LUBEN COHEN FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LUBEN COHEN FAMILY FOUNDATION (EIN 25-6869915)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201143199349100749
- Schema version
- 2010v3.4
- 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
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T11:08:19-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 ROAD 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 | 2010-01-01 | 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 | 2011-08-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY D STRATOTI CPA MST | Name |
| Phone | 6102799100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 901606 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 279295 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 4 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3395 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3395 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1044 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 51012 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 299 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 281949 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3399 | 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 |
| Legal Fees Rev And Expnss | 7000 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 7000 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 605 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 605 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 58 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 58 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 712 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 712 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8375 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 770 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7605 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50480 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50480 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 58855 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 770 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 58085 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 223094 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2629 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 883 | CashBOY |
| Cash EOY | 3669 | CashEOY |
| Cash EOYFMV | 3669 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 51163 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 47326 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 47326 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 55524 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 169535 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 189812 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 550665 | InvestmentsOtherBOY |
| Investments Other EOY | 660799 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 660799 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 658235 | TotalAssetsBOY |
| Total Assets EOY | 881329 | TotalAssetsEOY |
| Total Assets EOYFMV | 901606 | 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 | 658235 | RetainedEarningsBOY |
| Retained Earnings EOY | 881329 | RetainedEarningsEOY |
| Total Net Assets BOY | 658235 | TotalNetAssetsBOY |
| Total Net Assets EOY | 881329 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 658235 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 881329 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 658235 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 223094 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 881329 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 881329 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (16 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 |
|---|---|---|---|---|---|---|---|
| ALGER CAPITAL APPREC CLASS A | P | 2009-10-19 | 2010-01-28 | 4000 | 4013 | -13 | -13 |
| CRM ALL CAP VALUE INVESTOR CL | P | 2010-01-28 | 2010-05-25 | 118 | 122 | -4 | -4 |
| DODGE & COX INCOME | P | 2009-10-19 | 2010-01-27 | 4000 | 3945 | 55 | 55 |
| DODGE & COX INCOME | P | 2009-10-19 | 2010-05-25 | 324 | 317 | 7 | 7 |
| DODGE & COX INCOME | P | 2009-10-19 | 2010-06-29 | 859 | 842 | 17 | 17 |
| SPRTN TOTAL MKT INDX FID ADVANTAGE CLASS | P | 2009-01-01 | 2010-05-25 | 14265 | 14257 | 8 | 8 |
| SPARTAN INTL INDEX FID ADVANTAGE CLASS | P | 2009-01-01 | 2010-05-25 | 10907 | 12263 | -1356 | -1356 |
| PIMCO INVESTMENT GRADE CORP BOND CL A | P | 2009-10-19 | 2010-01-28 | 1000 | 1009 | -9 | -9 |
| PIMCO INVESTMENT GRADE CORP BOND CL A | P | 2009-10-19 | 2010-06-29 | 211 | 210 | 1 | 1 |
| VANGUARD INDEX FDS VANGUARD GROWTH | P | 2009-10-19 | 2010-01-28 | 5118 | 5131 | -13 | -13 |
| VANGUARD INDEX FDS VANGUARD GROWTH | P | 2009-10-19 | 2010-01-28 | 2354 | 2360 | -6 | -6 |
| VANGUARD INDEX FDS VANGUARD GROWTH | P | 2009-10-19 | 2010-02-02 | 25 | 26 | -1 | -1 |
| VANGUARD INDEX FDS VANGUARD VALUE VIPERS | P | 2009-10-19 | 2010-01-28 | 141 | 144 | -3 | -3 |
| VANGUARD INDEX FDS VANGUARD VALUE VIPERS | P | 2009-10-19 | 2010-02-03 | 7324 | 7401 | -77 | -77 |
| VANGUARD INDEX FDS VANGUARD VALUE VIPERS | P | 2009-10-19 | 2010-02-08 | 16 | 16 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 350 | 350 | 350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1044 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 59602 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 586568 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.101611 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 255949 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 481383 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.531695 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 230170 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 396952 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.579843 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 302215 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 433677 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.696867 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 188033 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 170767 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.101109 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.011125 | TotalDistributionRatio |
| Average Distribution Ratio | 0.602225 | AverageDistributionRatio |
| Net Noncharitable Assets | 138229 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 83245 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 26 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 83271 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 58085 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 53 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 53 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 53 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 111 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 111 | TotalCreditsAndPayments |
| Overpayment | 58 | Overpayment |
| Amount Credited To Next Year | 58 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | 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 | 111104 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 29230 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 140334 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 140334 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2105 | CashDeemedCharitable |
| Net Noncharitable Assets | 138229 | NetNoncharitableAssets |
| Minimum Investment Return | 6911 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 6911 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 53 | TaxBasedOnInvestmentIncome |
| Total Tax | 53 | TotalTax |
| Distributable Amount Before Adj | 6858 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 6858 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 6858 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 58085 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 58085 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 58085 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6858 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 181873 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 281214 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 210467 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 231917 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 30282 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 935753 | TotalExcessDistriCarryover |
| Qualifying Distributions | 58085 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6858 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 51227 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 986980 | 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 | 181873 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 805107 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 281214 | ExcessFromYear4 |
| Excess From Year3 | 210467 | ExcessFromYear3 |
| Excess From Year2 | 231917 | ExcessFromYear2 |
| Excess From Year1 | 30282 | ExcessFromYear1 |
| Excess From Current Year | 51227 | 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 | 6105658836 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | 509(A)(1) | TO SUPPORT THE JEWISH COMMUNITY | $25,000 |
| GUIDLINE SERVICES | |||||||
| 4037 PINE STREET | PHILADELPHIA | PA | 19104 | N/A | 509(A)(1) | TO HELP THE JEWISH COMMUNITY OF GREATER PHILADELPHIA | $5,000 |
| HAR ZION TEMPLE | |||||||
| 1500 HAGYS FORD FD | PENN VALLEY | PA | 19072 | N/A | 509(A)(1) | TO SUPPORT THE JEWISH COMMUNITY | $4,275 |
| JEWISH ADOPTION AND FOSTER CARE OPTIONS INC | |||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | N/A | 509(A)(2) | TO PROVIDE CARE FOR ABUSED AND NEGLECTED CHILDREN | $2,640 |
| JEWISH FAMILY AND CHILDREN'S SERVICE | |||||||
| 2100 ARCH STREET 5TH FLOOR | PHILADELPHIA | PA | 19103 | N/A | 509(A)(1) | TO PROVIDE QUALITY SOCIAL AND COMMUNITY SERVICES | $3,825 |
| MINDING YOUR MIND | |||||||
| 42 WEST LANCASTER AVE 2ND FLOOR | ARDMORE | PA | 19003 | N/A | 509(A)(1) | TO REDUCE THE STIGMA ASSOCIATED WITH MENTAL HEALTH ILLNESS | $5,000 |
| PENNSYLVANIA SPCA | |||||||
| 350 E ERIE AVE | PHILADELPHIA | PA | 19134 | N/A | 509(A)(1) | TO CONTINUE THE WORK OF SAVING THE LIVES OF HOMELESS | $100 |
| THE JEWISH THEOLOGICAL SEMINARY - TORAH FUND CAMPAIGN | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | N/A | 509(A)(1) | TO PROVIDE HIGHER EDUCATION | $600 |
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | 509(A)(1) | TO HELP PROMOTE THE MISSION OF THE ANTI-DEFAMATION LEAGUE | $100 |
| BRYN MAWR FIRE COMPANY | |||||||
| 901 LANCASTER AVENUE | BRYN MAWR | PA | 19010 | N/A | 509(A)(1) | TO SUPPORT THE VOLUNTEER FIRE COMPANY | $100 |
| CCFA FLORIDA CHAPTER | |||||||
| 386 PARK AVE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | N/A | 509(A)(1) | TO CURE CROHN'S DISEASE AND ULCERATIVE COLITIS | $1,000 |
| CHABAD MINISTRIES | |||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | 509(A)(1) | TO PROMOTE THE EDUCATIONAL AND CULTURAL ACTIVITIES OF CHABAD STUDENTS | $360 |
| FRIENDS OF ISRAEL DISABLED VETERANS | |||||||
| 1133 BROADWAY SUITE 232 | NEW YORK | NY | 10010 | N/A | 509(A)(1) | TO FUND FACILITIES AND PROGRAMS FOR DISABLED ISRAEL VETERANS | $500 |
| JEWISH FEDERATION OF PHILADELPHIA | |||||||
| 2100 ARCH STREET 8TH FLOOR | PHILADELPHIA | PA | 19103 | N/A | 509(A)(1) | TO MOBILIZE FINANCIAL AND VOLUNTEER RESOURCES | $1,000 |
| JEWISH RELIEF AGENCY | |||||||
| 116 BALA AVENUE | BALA CYNWYD | PA | 19004 | N/A | 509(A)(1) | TO ASSIST FAMILIES THROUGH THE DELIVERY OF MONTHLY FOOD PACKAGES | $500 |
| LOWER MERION FRATERNAL ORDER OF POLICE | |||||||
| PO BOX 13237 | PORTLAND | OR | 97213 | N/A | 509(A)(1) | TO SUPPORT RETIRED AND DISABLED POLICE DEPARTMENT EMPLOYEES | $25 |
| MADD | |||||||
| 511 E JOHN CARPENTER FWY | IRVING | TX | 75062 | N/A | 509(A)(1) | TO STOP DRUNK DRIVING AND SUPPORT THE VICTIMS OF DRUNK DRIVING | $75 |
| PJDS | |||||||
| 49 HAVERFORD RD | WYNNEWOOD | PA | 190963490 | N/A | 509(A)(2) | TO OPERATE A JEWISH DAY SCHOOL | $180 |
| TERESA CHARITIES | |||||||
| PO BOX 13237 | PORTLAND | OR | 97213 | N/A | 509(A)(1) | TO PROVIDE HUMANITARIAN AID TO VIETNAMESEE WITHIN THE US AND ABROAD | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50480 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,395 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$1,044 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IRS REFUND | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $299 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,654 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2654 | 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 | 279295 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $605 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 605 | 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 | 169535 | EOYBookValue |
| EOYFMV | 189812 | 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 | 660799 | BookValue |
| EOYFMV | 660799 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | Category |
| Amount | $7,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7000 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 712 | RevenueAndExpensesPerBooks |
| Net Investment Income | 712 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IRS REFUND | Description |
| Revenue And Expenses Per Books | 299 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 299 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | Category |
| Amount | $58 | Amount |
| Net Investment Income | 58 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments