CHARLES COHN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES COHN FOUNDATION INC (EIN 13-6129449)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-03-02
- IRS object ID
- 202030629349100413
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- 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 | 2020-03-02T17:05:00-06:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | 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 | C/O MARC S COHN 53 N PARK AV NO 302 | 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 | 2020-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS ZACARESE | PreparerPersonNm |
| PTIN | P00451421 | PTIN |
| Phone | 5165367100 | PhoneNum |
| Preparation | 2020-03-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,932,964 | 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 | $682 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $682 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $230,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $230,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,923 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,206,770 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,923 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $240,356 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,356 | 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 | $20,760 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,760 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,840 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,596 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,313 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,139 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,138 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,360 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,360 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $273,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $273,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $320,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $317,749 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,043 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,967 | CashBOYAmt |
| Cash EOY | $49,074 | CashEOYAmt |
| Cash EOYFMV | $49,074 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $110,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,399 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,284,348 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,463,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,463,591 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,055,643 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,480,201 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,480,201 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $252,036 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $260,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $260,314 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $604,025 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,044 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $593,119 | LandBOYAmt |
| Land EOY | $591,981 | LandEOYAmt |
| Land EOYFMV | $497,781 | LandEOYFMVAmt |
| Other Assets BOY | $51,608 | OtherAssetsBOYAmt |
| Other Assets EOY | $53,604 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $53,604 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,388,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,027,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,932,964 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,388,739 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,027,167 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,388,739 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,027,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,388,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,027,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,388,739 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $718,416 | OtherIncreasesAmt |
| Subtotal | $8,027,167 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,027,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US BANCORP 3.1% 4/27/26 | P | 2016-09-27 | 2019-09-11 | $205,285 | $211,879 | -$6,594 | -$6,594 |
| JPMORGAN CHASE 3.15% 12/24/32 | P | 2016-11-10 | 2019-10-11 | $83,849 | $86,727 | -$2,878 | -$2,878 |
| QUALCOMM INC 3.45% 5/20/25 | P | 2017-02-10 | 2019-09-11 | $104,332 | $102,281 | $2,051 | $2,051 |
| QUALCOMM INC 3.45% 5/20/25 | P | 2017-02-21 | 2019-09-11 | $52,166 | $51,172 | $994 | $994 |
| INTEL CORP 3.7% 7/29/25 | P | 2017-03-22 | 2019-11-14 | $107,311 | $106,221 | $1,090 | $1,090 |
| INTEL CORP 3.7% 7/29/25 | P | 2017-04-06 | 2019-11-14 | $107,311 | $106,415 | $896 | $896 |
| AFLAC 3.25% 3/17/25 | P | 2017-05-03 | 2019-09-13 | $103,026 | $102,837 | $189 | $189 |
| COSTCO 3% 5/18/27 | P | 2017-08-16 | 2019-09-17 | $129,716 | $127,241 | $2,475 | $2,475 |
| COSTCO 3% 5/18/27 | P | 2017-12-04 | 2019-09-17 | $103,773 | $101,420 | $2,353 | $2,353 |
| AMERICAN EXPRESS 3.3% 5/3/27 | P | 2018-01-22 | 2019-09-13 | $104,454 | $101,599 | $2,855 | $2,855 |
| WALMART 3.7% 6/26/28 | P | 2018-11-02 | 2019-10-11 | $105,471 | $100,055 | $5,416 | $5,416 |
| NEWMARK GROUP - CASH IN LIEU | P | 2019-12-03 | 2019-12-03 | $3 | $3 | $3 | |
| WABTEC - CASH IN LIEU | P | 2019-02-26 | 2019-02-26 | $73 | $73 | $73 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,923 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $381,487 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,975,563 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054689 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $296,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,111,711 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041728 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $275,911 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,251,713 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044134 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $213,751 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,916,034 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043480 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $254,596 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,737,316 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053743 | DistributionYr5Rt |
| Total Distribution | 0.237774 | TotalDistributionRt |
| Average Distribution | 0.047555 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,169,468 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $340,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,390 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $343,334 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $317,749 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,781 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,781 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,781 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,421 | 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 AV NO 302 | 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 302 | 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 302 |
| DANIEL COHN | |||||||||
| C/O MARC S COHN 53 NORTH PARK | ROCKVILLE CENTRE | NY | 11570 | VP & TREASURER | 0.00 | $0 | $0 | $0 | AVENUE - SUITE 302 |
| 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 | $6,995,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,334 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $48,083 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,278,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,278,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,169,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,781 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,781 | TotalTaxAmt |
| Distributable Before Adj | $353,692 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $353,692 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $353,692 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $317,749 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $317,749 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $317,749 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,692 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $290,311 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $317,749 | QualifyingDistributionsAmt |
| Applied To Year1 | $290,311 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,438 | 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 | $326,254 | 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 (15 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 | $15,000 |
| FRIENDS OF TRANQUILITY CAMP | |||||||
| PO BOX 378 | WOODMERE | NY | 11598 | NONE | PUBLIC CHARITY | YOUTH EDUCATION ATHLETICS | $10,000 |
| GREATER LONG ISLAND RUNNING CLUB | |||||||
| 101 DUPONT ST | PLAINVIEW | NY | 11803 | NONE | PUBLIC CHARITY | ATHLETIC | $2,000 |
| JCC ON THE PALISADES | |||||||
| 411 E CLINTON AVE | TENAFLY | NJ | 07670 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $11,000 |
| NATIONWIDE CHILDRENS HOSPITAL | |||||||
| 700 CHILDRENS DR | COLUMBUS | OH | 43205 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | -$1,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE | NEW HYDE PARK | NY | 11042 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $80,000 |
| ST VINCENT'S SERVICES | |||||||
| 66 BOERUM PLACE | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | FOSTER CHILDREN SERVICES | $10,000 |
| STEPHEN GAYNOR SCHOOL | |||||||
| 22 WEST 74TH STREET | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | EDUCATION FOR CHILDREN WITH LEARNING DISABILITIES | $15,000 |
| TEMPLE JUDEA | |||||||
| 4311 HOOD ROAD | PALM BEACH GARDENS | FL | 33410 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $1,000 |
| TORAH DAY SCHOOL OF DALLAS | |||||||
| 6691 FRANKFORD RD | DALLAS | TX | 75252 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $5,400 |
| TRANQUILITY CAMP INC | |||||||
| 170 TRANQUILITY ROAD | EARLTON | NY | 12058 | NONE | PUBLIC CHARITY | YOUTH EDUCATION AND ATHLETICS;LISTTOTAL 58397 | $15,000 |
| WEILL CORNELL MEDICAL COLLEGE | |||||||
| 1300 YORK AVE BX 314 | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | MEDICAL RESEARCH | $100,000 |
| BROOKVILLE PARK FOUNDATION | |||||||
| 25 ROLLING DRIVE | BROOKVILLE | NY | 11545 | NONE | PUBLIC CHARITY | CULTURAL | $250 |
| JEWISH FEDERATION OF NORTHERN NJ | |||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $5,000 |
| KIDS IN SEATS | |||||||
| 111 JOHN STREET SUITE 800 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | HELP FOR AT RISK CHILDREN | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $273,650 | 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 | $682 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $230,751 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,923 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $240,356 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,356 | 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 | $4,840 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,840 | 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 | $10,906 | SL | 27.500000000000 | $1,138 | $0 |
| LAND - SUGAR AND SPICE LLC | $154,200 | L | $0 | $0 | |||
| LAND - SANDP LLC | $418,531 | L | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $5,480,201 | EOYBookValueAmt |
| EOYFMV | $5,480,201 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $1,463,594 | EOYBookValueAmt |
| EOYFMV | $1,463,591 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SCHEDULE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $260,314 | BookValueAmt |
| EOYFMV | $260,314 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $31,294 | $12,044 | $19,250 |
| 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 FEES | CategoryTxt |
| Legal Fees | $20,760 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,760 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $51,608 | BOYBookValueAmt |
| EOY Book Value | $53,604 | EOYBookValueAmt |
| EOYFMV | $53,604 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PUBLICATION NOTICE | $160 | $0 | $160 |
| INSURANCE | $4,413 | $0 | $4,413 |
| UTILITIES | $2,560 | $0 | $2,560 |
| LLC FILING FEE | $50 | $0 | $50 |
| REPAIRS & MAINTENANCE | $750 | $0 | $750 |
| MISCELLANEOUS | $427 | $0 | $427 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $718,416 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $9,889 | $0 | $9,889 |
| NYS CHAR500 TAX | $250 | $0 | $250 |
| FEDERAL INVESTMENT INCOME SEC 4940 TAX | $144 | $0 | $0 |
| FOREIGN TAXES | $1,313 | $1,313 | $0 |