LUBEN COHEN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LUBEN COHEN FAMILY FOUNDATION (EIN 25-6869915)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201323199349101952
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T14:23:08-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233063393 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELKO & ASSOCIATES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256869915 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LU-BEN COHEN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LU-B | NameControl |
| Phone | 6105258836 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BEN COHEN | Name |
| Title | TRUSTEE | Title |
| Phone | 6105258836 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY D STRATOTI CPA MST | Name |
| PTIN | P00787977 | PTIN |
| Phone | 6102799100 | Phone |
| Date Prepared | 2013-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1342014 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 273630 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 11050 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11050 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7432 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 104631 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7432 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 292112 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18482 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1401 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1401 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 156 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 156 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2392 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2392 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3949 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2548 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1401 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 73008 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 73008 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 76957 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2548 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 74409 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 215155 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15934 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1266 | CashBOY |
| Cash EOY | 2161 | CashEOY |
| Cash EOYFMV | 2161 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 5548 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 22522 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 22522 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 318472 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 405645 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 436286 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 770932 | InvestmentsOtherBOY |
| Investments Other EOY | 881045 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 881045 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1096218 | TotalAssetsBOY |
| Total Assets EOY | 1311373 | TotalAssetsEOY |
| Total Assets EOYFMV | 1342014 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1096218 | RetainedEarningsBOY |
| Retained Earnings EOY | 1311373 | RetainedEarningsEOY |
| Total Net Assets BOY | 1096218 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1311373 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1096218 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1311373 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1096218 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 215155 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1311373 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1311373 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES - ST | P | 2012-01-01 | 2012-12-31 | 47906 | 43645 | 4261 | 4261 |
| NATIONAL FINANCIAL SERVICES - LT | P | 2011-01-01 | 2012-12-31 | 56399 | 53554 | 2845 | 2845 |
| CAPITAL GAINS DIVIDENDS | P | 326 | 326 | 326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7432 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 71903 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 281517 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.255413 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 58085 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 138229 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.420208 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 59602 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 586568 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.101611 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 255949 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 481383 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.531695 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 230170 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 396952 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.579843 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.888770 | TotalDistributionRatio |
| Average Distribution Ratio | 0.377754 | AverageDistributionRatio |
| Net Noncharitable Assets | 364907 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 137845 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 159 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 138004 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 74409 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 319 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 319 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 319 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 272 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 272 | TotalCreditsAndPayments |
| Tax Due | 47 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEN COHEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6105258836 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 352846 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 17618 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 370464 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 370464 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5557 | CashDeemedCharitable |
| Net Noncharitable Assets | 364907 | NetNoncharitableAssets |
| Minimum Investment Return | 18245 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 18245 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 319 | TaxBasedOnInvestmentIncome |
| Total Tax | 319 | TotalTax |
| Distributable Amount Before Adj | 17926 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 17926 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 17926 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 74409 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 74409 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 74409 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 17926 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 210467 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 231917 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 30282 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 51227 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 58090 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 581983 | TotalExcessDistriCarryover |
| Qualifying Distributions | 74409 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17926 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 56483 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 638466 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 210467 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 427999 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 231917 | ExcessFromYear4 |
| Excess From Year3 | 30282 | ExcessFromYear3 |
| Excess From Year2 | 51227 | ExcessFromYear2 |
| Excess From Year1 | 58090 | ExcessFromYear1 |
| Excess From Current Year | 56483 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARCIA COHEN | RecipientName |
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 Number | 6105258836 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER SHOULD INCLUDE REQUESTED AMOUNT AND PROPOSED USE FOR CONTRIBUTION | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 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 | $29,708 |
| 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 | $2,200 |
| 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 |
| PASSOVER LEAGUE OF PHILADELPHIA | |||||||
| 121 SOUTH BROAD STREET 5TH FLOOR | PHILADELPHIA | PA | 19107 | N/A | 509(A)(2) | TO PROVIDE SUPPORT FOR DISADVANTAGED PEOPLE IN AND AROUND THE PHILADELPHIA AREA | $100 |
| PHILADELPHIA POWER PLAY | |||||||
| 1201 BLYTHE AVENUE | DREXEL HILL | PA | 19026 | N/A | 509(A)(2) | TO PROVIDE A COMMUNITY BASED COMPETITIVE ATHLETIC EXPERIENCE FOR PEOPLE WHO USE POWER WHEELCHAIRS IN THEIR DAILY LIVES | $500 |
| 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 |
| THE FRIENDSHIP CIRCLE | |||||||
| 754 SOUTH 9TH STREET 3RD FLOOR | PHILADELPHIA | PA | 19147 | N/A | 509(A)(2) | TO PROVIDE SUPPORT FOR TEENS WITH SPECIAL NEEDS TO ENJOY MANY OF THE SOCIAL AND RECREATIONAL OPPORTUNITIES AFFORDED TO THE COMMUNITY AT LARGE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 73008 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,050 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,432 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $18,482 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 18482 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 273630 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,401 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1401 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BRINKER CAPITAL | NameOfStock |
| EOY Book Value | 405645 | EOYBookValue |
| EOYFMV | 436286 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE POLICY | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 881045 | BookValue |
| EOYFMV | 881045 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 2392 | RevenueAndExpensesPerBooks |
| Net Investment Income | 2392 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | COHEN CHARITABLE LEAD ANNUITY TRUST | PersonName |
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 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | Category |
| Amount | $156 | Amount |
| Net Investment Income | 156 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments