MARTIN D COHEN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARTIN D COHEN FAMILY FOUNDATION (EIN 23-2294358)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-24
- IRS object ID
- 202543289349100464
- Schema version
- 2024v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-24T16:48:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232294358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN D COHEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MART | BusinessNameControlTxt |
| Phone | 4848210861 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 BAGLYOS CIRCLE SUITE 200 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN D COHEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4848210861 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT NEWTON | PreparerPersonNm |
| PTIN | P00449401 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2025-11-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $539,400 | 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 | $136,801 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,453 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,453 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,966 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $238,126 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,428 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,462 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $31,328 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $104 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,240 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,240 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,121 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,121 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,324 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,462 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $696 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,203 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $323,929 | CorporateStockBOYAmt |
| Corporate Stock EOY | $308,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $539,400 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $947 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,070 | OtherInvestmentsEOYAmt |
| Total Assets BOY | $325,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $315,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $539,400 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $325,572 | RetainedEarningBOYAmt |
| Retained Earning EOY | $315,172 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $325,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $315,172 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $325,572 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $315,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $325,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,477 | ExcessRevenueOverExpensesAmt |
| Subtotal | $404,049 | SubtotalAmt |
| Other Decreases | $88,877 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $315,172 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,966 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46 | SubtotalAmt |
| Tax Based On Investment Income | $46 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $46 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTIN D COHEN | IndividualWithBooksNm |
| Phone | 4848210861 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 BAGLYOS CIRCLE SUITE 200 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN D COHEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 BAGLYOS CIRCLE STE 200 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $529,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $532,166 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $532,166 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $524,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46 | TotalTaxAmt |
| Distributable Before Adj | $26,163 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,163 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,163 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,361 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $154,361 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,163 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $144,701 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $143,437 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,368 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $138,471 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,443 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $669,420 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,361 | QualifyingDistributionsAmt |
| Applied To Current Year | $26,163 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,198 | RemainingDistriFromCorpusAmt |
| Total Corpus | $797,618 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $144,701 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $652,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $143,437 | ExcessFromYear4Amt |
| Excess From Year3 | $121,368 | ExcessFromYear3Amt |
| Excess From Year2 | $138,471 | ExcessFromYear2Amt |
| Excess From Year1 | $121,443 | ExcessFromYear1Amt |
| Excess From Current Year | $128,198 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN D COHEN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTIN D COHEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 BAGLYOS CIRCLE STE 200 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6102580111 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE REQUESTED FROM ABOVE, INCLUDE FINANCIAL & ACADEMIC INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDEN COMPTON | |||||||
| 2851 BAGLYOS CIR | BETHLEHEM | PA | 18020 | NONE | PC | SCHOLARSHIP | $4,000 |
| ARTSQUEST FOUNDATION | |||||||
| 25 WEST THRID STREET | BETHLEHEM | PA | 18015 | NONE | PC | CHARITIES | $2,500 |
| BEST SCHOLARS | |||||||
| 345 BEAVER RUN DRIVE | NAZARETH | PA | 18064 | NONE | PC | SCHOLARSHIP | $10,000 |
| BACH CHOIR OF BETHLEHEM | |||||||
| 440 HECKEWELDER PLACE | BETHLEHEM | PA | 18018 | NONE | PC | CHARITIES | $250 |
| BALLET GUILD OF LEHIGH VALLEY | |||||||
| 556 MAIN STREET | BETHLEHEM | PA | 18018 | NONE | PC | CHARITIES | $5,863 |
| BETHLEHEM TOWNSHIP COMMUNITY CENTER | |||||||
| 2900 FARMERSVILLE ROAD | BETHLEHEM | PA | 18020 | NONE | PC | CHARITIES | $5,000 |
| BNAI SHALOM | |||||||
| 1545 BUSHKILL STREET | EASTON | PA | 18043 | NONE | PC | CHARITIES | $3,630 |
| COHEN FEELEY ALTEMOSE & RAMBO PC | |||||||
| 2851 BAGLYOS CIR 200 | BETHLEHEM | PA | 18020 | NONE | PC | SPONSORSHIP | $7,670 |
| EASTER SEALS OF EASTERN PA | |||||||
| 1501 LEHIGH ST STE 201 | ALLENTOWN | PA | 18103 | NONE | PC | CHARITIES | $1,000 |
| HARRY S TRUMAN LIBRARY INSTITUTE | |||||||
| PO BOX 1891 | MERRIFIELD | VA | 221168091 | NONE | PC | CHARITIES | $250 |
| JACKSON GILMAN | |||||||
| 2851 BAGLYOS CIR | BETHLEHEM | PA | 18020 | NONE | PC | SCHOLARSHIP | $2,500 |
| JEWISH FEDERATION OF LEHIGH VALLEY | |||||||
| 702 N 22ND ST | ALLENTOWN | PA | 18104 | NONE | PC | CHARITIES | $12,500 |
| JEWISH FEDERATION OF LEHIGH VALLEY | |||||||
| 702 N 22ND ST | ALLENTOWN | PA | 18104 | NONE | PC | CHARITIES | $12,500 |
| JFS SCOLARSHIPS | |||||||
| 2004 W ALLEN STREET | ALLENTOWN | PA | 18104 | NONE | PC | CHARITIES | $5,000 |
| JOSEPH FRANCISCO | |||||||
| 2851 BAGLYOS CIR | BETHLEHEM | PA | 18020 | NONE | PC | SCHOLARSHIP | $1,500 |
| LEHIGH VALLEY JUSTICE INSTITUTE | |||||||
| 511 E 3RD ST STE 411 | BETHLEHEM | PA | 18015 | NONE | PC | CHARITIES | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| VALLEY CENTER PKWY | BETHLEHEM | PA | 18017 | NONE | PC | CHARITIES | $500 |
| LEVY SCHOOL BUS CO | |||||||
| 114 E BROAD ST | TRUMBAUERSVILLE | PA | 18970 | NONE | PC | CHARITIES | $615 |
| LOCK HAVEN UNIVERITY WRESTLING | |||||||
| 46 CAMPUS DRIVE | LOCK HAVEN | PA | 17745 | NONE | PC | CHARITIES | $500 |
| LVHN REILLY CHILDRENS HOSPITAL | |||||||
| 1210 S CEDAR CREST BLVD | ALLENTOWN | PA | 18103 | NONE | PC | CHARITIES | $5,000 |
| MCBA CHARITABLE FOUNDATION | |||||||
| 840 HAMILTON ST 310 | ALLENTOWN | PA | 18101 | NONE | PC | CHARITIES | $250 |
| MEL BLOUNT YOUTH LEADERSHIP INSTITU | |||||||
| 6 MEL BLOUNT DRIVE | CLAYSVILLE | PA | 15323 | NONE | PC | CHARITIES | $250 |
| MINSI TRAIL COUNSIL BSA | |||||||
| PO BOC 20624 | LEHIGH VALLEY | PA | 180020624 | NONE | PC | CHARITIES | $500 |
| MIRACLE LEAGUE OF NORTHAMPTON COUNT | |||||||
| 4100 GREEN POND RD | EASTON | PA | 18045 | NONE | PC | CHARITIES | $2,500 |
| NAM KNIGHTS OF AMERICA LV CHAPTER | |||||||
| 2170 ORCHARD COURT | BATH | PA | 18014 | NONE | PC | CHARITIES | $500 |
| NORTHAMPTON COMMUNITY COLLEGE | |||||||
| 3835 GREEN POND ROAD | BETHLEHEM | PA | 18020 | NONE | PC | CHARITIES | $2,500 |
| PAUL'S HOUSE VALOR FOUNDATION CLINI | |||||||
| 1130 SCENIC DRIVE | KUTZTOWN | PA | 18058 | NONE | PC | SPONSORSHIP | $275 |
| PROJECT OF EASTON INC | |||||||
| 320 FERRY STREET | EASTON | PA | 18042 | NONE | PC | CHARITIES | $500 |
| PSEA EASTERN REGION | |||||||
| 4950 MEDICAL CENTER CIR | ALLENTOWN | PA | 18106 | NONE | PC | SPONSORSHIP | $500 |
| QUAKERTOWN BOOSTER CLUB | |||||||
| 1304 OAK TREE DRIVE | QUAKERTOWN | PA | 18951 | NONE | PC | CHARITIES | $100 |
| QUAKERTOWN FOOD PANTRY | |||||||
| PO BOX 278 | QUAKERTOWN | PA | 18951 | NONE | PC | CHARITIES | $5,371 |
| SLOAN KETTERING | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10021 | NONE | PC | CHARITIES | $500 |
| SPECIAL HOCKEY OF LEHIGH VALLEY | |||||||
| 320 EAST 1ST STREET | BETHLEHEM | PA | 18015 | NONE | PC | SPONSORSHIP | $1,000 |
| SPECIAL OLYMPICS NORTHAMPTON COUNTY | |||||||
| 6 DANFORTH DRIVE | EASTON | PA | 18045 | NONE | PC | CHARITIES | $5,000 |
| STATE THEATRE | |||||||
| 453 NOTHAMPTON STREET | EASTON | PA | 18042 | NONE | PC | CHARITIES | $1,000 |
| TEAMSTERS | |||||||
| 3614 LEHIGH ST | WHITEHALL TOWNSHIP | PA | 18052 | NONE | PC | CHARITIES | $750 |
| TOYS FOR TOTS | |||||||
| 3045 AVENUE B | BETHLEHEM | PA | 18017 | NONE | PC | CHARITIES | $347 |
| UNITED AUTO WORKERS | |||||||
| 8000 EAST JEFFERSON | DETROIT | MI | 48214 | NONE | PC | CHARITIES | $3,000 |
| UNITED WAY OF GREATER LV | |||||||
| 1110 AMERICAN PARKWAY | ALLENTOWN | PA | 181099137 | NONE | PC | CHARITIES | $17,500 |
| UNRIVALED NUTRITIAN & TRAINING | |||||||
| 1854 LEITHSVILLE RD | HELLTERTOWN | PA | 18055 | NONE | PC | CHARITIES | $250 |
| WILSON AREA HIGH SCHOOL | |||||||
| 2040 WASHINGTON BLVD | EASTON | PA | 18042 | NONE | PC | CHARITIES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,121 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,453 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $97,897 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,419 | ExclusionAmt |
| Related Or Exempt Function Incm | $97,906 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,325 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARTIN D COHEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 BAGLYOS CIRCLE STE 200 | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $135,039 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,200 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| MORGAN STANLEY - LT COVERED | PURCHASE | $135,359 | $84,082 | $51,277 |
| MORGAN STANLEY - LT NONCOVERED | PURCHASE | $50,217 | $3,597 | $46,620 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $146,576 | $402,059 |
| BLACKROCK SCIENCE & TECH | $17,375 | $10,355 |
| FIRST EAGLE GLOBAL | $16,943 | $28,992 |
| SPDR S & P 500 ETF | $56,929 | $19,927 |
| INVESCO SMALL CAP | $34,812 | $26,292 |
| ISHARE RUSSELL 1000 GRW | $27,647 | $21,685 |
| ALPHABET INC | $8,617 | $30,090 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ABERNATHY GROUP GROWTH | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,070 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $88,877 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $60 | ||
| OUTSIDE SERVICES | $30,240 | $30,240 | |
| OFFICE EXPENSES | $924 | ||
| K-1 DEDUCTIONS | $104 | $104 |
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