RICHARD AND DIANE COHEN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD AND DIANE COHEN FAMILY FOUNDATION (EIN 41-1793403)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-13
- IRS object ID
- 201633189349100103
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-13T14:00:27-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411680240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHECHTER DOKKEN KANTER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WASHINGTON AVENUE S SUITE 1600 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554012192 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411793403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RICHARD AND DIANE COHEN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 9525457170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WASHINGTON AVENUE S NO 1600 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554012192 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD COHEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9525457170 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN E WARREN | PreparerPersonNm |
| PTIN | P00023886 | PTIN |
| Phone | 6123325500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $580,459 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,800 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,795 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,417 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,417 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,878 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,090 | 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 |
| Other Prof Fees Rev And Expnss | $5,041 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,020 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,021 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,086 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,040 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,811 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,811 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,040 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,832 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,050 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,370 | CashBOYAmt |
| Cash EOY | $44,935 | CashEOYAmt |
| Cash EOYFMV | $44,935 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $4,599 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $4,599 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $85,829 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $85,802 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $103,959 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $366,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $311,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $426,966 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $524,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $446,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $580,459 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $794,164 | CapitalStockBOYAmt |
| Capital Stock EOY | $794,164 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$269,448 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$347,250 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $524,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $446,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $524,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $446,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $524,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,802 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $446,914 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $446,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY ST LOSSES - SCHEDULE ATTACHED | $8,552 | $9,058 | -$506 | -$506 | |
| FIDELITY LT LOSSES - SCHEDULE ATTACHED | $61,760 | $58,378 | $3,382 | $3,382 | |
| CAPITAL GAINS DIVIDENDS | $2 | $2 | $2 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,878 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,755 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $665,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064264 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $69,833 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $664,895 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,984 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $683,721 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,830 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $708,447 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097156 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,347 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $711,265 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.111558 | DistributionYr5Rt |
| Total Distribution | 0.483290 | TotalDistributionRt |
| Average Distribution | 0.096658 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $612,162 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,170 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $171 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,341 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,832 | 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 | $171 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $171 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $171 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | 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 | WWW.GUIDESTAR.ORG | WebsiteAddressTxt |
| Individual With Books | RICHARD COHEN | IndividualWithBooksNm |
| Phone | 9525457170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9803 ENCLAVE DRIVE | AddressLine1Txt |
| City | MINNETONKA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55305 | 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 (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| DIANE COHEN | |||||||||
| 9803 ENCLAVE DRIVE | MINNETONKA | MN | 55305 | PRESIDENT | 0.00 | $0 | $0 | $0 | |
| RICHARD COHEN | |||||||||
| 9803 ENCLAVE DRIVE | MINNETONKA | MN | 55305 | TREASURER | 0.00 | $0 | $0 | $0 | |
| NEIL SELL | |||||||||
| 3300 WELLS FARGO CENTER 90 S 7TH | MINNEAPOLIS | MN | 55402 | SECRETARY | 0.00 | $0 | $0 | $0 | STREET |
| 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 | $566,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $621,484 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $621,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $612,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,608 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,608 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171 | TotalTaxAmt |
| Distributable Before Adj | $30,437 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,437 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,437 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,832 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,832 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $171 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $93,661 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,396 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,023 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,745 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,932 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,475 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $165,571 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,832 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,437 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,395 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $228,966 | 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 | $44,396 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $184,570 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,023 | ExcessFromYear4Amt |
| Excess From Year3 | $38,745 | ExcessFromYear3Amt |
| Excess From Year2 | $37,932 | ExcessFromYear2Amt |
| Excess From Year1 | $10,475 | ExcessFromYear1Amt |
| Excess From Current Year | $63,395 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE COHEN | ContributingManagerNm |
| Contributing Manager | RICHARD COHEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPETITE FOR CHANGE | |||||||
| 2900 FREMONT AVE N 107 | MINNEAPOLIS | MN | 55411 | NONE | PC | OPERATIONS | $1,800 |
| BETH EL SYNAGOGUE | |||||||
| 5225 BARRY STREET W | ST LOUIS PARK | MN | 55416 | NONE | PC | OPERATIONS | $19,751 |
| BRECK SCHOOL | |||||||
| 123 OTTAWA AVE N | GOLDEN VALLEY | MN | 55422 | NONE | PC | OPERATIONS | $6,000 |
| CHILDREN'S CANCER RESEARCH FUND | |||||||
| 7301 OHMS LANE SUITE 460 | MINNEAPOLIS | MN | 55439 | NONE | PC | OPERATIONS | $1,500 |
| GIVENS FOUNDATION | |||||||
| 7801 TROY LANE N | MAPLES GROVE | MN | 55311 | NONE | PC | OPERATIONS | $500 |
| HERZL CAMP | |||||||
| 4330 CEDAR LAKE ROAD | ST LOUIS PARK | MN | 55416 | NONE | PC | OPERATIONS | $2,500 |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 13100 WAYZATA BLVD SUITE 400 | MINNETONKA | MN | 55305 | NONE | PC | OPERATIONS | $1,000 |
| JEWISH FEDERATION OF PALM SPRINGS | |||||||
| 69710 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PC | OPERATIONS | $1,800 |
| KELIIX INTRA | |||||||
| 32401 W 44TH ST | MINNNEAPOLIS | MN | 55410 | NONE | PC | OPERATIONS | $1,250 |
| MINNEAPOLIS JEWISH FEDERATION | |||||||
| 13100 WAYZATA BLVD SUITE 200 | MINNETONKA | MN | 55305 | NONE | PC | OPERATIONS | $43,600 |
| NORTH MEMORIAL FOUNDATIONFELEMAVIEUIS FAMILY | |||||||
| 3300 OAKDALE AVE N | ROBBINSDALE | MN | 55422 | NONE | PC | OPERATIONS | $1,500 |
| PACER | |||||||
| 8161 NORMANDALE BLVD | BLOOMINGTON | MN | 55437 | NONE | PC | OPERATIONS | $2,780 |
| PAGE EDUCATION FUND | |||||||
| PO BOX 581254 | MINNEAPOLIS | MN | 55458 | NONE | PC | OPERATIONS | $2,500 |
| RACE FOR THE CURE | |||||||
| 301 S AVENUE | MINNEAPOLIS | MN | 55425 | NONE | PC | OPERATIONS | $360 |
| TALMUD TORAH | |||||||
| 4330 CEDAR LAKE ROAD | MINNEAPOLIS | MN | 55416 | NONE | PC | OPERATIONS | $2,470 |
| PROJECT MEDISHARE | |||||||
| PO BOX 381208 | MIAMI | FL | 33238 | NONE | PC | OPERATIONS | $1,000 |
| 100 WOMEN CHARITABLE FOUNDATION | |||||||
| PO BOX 3418 | LOS ALTOS | CA | 94024 | NONE | PC | OPERATIONS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,811 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,800 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,417 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,878 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,095 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,095 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $311,578 | EOYBookValueAmt |
| EOYFMV | $426,966 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $85,802 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $103,959 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $5,041 | Amt |
| Net Investment Income | $2,020 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,021 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MINNESOTA FEE | $25 | $0 | $0 |
| FOREIGN TAXES | $20 | $20 | $0 |
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