INTL EQUITY INDEX EUROPE | P | 2016-12-23 | 2017-01-26 | $1,973 | $1,884 | $89 | $89 |
| VANGUARD SCOTTSDALE INTERM | P | 2016-05-17 | 2017-06-21 | $105 | $103 | $2 | $2 |
| VANGUARD SCOTTSDALE INTERM | P | 2017-06-08 | 2017-06-26 | $41,940 | $42,301 | -$361 | -$361 |
| VANGUARD SCOTTSDALE SHORT TERM | P | 2017-06-21 | 2017-10-20 | $880 | $881 | -$1 | -$1 |
| WESTERN ASSET CORE BOND | P | 2017-01-23 | 2017-10-20 | $151,089 | $151,165 | -$76 | -$76 |
| WESTERN ASSET CORE BOND | P | 2016-06-30 | 2017-10-20 | $500 | $501 | -$1 | -$1 |
| WISDOMTREE TR EUROPE HEDGED | P | 2016-12-29 | 2017-01-23 | $18,234 | $16,398 | $1,836 | $1,836 |
| WISDOMTREE TR EUROPE HEDGED | P | 2015-08-05 | 2017-01-23 | $28,920 | $30,754 | -$1,834 | -$1,834 |
| WISDOMTREE TR JAPAN HEDGE | P | 2016-12-29 | 2017-01-23 | $8,321 | $7,220 | $1,101 | $1,101 |
| WISDOMTREE TR JAPAN HEDGE | P | 2015-08-05 | 2017-01-23 | $30,697 | $32,780 | -$2,083 | -$2,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $138,994 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $132,036 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,054,854 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.125170 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,810,706 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039474 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,280 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,661,738 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030859 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,296 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,552,830 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054929 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,409 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $364,907 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.203912 | DistributionYr5Rt |
| Total Distribution | 0.454344 | TotalDistributionRt |
| Average Distribution | 0.090869 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $382,049 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,716 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,403 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,119 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,179,676 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,403 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,403 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $531 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $531 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $872 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEN COHEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4843207805 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 FENIMORE LANE | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19035 | 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 |
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 | $285,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $387,867 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $387,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $382,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,403 | TotalTaxAmt |
| Distributable Before Adj | $17,699 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,699 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,699 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,179,676 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,179,676 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,403 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,178,273 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,699 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,091 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,532 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $79,911 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,534 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,179,676 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,699 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,161,977 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,263,511 | 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 | $13,091 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,250,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,532 | ExcessFromYear4Amt |
| Excess From Year1 | $79,911 | ExcessFromYear1Amt |
| Excess From Current Year | $1,161,977 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 GROUP 4 | AddressLine1Txt |
| Address Line2 | RADNOR CORPORATE CENTER SUITE 105 | AddressLine2Txt |
| City | RADNOR | 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 (17 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEH JERUSALEM | |||||||||||
| 9 HARIKMA STREET POB 61023 | JERUSALEM | IS | 91610 | N/A | 509(A)(2) | TO PROVIDE SUPPORT FOR CHILDREN WITH SPECIAL NEEDS | $50,000 | ||||
| AMERICAN FRIENDS HEBREW UNIVERSITY | |||||||||||
| N/A | 501(C)(3) | TO FURTHER THE INTELLECTUAL AND EDUCATIONAL TRADITIONS OF JEWISH PEOPLE. | $1,000,000 | ONE BATTERY PARK PLAZA 25TH FL | NEW YORK | NY | 10004 | ||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||||||
| N/A | 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 | 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | ||||
| GREATER PHL JEWISH FED | |||||||||||
| N/A | 170(B)(1)(A)(VI) | TO PROVIDE SUPPORT TO ENHANCE THE LIVES OF FAMILIES, CHILDREN AND INDIVIDUALS GUIDED BY JEWISH VALUES | $2,500 | 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19103 | ||||
| HAR ZION TEMPLE - HS | |||||||||||
| N/A | 170(B)(1)(A)(II) | TO SUPPORT SPIRITUAL, EDUCATIONAL AND SOCIAL EXPERIENCES THROUGH EDUCATION | $50 | 1500 HAGYS FORD ROAD | PENN VALLEY | PA | 19072 | ||||
| HOCHBERG PREP | |||||||||||
| N/A | 170(B)(1)(A)(II) | TO SUPPORT THE SCHOOL'S MISSION OF REALIZING DREAMS AND BUILDING COMMUNITIES IN THE JEWISH COMMUNITY | $540 | 20350 NE 26TH AVENUE | NORTH MIAMI BEACH | FL | 33180 | ||||
| HUMANE SOCIETY OF GREATER MIAMI | |||||||||||
| N/A | 501(C)(3) | TO ELIMINATE CRUELTY TOWARDS ANIMALS. | $50 | 16101 WEST DIXIE HIGHWAY | ORTH MIAMI BEACH | FL | 33160 | ||||
| JAFCO | |||||||||||
| N/A | 509(A)(2) | TO PROVIDE SUPPORT FOR JEWISH ADOPTION AND FOSTER CARE OPTIONS | $10,450 | 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | ||||
| JERUSALEM U | |||||||||||
| N/A | 501(C)(3) | TO TELL THE JEWISH STORY THROUGH FILM. | $25,000 | 11110 W OAKLAND PARK BLVD STE 288 | SUNRISE | FL | 33351 | ||||
| JEWISH FAMILY CHILDREN SERVICES | |||||||||||
| N/A | 501(C)(3) | TO PROVIDE CARE TO JEWISH FAMILIES. | $500 | 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | ||||
| LM COMMUNITY MIKVAH | |||||||||||
| N/A | 501(C)(3) | TO PROVIDE SUPPORT TO MAKE THE ORGANIZATION'S MIKVAH A REALTY | $2,000 | 111 UNION AVENUE | BALA CYNWYD | PA | 19004 | ||||
| MIAMI CITY BALLET INC | |||||||||||
| N/A | 501(C)(3) | TO PROVIDE TUITION FREE DANCE INSTRUCTION TO DISADVANTAGED MIAMI CHILDREN | $500 | 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | ||||
| MT SINAI HOSPITAL | |||||||||||
| N/A | 501(C)(3) | GENERAL FUND TO SUPPORT THE MEDICAL CARE PROVIDED AT MT. SINAI HOSPITAL | $10,000 | ASHER BUILDING 4300 ALTON ROAD | MIAMI | FL | 33140 | ||||
| SHARSHERET DONATION FOR BREAST CANCER | |||||||||||
| N/A | 501(C)(3) | TO PROVIDE SUPPORT TO WOMEN AND THEIR FAMILIES OF ALL JEWISH BACKGROUNDS FACING BREAST CANCER | $500 | 1086 TEANECK ROAD NO 2G | TEANECK | NJ | 07666 | ||||
| THE USO | |||||||||||
| N/A | 501(C)(3) | TO PROVIDE SUPPORT TO AMERICA'S MILITARY SERVICE MEMBERS | $200 | 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | ||||
| THE WILLIE & CELIA TRUMP SYNAGOGUE | |||||||||||
| N/A | 501(C)(3) | TO PROVIDE SUPPORT TO JUDAISM THAT CAN THRIVE AND PROSPER IN THE COMMUNITY | $525 | 3000 ISLAND BLVD SUITE 127 | AVENTURA | FL | 33160 | ||||
| ZIONIST ORGANIZATION OF AMERICA | |||||||||||
| N/A | 501(C)(3) | TO FOSTER AND STRENGTHEN THE CONCEPT OF JEWISH RENAISSANCE. | $10,000 | 633 THIRD AVENUE SUITE 31-B | NEW YORK | NY | 10017 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,122,815 | 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 | $3,901 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,994 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,895 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,895 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ENDURANCE REAL ESTATE GROUP ONE | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $273,630 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE FDS TR CORE FIXINCM | $7,918 | $7,906 |
| METROPOLITAN WEST FDS TOTAL RET CL I | $19,730 | $19,719 |
| SPDR MSCI ACWI EX-US ETF | $5,900 | $6,650 |
| VANGUARD INDEX GROWTH ETF | $20,470 | $23,206 |
| VANGUARD INDEX SMALL GROWTH ETF | $2,101 | $2,383 |
| VANGUARD INDEX SMALL VALUE ETF | $1,976 | $2,201 |
| VANGUARD INDEX VALUE ETF | $23,119 | $26,042 |
| WESTERN ASSET FDS INC CORE BD FD CL I | $19,856 | $20,022 |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | $4,367 | $5,111 |
| ISHARES INC MSCI JPN ETF NEW | $4,928 | $5,566 |
| ISHARES INC MSCI EMERGING MKTS ETF | $1,692 | $2,080 |
| ISHARES MSCI EUROZONE | $6,031 | $6,714 |
| ISHARES TR CORE MSCI TOTAL | $4,267 | $4,817 |
| ISHARES TRUST CORE MSCI EAFE | $6,754 | $7,537 |
| VANGUARD SCOTTSDALE FDS | $5,364 | $5,312 |
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 | $821,487 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $2,529 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,529 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ROUNDING ADJUSTMENT | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $60 | Amt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments