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RYNA AND MELVIN COHEN FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
RYNA AND MELVIN COHEN FAMILY FOUNDATION INC (EIN 52-1800019)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-01
IRS object ID
202532139349100603
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-01T09:07:50-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18000 TOWERS CRESCENT DRIVE SUITEAddressLine1Txt
Address Line21000AddressLine2Txt
CityTYSONS CORNERCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22182ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521800019EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RYNA AND MELVIN COHEN FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlRYNABusinessNameControlTxt
Phone3019375300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110501 RHODE ISLAND AVENUEAddressLine1Txt
CityBELTSVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20705ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNEIL D COHENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3019375300PhoneNum
Signature2025-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDAN J MARTINPreparerPersonNm
PTINP01285308PTIN
Phone7037446700PhoneNum
Preparation2025-07-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$60,453,053FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$51,574InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$51,574InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$795,421DividendsRevAndExpnssAmt
Dividends Net Invst Incm$713,783DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,069,230NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,670,866GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,069,230CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,631OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,319OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,917,856TotalRevAndExpnssAmt
Total Net Invst Incm$3,836,906TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,075AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,538AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,537AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$282,829OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$282,829OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$4,057InterestRevAndExpnssAmt
Interest Net Invst Incm$4,057InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$91,734TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$820OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$620OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$382,515TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$289,044TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,737TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,791,022ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,791,022ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,173,537TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$289,044TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,792,759TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$744,319ExcessRevenueOverExpensesAmt
Net Investment Income$3,547,862NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,107CashBOYAmt
Cash EOY$1,672CashEOYAmt
Cash EOYFMV$1,672CashEOYFMVAmt
Sav And Temp Cash Invst BOY$720,518SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$964,393SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$964,393SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$20,589,843CorporateStockBOYAmt
Corporate Stock EOY$21,232,937CorporateStockEOYAmt
Corporate Stock EOYFMV$54,209,103CorporateStockEOYFMVAmt
Corporate Bonds BOY$5,550,000CorporateBondsBOYAmt
Corporate Bonds EOY$5,855,250CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,669,386CorporateBondsEOYFMVAmt
Other Investments BOY$645,924OtherInvestmentsBOYAmt
Other Investments EOY$645,070OtherInvestmentsEOYAmt
Other Investments EOYFMV$608,499OtherInvestmentsEOYFMVAmt
Total Assets BOY$27,512,392TotalAssetsBOYAmt
Total Assets EOY$28,699,322TotalAssetsEOYAmt
Total Assets EOYFMV$60,453,053TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$27,512,392RetainedEarningBOYAmt
Retained Earning EOY$28,699,322RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,512,392TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$28,699,322TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,512,392TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$28,699,322TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,512,392TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$744,319ExcessRevenueOverExpensesAmt
Other Increases$442,611OtherIncreasesAmt
Subtotal$28,699,322SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$28,699,322TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$7,670,866GrossSalesPriceAmt
Cost Or Other Basis$4,601,636CostOrOtherBasisAmt
Gain Or Loss$3,069,230GainOrLossAmt
Gains Minus Excess Or Losses$3,069,230GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,069,230CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$49,315InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$49,315SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$49,315TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$56,013EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$56,013TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$286EsPenaltyAmt
Overpayment$6,412OverpaymentAmt
Applied To ES Tax$6,412AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KURT STURNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3019375300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110501 RHODE ISLAND AVENUEAddressLine1Txt
CityBELTSVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20705ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RYNA G COHEN
10501 RHODE ISLAND AVENUEBELTSVILLEMD20705VICE PRESIDENT1.00$0$0$0
NEIL D COHEN
10501 RHODE ISLAND AVENUEBELTSVILLEMD20705PRESIDENT1.00$0$0$0
DIANE C ZACK
10501 RHODE ISLAND AVENUEBELTSVILLEMD20705VICE PRESIDENT1.00$0$0$0
MARK L COHEN
10501 RHODE ISLAND AVENUEBELTSVILLEMD20705VICE PRESIDENT1.00$0$0$0
MARCELLA E COHEN
10501 RHODE ISLAND AVENUEBELTSVILLEMD20705VICE PRESIDENT1.00$0$0$0
HOWARD B ZACK
10501 RHODE ISLAND AVENUEBELTSVILLEMD20705VICE PRESIDENT1.00$0$0$0
THERESA COHEN
10501 RHODE ISLAND AVENUEBELTSVILLEMD20705VICE PRESIDENT1.00$0$0$0
THEA A COHEN
10501 RHODE ISLAND AVENUEBELTSVILLEMD20705VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GOLDMAN SACHSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 WEST STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10282ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORSServiceTypeTxt
Compensation$231,865CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$51,909,598AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$802,857AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,718,584FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$57,431,039TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$57,431,039AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$861,466CashDeemedCharitableAmt
Net Vl Noncharitable Assets$56,569,573NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,828,479MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,828,479MinimumInvestmentReturnAmt
Tax Based On Investment Income$49,315TaxBasedOnInvestmentIncomeAmt
Income Tax$14,922IncomeTaxAmt
Total Tax$64,237TotalTaxAmt
Distributable Before Adj$2,764,242DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,764,242DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,764,242DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,792,759ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,792,759QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,764,242DistributableAsAdjustedAmt
Undistributed Income PY$482,540UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,792,759QualifyingDistributionsAmt
Applied To Year1$482,540AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,310,219AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$454,023UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRYNA G COHENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
911 4 HNC
4550 N PARK AVENUE 506CHEVY CHASEMD20815PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$1,000
ACTIVE MINDS
2001 S ST NW STE 630WASHINGTONDC20009PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$7,500
ADAS ISRAEL CONGREGATION
2850 QUEBEC ST NWWASHINGTONDC20008PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$4,341
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$100,000
ALTHZEIMER'S DRUG DISCOVERY FOUNDATION
57 WEST 57TH STREET SUITE 904NEW YORKNY10019PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
ATHLETES FOR HOPE
4801 HAMPDEN LANE UNIT 104BETHESDAMD20814PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$7,591
BCC RESCUE SQUAD
5020 BATTERY LNBETHESDAMD20814PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$1,000
BENDER JCC OF GREATER WASHINGTON
6125 MONTROSE RDROCKVILLEMD20852PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$27,500
CAL RIPKEN SR FOUNDATION
PO BOX 825452PHILADELPHIAPW191825452PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
CAPITAL JEWISH MUSEUM
575 3RD ST NWWASHINGTONDC20001PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$105,000
CHASING HOPE LUNCHEON
BRIGHAM AND WOMENS HOSPITAL 75BOSTONMA02115PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$2,500FRANCIS STREET
CHRIS LONG FOUNDATION
100 S BRENTWOOD BLVD STE 500ST LOUISMO63105PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$10,000
CIRCUIT ARTS
12 MUSIC STREETWEST TISBURYMA02575PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
CROHN'S & COLITIS FOUNDATION
733 THIRD AVENUE SUITE 510NEW YORKNY10017PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$7,500
DAVIS PHINNEY FOUNDATION
357 S MCCASLIN BLVD STELOUISVILLECO80027PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$2,500
EASTER SEALS
11933 WESTLINE INDUSTRIALDRSAINT LOUISMT63146PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$2,500
EDLAVITCH JEWISH COMMUNITY
1529 SIXTEENTH STREETWASHINGTONDC20036PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$3,000
FIRST DESCENTS
621 KALAMATH STREETDENVERCO80204PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$2,500
FRIENDS OF CANCER RESEARCH
1800 M ST NWWASHINGTONDC20036PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
GEORGETOWN UNIVERSITY
3700 O ST NWWASHINGTONDC20057PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
HIGHER ACHIEVEMENT
317 8TH STREET NEWASHINGTONDC20002PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
HOPE FOR HENRY
2440 WISCONSIN AVE NW SUITE 201WASHINGTONDC20007PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$340
IONA SENIOR SERVICES
4125 ALBEMARLE ST NWWASHINGTONDC20016PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$250
JEWISH COMMUNITY RELATION
5000 CORPORATE WOODS DRIVEVIRGINIA BEACHVA23462PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
JOHN HOPKINS UNIVERSITY MEDICINE
600 N WOLF STBALTIMOREMD21287PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
JOSH FREEMAN FOUNDATION
31255 AMERICANASELBYVILLEDE19975PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
JP MORGAN - COHEN FAMILY FUND
270 PARK AVENUENEW YORKNY10017PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$1,300,000
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200 RYENEW YORKNY10573PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$250BROOK
MAKOM
1500 E JEFFERSON STROCKVILLEMD20852PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$15,000
MARTHA'S VINEYARD BANK LIFT CERTIFICATE RETAIL STORE
11 STATE ROADVINEYARD HAVENMA02568PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
NATIONAL MUSEUM OF WOMEN IN THE ARTS
1250 NEW YORK AVENUEWASHINGTONDC20005PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$10,000
NETWORK FOR GOOD
655 15TH STREET NW SUITE 650WASHINGTONDC20005PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$6,000
NORTON MUSEUM OF ART
1450 DIXIE HWYWEST PALM BEACHFL33401PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$1,250
PAN-MASS CHALLENGE
77 FOURTH AVENUENEEDHAMME02494PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
RUNSIGNUP 2 END CANCER
VIRTUAL RACEMUNCYPA17756PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$2,500
SAN FRANCISCO JEWISH COMMUNITY FEDERATION
121 STEUART STSAN FRANCISCOCA94105PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$900,000
SAVE A CHILD'S HEART
10050 CHAPEL RDPOTOMACMD20854PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$10,000
SCOTLAND AME ZION CHURCH 2ND CENTURY PROJECT
10902 SEVEN LOCKS RDPOTOMACMD20854PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
SP NATIONAL LINKS
331 7TH ST NEWASHINGTONDC20002PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$25,000
STANFORD UNIVERSITY DEVELOPMENT SERVICES
326 GALVEZ STREETSTANFORDCA94305PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$25,000
THE DEFIANT REQUIEM FOUNDATION
5506 CONNECTICUT AVENUE NW SUITE 24WASHINGTONDC20015PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$7,500
THE JOHN F KENNEDY DC
2500 F ST NWWASHINGTONDC20566PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$124,000
THE MAN IN THE GLASS INITIATIVE
PO BOX 2841CHARLOTTESVILLEVA22902PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$5,000
THE WASHINGTON INSTITUTE
1111 19TH ST NW STE 500WASHINGTONDC20036PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$10,000
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PI SWWASHINGTONDC20024PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$500
VAIL VETERANS FOUNDATION
PO BOX 6473VAILCO81658PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$2,500
VGC FOUNDATION
3203 N SAN FERNANDO BLVDBURBANKCA91504PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$500
YMCA OF METROPOLITAN WASHINGTON
1325 W STREET NW SUITE AWASHINGTONDC20009PCUNRESTRICTED SUPPORT OF THE ORGANIZATIONS TAX EXEMPT PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,791,022TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,574ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$795,421ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,631ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,069,230ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,917,856ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,917,856TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCOHNREZNICKCategoryTxt
Amt$3,075Amt
Net Investment Income$1,538NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,537DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHSBondNm
EOY Book Value$5,855,250EOYBookValueAmt
EOYFMV$4,669,386EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS$12,564,611$35,917,184
CIBC TRUST$8,668,326$18,291,919

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCIBCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$645,070BookValueAmt
EOYFMV$608,499EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANKING FEE$20$20$0
CUSTODY EXPENSES$600$600$0
OTHER EXPENSES$200$0$200

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$1,631RevenueAndExpensesPerBooksAmt
Net Investment Income$2,319NetInvestmentIncomeAmt
Adjusted Net Income$1,631AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX ADJUSTMENTDesc
Amt$442,611Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CIBC - ATLANTIC TRUST$50,973$50,973$0
GOLDMAN SACHS$231,856$231,856$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$85,534$0$0
STATE TAXES$6,200$0$0