CHARLES COHN FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: CHARLES COHN FOUNDATION INC (EIN 13-6129449)
Tax period: 2022-12-01 to 2023-11-30
Filed: 2024-01-20
IRS object ID: 202400209349100305
Schema version: 2022v5.0
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
Accounting Fees Schedule
Depreciation Schedule
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-01-20T11:54:37-06:00	ReturnTs
Tax Period End	2023-11-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	112774468	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SHENKER ZACARESE & MARKS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	53 NORTH PARK AVE	AddressLine1Txt
City	ROCKVILLE CENTRE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11570	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-12-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136129449	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CHARLES COHN FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CHAR	BusinessNameControlTxt
Phone	5167633100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO MARC S COHN 53 N PARK AVE 51	AddressLine1Txt
City	ROCKVILLE CENTRE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11570	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARC S COHN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5167633100	PhoneNum
Signature	2024-01-18	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARC	PersonFirstNm
Person Last	COHN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LOUIS ZACARESE	PreparerPersonNm
PTIN	P00451421	PTIN
Phone	5165367100	PhoneNum
Preparation	2024-01-18	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$7,654,273	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$1,733	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,733	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$211,374	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$211,374	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$192,172	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,243,058	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$20,935	TotalRevAndExpnssAmt
Total Net Invst Incm	$213,107	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	$27,356	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$27,356	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,930	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$4,930	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$4,641	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$1,752	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$1,138	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss	$1,650	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,650	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$39,715	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$35,688	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$359,200	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$359,200	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$398,915	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$394,888	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$377,980	ExcessRevenueOverExpensesAmt
Net Investment Income	$213,107	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$46,891	CashBOYAmt
Cash EOY	$80,311	CashEOYAmt
Cash EOYFMV	$80,311	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$211,099	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$135,344	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$135,344	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,920,358	CorporateStockBOYAmt
Corporate Stock EOY	$2,091,964	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,091,964	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$4,174,450	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,942,083	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,942,083	CorporateBondsEOYFMVAmt
Other Investments BOY	$227,286	OtherInvestmentsBOYAmt
Other Investments EOY	$224,919	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$224,919	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$604,025	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$16,596	LandBldgEquipAccumDeprecAmt
Land BOY	$588,567	LandBOYAmt
Land EOY	$587,429	LandEOYAmt
Land EOYFMV	$1,134,698	LandEOYFMVAmt
Other Assets BOY	$46,352	OtherAssetsBOYAmt
Other Assets EOY	$44,954	OtherAssetsEOYAmt
Other Assets EOYFMV	$44,954	OtherAssetsEOYFMVAmt
Total Assets BOY	$7,215,003	TotalAssetsBOYAmt
Total Assets EOY	$7,107,004	TotalAssetsEOYAmt
Total Assets EOYFMV	$7,654,273	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$7,215,003	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$7,107,004	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,215,003	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,107,004	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,215,003	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,107,004	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,215,003	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$377,980	ExcessRevenueOverExpensesAmt
Other Increases	$269,981	OtherIncreasesAmt
Subtotal	$7,107,004	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$7,107,004	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
APPLE 3.25% 2/23/26	P	2016-09-01	2023-08-14	$190,593	$216,988	-$26,395	-$26,395
APPLE INC 3.2% DUE 5/11/27	P	2019-09-11	2023-11-15	$112,572	$128,793	-$16,221	-$16,221
BERKSHIRE 3.125% 3/15/26	P	2017-05-23	2023-06-14	$120,133	$129,150	-$9,017	-$9,017
EXXON MOBIL 3.043% 3/1/26	P	2017-01-03	2023-08-10	$47,473	$50,555	-$3,082	-$3,082
EXXON MOBIL 3.043% 3/1/26	P	2017-11-15	2023-08-10	$94,946	$103,635	-$8,689	-$8,689
GE HEALTHCARE TECHS	P	2016-01-05	2023-01-04	$17	$50	-$33	-$33
GE HEALTHCARE TECHS	P	2016-02-12	2023-01-04	$19	$49	-$30	-$30
JOHNSON & JOHNSON 3.4% DUE 1/15/38	P	2019-10-10	2023-11-20	$102,172	$138,862	-$36,690	-$36,690
JOHNSON & JOHNSON 3.4% DUE 1/15/38	P	2019-10-25	2023-11-20	$24,521	$33,190	-$8,669	-$8,669
JOHNSON & JOHNSON 3.55% 3/1/36	P	2018-03-26	2023-11-14	$128,431	$150,582	-$22,151	-$22,151
MERCK & CO 3.4% 3/7/26	P	2019-09-16	2023-07-19	$140,680	$163,863	-$23,183	-$23,183
MICROSOFT CORP 3.5% 2/12/35	P	2016-05-02	2023-07-19	$93,139	$101,912	-$8,773	-$8,773
WALMART 3.7% 6/26/28	P	2018-11-02	2023-10-06	$93,119	$103,548	-$10,429	-$10,429
FLORIDA POWER & LIGHT 5.65% 2/1/35	P	2022-05-02	2023-10-06	$95,243	$114,053	-$18,810	-$18,810

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$192,172	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,962	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,962	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,962	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,960	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,960	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$2	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	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	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	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5167633100	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O MARC S COHN 53 N PARK AVE 51	AddressLine1Txt
City	ROCKVILLE CENTRE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11570	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt	Address Line2USAddress/AddressLine2Txt
MARC S COHN
53 NORTH PARK AVENUE - SUITE 51	ROCKVILLE CENTRE	NY	11570	PRESIDENT	2.00	$0	$0	$0
ELLEN MENSCHER
C/O MARC S COHN 53 NORTH PARK	ROCKVILLE CENTRE	NY	11570	VICE PRESIDENT	0.00	$0	$0	$0	AVENUE - SUITE 51
DANIEL COHN
C/O MARC S COHN 53 NORTH PARK	ROCKVILLE CENTRE	NY	11570	VP & TREASURER	0.00	$0	$0	$0	AVENUE - SUITE 51

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	$6,286,071	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$276,448	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$46,389	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,608,908	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$6,608,908	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$99,134	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,509,774	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$325,489	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$325,489	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,962	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,962	TotalTaxAmt
Distributable Before Adj	$322,527	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$322,527	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$322,527	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$394,888	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$394,888	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$322,527	DistributableAsAdjustedAmt
Undistributed Income PY	$318,975	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$394,888	QualifyingDistributionsAmt
Applied To Year1	$318,975	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$75,913	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$246,614	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	MARC S COHN	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
5 UNDER 40 FOUNDATION CORP
36 WEST 9TH STREET	NEW YORK	NY	10011	NONE	PUBLIC CHARITY	MEDICAL RESEARCH	$10,000
ENGLEWOOD HOSPITAL MEDICAL CENTER
350 ENGLE ST	ENGLEWOOD	NJ	07631	NONE	PUBLIC CHARITY	MEDICAL RESEARCH	$5,000
GREATER LONG ISLAND RUNNING CLUB
101 DUPONT ST	PLAINVIEW	NY	11803	NONE	PUBLIC CHARITY	ATHLETIC	$3,000
JCC ON THE PALISADES
411 E CLINTON AVE	TENAFLY	NJ	07670	NONE	PUBLIC CHARITY	JEWISH EDUCATION	$55,000
JEWISH FEDERATION OF NORTHERN NJ
50 EISENHOWER DRIVE	PARAMUS	NJ	07652	NONE	PUBLIC CHARITY	JEWISH EDUCATION	$55,000
LONG ISLAND CARES
10 DAVIDS DR	HAUPPAUGE	NY	11788	NONE	PUBLIC CHARITY	FOOD BANK	$50,000
MUSELLA FOUNDATION
1100 PENINSULA BLVD	HEWLETT	NY	11557	NONE	PUBLIC CHARITY	CANCER RESEARCH	$10,000
ST JUDE'S CHILDRENS HOSPITAL
262 DANNY THOMAS PLACE MS512	MEMPHIS	TN	38105	NONE	PUBLIC CHARITY	MEDICAL RESEARCH	$25,000
TEMPLE EMANUEL OF CLOSTER
180 PIERMONT RD	CLOSTER	NJ	07624	NONE	PUBLIC CHARITY	JEWISH EDUCATION	$25,000
TRANQUILITY CAMP INC
170 TRANQUILITY ROAD	EARLTON	NY	12058	NONE	PUBLIC CHARITY	YOUTH EDUCATION AND ATHLETICS;LISTTOTAL 58397	$11,200
WEILL CORNELL MEDICAL COLLEGE
1300 YORK AVE BX 314	NEW YORK	NY	10065	NONE	PUBLIC CHARITY	MEDICAL RESEARCH	$100,000
GIGI'S PLAYHOUSE NEW YORK CITY LLC
PO BOX 925	NEW YORK	NY	10026	NONE	PUBLIC CHARITY	SPECIAL NEEDS EDUCATION	$5,000
RONALD MCDONALD HOUSE OF NEW YORK
405 EAST 73RD STREET	NEW YORK	NY	10021	NONE	PUBLIC CHARITY	PROVIDES FACILITIES FOR FAMILIES OF CHILDREN WITH CANCER	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$359,200	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	08	ExclusionCd
Exclusion	$1,733	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$211,374	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$192,172	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$20,935	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$20,935	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$4,930	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,930	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
BUILDING	2009-05-01	$31,294	$15,458	SL	27.500000000000	$1,138	$0
LAND - SUGAR AND SPICE LLC		$154,200		L		$0	$0
LAND - SANDP LLC		$418,531		L		$0	$0

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	FMV OF DONATION	IdentifierTxt
Form And Line Reference	FORM 990-PF LINE 25	FormAndLineReferenceDesc
Medium Explanation	215 ROUND BALE OF HAY WERE DONATED AT A VALUE OF $11,200. THERE WAS NO BOOK VALUE OF THIS DONATION AS THE HAY WAS ALREADY ON THE PROPERTY THERE WAS NO COST. THE FAIR MARKET VALUE WAS DETERMINED BY THE DONEE AS THEY REGULARLY BUY HAY. THE DATE OF THE DONATION WAS 11/2/23.	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (42 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
65000 AMAZON.COM 0.048	$65,439	$65,439
100000 AMAZON.COM 0.03875	$89,097	$89,097
70000 APPLE INC 0.032	$66,824	$66,824
150000 APPLE INC 0.0325	$145,133	$145,133
100000 APPLE INC 0.0165	$81,778	$81,778
100000 APPLE INC 0.0165	$81,778	$81,778
100000 BERKSHIRE HATHAWAY 0.02875	$86,570	$86,570
150000 BERKSHIRE HATHAWAY 0.0575	$161,622	$161,622
50000 BERKSHIRE HATHAWAY 0.0575	$53,874	$53,874
100000 ELI LILLY 0.055	$102,857	$102,857
150000 GOOGLE 0.03375	$149,309	$149,309
105000 IBM 0.07	$108,710	$108,710
100000 INSTITUTE ADV 0.03792	$91,831	$91,831
80000 JOHNSON & JOHNSON 0.034	$67,214	$67,214
100000 JOHNSON & JOHNSON 0.03625	$87,803	$87,803
150000 JOHNSON & JOHNSON 0.03625	$131,705	$131,705
100000 MERCK & CO 0.063	$102,596	$102,596
100000 MICROSOFT 0.033	$96,225	$96,225
50000 MICROSOFT CORP 0.033	$48,113	$48,113
100000 MICROSOFT CORP 0.035	$91,306	$91,306
150000 MICROSOFT CORP 0.033	$144,338	$144,338
100000 MICROSOFT CORP 0.0345	$88,010	$88,010
130000 MICROSOFT CORP 0.03125	$126,004	$126,004
125000 PRES & FELLOWS OF HARVARD 0.03529	$113,736	$113,736
75000 STANFORD UNIVERSITY 0.03089	$68,753	$68,753
75000 UNIV OF SOUTHERN CALIFORNIA 0.03028	$57,947	$57,947
75000 WALMART 0.0325	$70,151	$70,151
100000 WALMART 0.0395	$89,568	$89,568
100000 AMAZON.COM 0.048	$100,676	$100,676
30000 APPLE INC 0.032	$28,639	$28,639
50000 APPLE INC 0.0325	$48,378	$48,378
100000 APPLE INC 0.043	$98,666	$98,666
75000 BERKSHIRE HATHAWAY 0.0575	$80,811	$80,811
100000 CHEVRON 0.0505	$90,887	$90,887
100000 CHEVRON 0.06	$109,436	$109,436
100000 CHEVRON 0.06	$109,436	$109,436
20000 JOHNSON & JOHNSON 0.034	$16,804	$16,804
100000 JOHNSON & JOHNSON 0.0355	$88,504	$88,504
150000 LUBRIZOL CORP 0.065	$171,326	$171,326
100000 WALMART 0.05625	$105,511	$105,511
100000 WALMART 0.062	$112,359	$112,359
100000 WALMART 0.062	$112,359	$112,359

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
1040 ALPHABET INC	$137,831	$137,831
1540 APPLE INC	$292,523	$292,523
4200 BGC PARTNERS INC	$27,300	$27,300
1100 ENERGY SELECT SECTOR SPDR	$93,038	$93,038
490 EXXON MOBIL CORP	$50,343	$50,343
161 GENERAL ELECTRIC COMPANY	$19,610	$19,610
300 INTERNATIONAL BUSINESS MACHINE CORP	$47,568	$47,568
1130 ISHARES US AEROSPACE & DEFENSE	$135,442	$135,442
380 JOHNSON & JOHNSON	$58,771	$58,771
60 KYNDRYL HLDGS INC (SPINOFF FROM IBM)	$1,082	$1,082
1948 NEWMARK GRP INC (SPINOFF FROM BGC)	$16,032	$16,032
480 NORFOLK SOUTHERN CORP	$104,717	$104,717
480 PROCTER & GAMBLE CO	$73,690	$73,690
560 SCHLUMBERGER LTD	$29,142	$29,142
1500 SECTOR SPDR TR TECHNOLOGY SELECT SECTOR	$277,740	$277,740
1260 SELECT SECTOR SPDR CONSUMER STAPLES	$89,032	$89,032
2800 SELECT SECTOR SPDR FINANCIAL	$100,520	$100,520
915 SELECT SECTOR SPDR HEALTH CARE	$120,149	$120,149
389 SELECT SECTOR SPDR REAL ESTATE SELECT	$14,482	$14,482
1400 SELECT SECTOR SPDR UTILITIES	$87,864	$87,864
320 SPDR S&P 500	$146,048	$146,048
815 VERIZON COMMUNICATIONS	$31,239	$31,239
520 VISA INC	$133,474	$133,474
6 WABTEC (SPINOFF FROM GE)	$699	$699
53 GE HEALTHCARE TECHS INC	$3,628	$3,628

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	225000 ISRAEL AID 0.055	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$224,919	BookValueAmt
EOYFMV	$224,919	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
BUILDING	$31,294	$16,596	$14,698
LAND - SUGAR AND SPICE LLC	$154,200	$0	$154,200
LAND - SANDP LLC	$418,531	$0	$418,531

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$27,356	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$27,356	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	INTEREST RECEIVABLE	Desc
BOY Book Value	$46,352	BOYBookValueAmt
EOY Book Value	$44,954	EOYBookValueAmt
EOYFMV	$44,954	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PUBLICATION NOTICE	$170	$0	$170
INSURANCE	$956	$0	$956
UTILITIES	$446	$0	$446
LLC FILING FEE	$50	$0	$50
MISCELLANEOUS	$28	$0	$28

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
UNREALIZED GAIN	$258,781
DIFFERENCE BETWEEN FMV AND BASIS OF NON CASH CONTRIBUTION	$11,200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REAL ESTATE TAXES	$1,502	$0	$1,502
NYS CHAR500 TAX	$250	$0	$250
FEDERAL TAX	$2,889	$0	$0