LUBEN COHEN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LUBEN COHEN FAMILY FOUNDATION (EIN 25-6869915)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-14
- IRS object ID
- 201542269349100619
- Schema version
- 2014v5.0
- 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
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T10:40:35-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 6105258836 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ENDURANCE REAL ESTATE GROUP ONE | AddressLine1Txt |
| Address Line2 | BALA AVE NO 502 | AddressLine2Txt |
| 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 | 6105258836 | PhoneNum |
| Signature | 2015-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY D STRATOTI CPA MST | PreparerPersonNm |
| PTIN | P00787977 | PTIN |
| Phone | 6102799100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $1,453,632 | 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 | $17,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,982 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,982 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,069 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,051 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,051 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,765 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,765 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,784 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,724 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,549 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,282 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,562 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,023 | CashBOYAmt |
| Cash EOY | $2,977 | CashEOYAmt |
| Cash EOYFMV | $2,977 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,773 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,715 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,715 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $519,353 | CorporateStockBOYAmt |
| Corporate Stock EOY | $615,318 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $701,099 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $971,045 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $994,366 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $695,841 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,539,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,666,376 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,453,632 | 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 | $1,539,194 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,666,376 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,539,194 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,376 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,539,194 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,666,376 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,539,194 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,282 | ExcessRevenueOverExpensesAmt |
| Other Increases | $103,900 | OtherIncreasesAmt |
| Subtotal | $1,666,376 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,376 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES (SEE ATTACHED STMT) | P | 2014-06-19 | 2014-12-31 | $8,864 | $8,758 | $106 | $106 |
| NATIONAL FINANCIAL SERVICES (SEE ATTACHED STMT) | P | 2014-06-19 | 2014-12-31 | $98,881 | $82,715 | $16,166 | $16,166 |
| NATIONAL FINANCIAL SERVICES (SEE ATTACHED STMT) | P | 2014-08-04 | 2014-12-31 | $365 | $342 | $23 | $23 |
| NATIONAL FINANCIAL SERVICES (SEE ATTACHED STMT) | P | 2014-07-30 | 2014-12-31 | $122,934 | $92,160 | $30,774 | $30,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,069 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $85,296 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,552,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,409 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $364,907 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.203912 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,903 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $281,517 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.255413 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,085 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $138,229 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.420208 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $59,602 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $586,568 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.101611 | DistributionYr5Rt |
| Total Distribution | 1.036073 | TotalDistributionRt |
| Average Distribution | 0.207215 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,661,738 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $344,337 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $576 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $344,913 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,280 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,151 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,151 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,151 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $278 | 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 | 0 | 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 | 6105258836 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 LOCUST ST | AddressLine1Txt |
| City | PHILA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | 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 (2 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 | ||||||||
| 1601 LOCUST ST APT 1500 | PHILA | PA | 19102 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LOUIS COHEN | ||||||||
| 1520 ISLAND BLVD | AVENTURA | FL | 33160 | 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 | $634,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $971,045 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,687,044 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,687,044 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,306 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,661,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,151 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,151 | TotalTaxAmt |
| Distributable Before Adj | $81,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,936 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,280 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,280 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,280 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,282 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,682 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,122 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,091 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,532 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $90,709 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,280 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,280 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $30,656 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $30,656 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,053 | 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 | $60,053 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,308 | ExcessFromYear4Amt |
| Excess From Year3 | $20,122 | ExcessFromYear3Amt |
| Excess From Year2 | $13,091 | ExcessFromYear2Amt |
| Excess From Year1 | $8,532 | ExcessFromYear1Amt |
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 ONE | AddressLine1Txt |
| Address Line2 | BALA AVE SUITE 502 | AddressLine2Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHEVRA INC | |||||||
| 354 SYCAMORE AVENUE | MERION STATION | PA | 19066 | N/A | 509(A)(2) | TO PROVIDE SUPPORT TO IGNITE WIDESPREAD SPARKS OF JEWISH ENTHUSIASM AND PRIDE | $25,000 |
| GUIDELINE SERVICES | |||||||
| 4032 SPRUCE STREET | PHILADELPHIA | PA | 19104 | N/A | 170(B)(1)(A)(I) | TO SUPPORT THE MISSION OF HELPING THE JEWISH COMMUNITY OF GREATER PHILADELPHIA THROUGH EDUCATION, SOCIAL SERVICES AND DAY CAMPS | $5,000 |
| HOCHBERG PREPARATORY | |||||||
| 20350 NE 26TH AVENUE | NORTH MIAMI BEACH | FL | 33180 | N/A | 170(B)(1)(A)(II) | TO SUPPORT THE SCHOOL'S MISSION OF REALIZING DREAMS AND BUILDING COMMUNITIES FOR THOSE IN THE JEWISH COMMUNITY | $500 |
| JAFCO | |||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | N/A | 509(A)(2) | TO PROVIDE SUPPORT FOR JEWISH ADOPTION AND FOSTER CARE OPTIONS | $6,220 |
| LOWER MERION SYNAGOGUE-RS FUND | |||||||
| PO BOX 28258 | BALA CYNWYD | PA | 19004 | N/A | 509(A)(2) | IN SUPPORT OF THE GENERAL FUND OF THE SYNAGOGUE | $500 |
| ABRAMSON CANCER CENTER | |||||||
| 1086 PENLLYN BLUE BELL PIKE | BLUE BELL | PA | 19422 | N/A | 501(C)(3) | THE" PRIMARY EXEMPT PURPOSE OF THE INSTITUTE IS TO CONDUCT CANCER RESEARCH, DIAGNOSIS, EDUCATION AND CLINICAL TREATMENT IN COLLABORATION WITH THE UNIVERSITY OF PENNSYLVANIA ABRAMSON CANCER CENTER. | $500 |
| MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | 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 | $500 |
| MT SINAI | |||||||
| ASHER BUILDING 4300 ALTON ROAD | MIAMI | FL | 33140 | N/A | 501(C)(3) | GENERAL FUND TO SUPPORT THE MEDICAL CARE PROVIDED AT MT. SINAI HOSPITAL | $10,000 |
| JEWISH RELIEF FUND | |||||||
| 200 MONUMENT ROAD SUITE 8 | BALA CYNWYD | PA | 19004 | N/A | 501(C)(3) | SUPPORTING HUNGER AND FOOD INSECURITY FOR FAMILIES IN THE PHILADELPHIA AREA | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,220 | 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 | $16,982 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,069 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $64,051 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,051 | 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 | $17,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BRINKER CAPITAL | StockNm |
| EOY Book Value | $615,318 | EOYBookValueAmt |
| EOYFMV | $701,099 | 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 | $994,366 | BookValueAmt |
| EOYFMV | $695,841 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC EXPENSE | $60 | $0 | $60 |
| INVESTMENT FEES | $4,724 | $4,724 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $80,579 |
| INCREASE IN INSURANCE VALUE | $23,321 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,765 | Amt |
| Net Investment Income | $1,765 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments