RONALD AND GUADALUPE COHN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RONALD AND GUADALUPE COHN FAMILY FOUNDATION INC (EIN 46-4371069)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-21
- IRS object ID
- 202022349349100507
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-21T16:17:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421412604 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELPERDANG SCHUH & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 627 | AddressLine1Txt |
| City | SIOUX CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 511020627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464371069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD AND GUADALUPE COHN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 6194212099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 SAN FERNANDO STREET | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD COHN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6194212099 | PhoneNum |
| Signature | 2020-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE L DELPERDANG | PreparerPersonNm |
| PTIN | P00746553 | PTIN |
| Phone | 7122558081 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.30.184.87 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-21 | IPDt |
| IP Tm | 16:16:55 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Federal Original Submission Id | 42002620202340326e16 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-08-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B820A0139DF0A5F6232DF308055091C4BB00F364 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 12D3A89D9E472C367DBC6325D13B3995D6E18B9D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,733,143 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $603,499 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $484 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $299 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,987 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,987 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,012 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,884 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $741,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,170 | 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 |
| Other Prof Fees Rev And Expnss | $37,556 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,556 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,004 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,004 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,320 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,320 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $402,744 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,410 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $367,497 | CashBOYAmt |
| Cash EOY | $24,690 | CashEOYAmt |
| Cash EOYFMV | $24,690 | CashEOYFMVAmt |
| Acct Rcvbl | $7,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $7,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,000 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $8,996 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,996 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,965,960 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,146,840 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,643,748 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,535,008 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,090,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,047,504 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,407 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,205 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,205 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,877,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,279,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,733,143 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,518 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,518 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,876,354 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,279,098 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,876,354 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,279,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,877,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,279,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,876,354 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $402,744 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,279,098 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,279,098 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MARKETABLE SECURITY SALES | P | 2018-10-24 | 2019-04-22 | $34,492 | $34,299 | $193 | $193 |
| MARKETABLE SECURITY SALES | P | 2018-10-01 | 2019-11-06 | $45,520 | $43,829 | $1,691 | $1,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,884 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $263,942 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,839,132 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038593 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $191,556 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,756,038 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033279 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,064 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,164,220 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032194 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $94,808 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,108,057 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030504 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $72,825 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,892,031 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038490 | DistributionYr5Rt |
| Total Distribution | 0.173060 | TotalDistributionRt |
| Average Distribution | 0.034612 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,784,969 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $200,229 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,004 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,233 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,320 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,004 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,004 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,996 | OverpaymentAmt |
| Applied To ES Tax | $8,996 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | DELPERDANG SCHUH CO PC | IndividualWithBooksNm |
| Phone | 7122558081 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 14TH STREET | AddressLine1Txt |
| City | SIOUX CITY | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 51105 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD J COHN | ||||||||
| 635 SAN FERNANDO STREET | SAN DIEGO | CA | 92106 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| GUADALUPE I COHN | ||||||||
| 635 SAN FERNANDO STREET | SAN DIEGO | CA | 92106 | CFO, SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 | $5,736,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,873,065 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,873,065 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,784,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $289,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $289,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,004 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,004 | TotalTaxAmt |
| Distributable Before Adj | $288,244 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $288,244 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $288,244 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,320 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,004 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $299,316 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $288,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $293,207 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $293,207 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,113 | 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 | $281,131 | 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| ALPHA PROJECT SAN DIEGO | |||||||
| 3737 FIFTH AVE 203 | SAN DIEGO | CA | 92103 | NONE | PUBLIC | CHARITY | $20,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 4950 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | NONE | PUBLIC | CHARITY | $15,000 |
| CITY OF HOPE HOMETOWN | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PUBLIC | CHARITY | $40,000 |
| CRAWFORD HIGH SCHOOL | |||||||
| 4191 COLTS WAY | SAN DIEGO | CA | 92115 | NONE | PUBLIC | CHARITY | $30,000 |
| FATHER JOE'S VILLAGES | |||||||
| 1501 IMPERIAL AVE | SAN DIEGO | CA | 92101 | NONE | PUBLIC | CHARITY | $10,000 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 4950 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | NONE | PUBLIC | CHARITY | $15,000 |
| JEWISH FAMILY SERVICES | |||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 92123 | NONE | PUBLIC | CHARITY | $28,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3890 MURPHY CANYON RD 150 | SAN DIEGO | CA | 92123 | NONE | PUBLIC | CHARITY | $20,000 |
| LIVING COAST | |||||||
| CORNER OF BAY BLVD AND E ST | CHULA VISTA | CA | 91910 | NONE | PUBLIC | CHARITY | $6,820 |
| MERCY FOUNDATION | |||||||
| 550 WASHINGTON STREET | SAN DIEGO | CA | 92103 | NONE | PUBLIC | CHARITY | $48,000 |
| MULTIPLE SCLEROSIS SOCIETY | |||||||
| 10089 WILLOW CREEK RD 250 | SAN DIEGO | CA | 92131 | NONE | PUBLIC | CHARITY | $25,000 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | NONE | PUBLIC | CHARITY | $20,000 |
| SD REFUGEE TUTORING | |||||||
| 4877 ORANGE WAY | SAN DIEGO | CA | 92105 | NONE | PUBLIC | CHARITY | $2,500 |
| TEMPLE EMANU-EL | |||||||
| 6299 CAPRI DR | SAN DIEGO | CA | 92120 | NONE | PUBLIC | CHARITY | $10,000 |
| WE SUPPORT U | |||||||
| 55 H ST | CHULA VISTA | CA | 91910 | NONE | PUBLIC | CHARITY | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,320 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $484 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $136,987 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $854 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $138,325 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $138,325 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | FUNDS PROVIDED ENABLE THE FOUNDATION TO SUPPORT VARIOUS WORTHWHILE CHARITIES. |
| 4 | FUNDS PROVIDED ENABLE THE FOUNDATION TO SUPPORT VARIOUS WORTHWHILE CHARITIES. |
| 8 | FUNDS PROVIDED ENABLE THE FOUNDATION TO SUPPORT VARIOUS WORTHWHILE CHARITIES. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD AND GUADALUPE COHN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 SAN FERNANDO STREET | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $603,499 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,850 SHARES OF VARIOUS PUBLIC COMPANIES | NoncashPropertyDesc |
| Fair Market Value | $603,499 | FairMarketValueAmt |
| Received | 2019-12-30 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,146,840 | EOYBookValueAmt |
| EOYFMV | $7,643,748 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,090,367 | BookValueAmt |
| EOYFMV | $1,047,504 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $2,407 | BOYBookValueAmt |
| EOY Book Value | $1,205 | EOYBookValueAmt |
| EOYFMV | $1,205 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $1,518 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $37,556 | Amt |
| Net Investment Income | $37,556 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD AND GUADALUPE COHN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 635 SAN FERNANDO STREET | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92106 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,004 | Amt |
| Net Investment Income | $1,004 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |