LUBEN COHEN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LUBEN COHEN FAMILY FOUNDATION (EIN 25-6869915)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349100720
- Schema version
- 2013v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T10:20:47-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233063393 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELKO & ASSOCIATES LTD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 521 PLYMOUTH RD SUITE 120 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 829 OXFORD CREST | AddressLine1 |
| City | VILLANOVA | City |
| State | PA | State |
| ZIP Code | 19085 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN COHEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6105258836 | PhoneNum |
| Signature | 2014-11-07 | 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 |
| Preparation | 2014-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,621,662 | 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 | $290,133 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,408 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,345 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $338,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,112 | 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 |
| Legal Fees Rev And Expnss | $2,995 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,995 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,879 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,879 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $261 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $261 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,955 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,065 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,216 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,874 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,422 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,422 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,216 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,296 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $227,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,896 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,161 | CashBOYAmt |
| Cash EOY | $39,023 | CashEOYAmt |
| Cash EOYFMV | $39,023 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,522 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,773 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,773 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $405,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $519,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $601,821 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $881,045 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $971,045 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $971,045 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,311,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,539,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,621,662 | 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 | $1,311,373 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,539,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,311,373 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,539,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,311,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,539,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,311,373 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $227,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,539,194 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,539,194 | 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 - ST | P | 2012-12-19 | 2013-09-12 | $12,820 | $12,248 | $572 | $572 |
| NATIONAL FINANCIAL SERVICES - LT | P | 2011-09-08 | 2013-09-12 | $62,274 | $47,659 | $14,615 | $14,615 |
| NATIONAL FINANCIAL SERVICES - LT | P | 2006-12-05 | 2013-08-07 | $118,550 | $100,735 | $17,815 | $17,815 |
| CAPITAL GAIN DIVIDEND | P | $765 | $765 | $765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,767 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,409 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $364,907 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.203912 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,903 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $281,517 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.255413 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,085 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $138,229 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.420208 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,602 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $586,568 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.101611 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $255,949 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $481,383 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.531695 | DistributionYr5Rt |
| Total Distribution | 1.512839 | TotalDistributionRt |
| Average Distribution | 0.302568 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,552,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $469,837 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $439 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $470,276 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,296 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $878 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $885 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PHILA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $555,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $971,045 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,576,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,576,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,647 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,552,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $878 | TotalTaxAmt |
| Distributable Before Adj | $76,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,764 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,296 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $85,296 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,296 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $231,917 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,282 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,682 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,122 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,091 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $314,094 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,296 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,764 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,532 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $322,626 | 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 | $231,917 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $90,709 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,282 | ExcessFromYear4Amt |
| Excess From Year3 | $18,682 | ExcessFromYear3Amt |
| Excess From Year2 | $20,122 | ExcessFromYear2Amt |
| Excess From Year1 | $13,091 | ExcessFromYear1Amt |
| Excess From Current Year | $8,532 | 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 | 829 OXFORD CREST | AddressLine1 |
| City | VILLANOVA | City |
| State | PA | State |
| ZIP Code | 19085 | ZIPCode |
| 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $7,547 | ||||
| JFCS OF GREATER PHILADELPHIA | |||||||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19103 | N/A | 170(B)(1)(A)(VI) | TO PROVIDE SUPPORT TO THE ORGANIZATION WHO ENHANCES THE LIVES OF FAMILIES, CHILDREN AND INDIVIDUALS GUIDED BY JEWISH VALUES | $3,850 | ||||
| MINDING YOUR MIND | |||||||||||
| 42 WEST LANCASTER AVENUE 2ND FLOOR | ARDMORE | PA | 19003 | N/A | 170(B)(1)(A)(VI) | TO PROVUDE SUPPORT TO THE ORGANIZATION WHICH LEADS INITIATIVES TO REDUCE THE STIGMA ASSOCIATED WITH MENTAL HEALTH DISORDERS | $5,000 | ||||
| ALEH JERUSALEM | |||||||||||
| N/A | 509(A)(2) | TO PROVIDE SUPPORT FOR CHILDREN WITH SPECIAL NEEDS | $33,000 | 9 HARIKMA STREET POB 61023 | JERUSALEM | IS | 91610 | ||||
| HAR ZION TEMPLE - HS | |||||||||||
| 1500 HAGYS FORD ROAD | PENN VALLEY | PA | 19072 | N/A | 170(B)(1)(A)(II) | TO SUPPORT SPIRITUAL, EDUCATIONAL AND SOCIAL EXPERIENCES THROUGH EDUCATION | $525 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,422 | 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 | $14,408 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,175 | 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 | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 829 OXFORD CREST | AddressLine1 |
| City | VILLANOVA | City |
| State | PA | State |
| ZIP Code | 19085 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $290,133 | 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 | $1,879 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,879 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BRINKER CAPITAL | StockNm |
| EOY Book Value | $519,353 | EOYBookValueAmt |
| EOYFMV | $601,821 | 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 | $971,045 | BookValueAmt |
| EOYFMV | $971,045 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,995 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,995 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $3,955 | $3,955 | $0 |
| INSURANCE PREMIUMS | $20,134 | $0 | $0 |
| MISC | $841 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $261 | Amt |
| Net Investment Income | $261 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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