Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE COHEN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)331 E MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MONCKS CORNER, SC29461
A Employer identification number

46-6808674
B Telephone number (see instructions)

(843) 761-8088
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,725,173J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 768 768 768
4 Dividends and interest from securities... 317,898 317,898 317,898
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,962
b Gross sales price for all assets on line 6a 79,000
7 Capital gain net income (from Part IV, line 2)... 43,962
8 Net short-term capital gain......... 43,962
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 33,596    
12 Total. Add lines 1 through 11........ 396,224 362,628 362,628
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 0 0   0
25 Contributions, gifts, grants paid....... 1,109,490 539,490
26 Total expenses and disbursements. Add lines 24 and 25 1,109,490 0   539,490
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -713,266
b Net investment income (if negative, enter -0-) 362,628
c Adjusted net income (if negative, enter -0-)... 362,628
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 413,885    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 58,495 Click to see attachment58,495 54,578
b Investments—corporate stock (attach schedule)....... 9,290,422 Click to see attachment9,259,382 10,079,026
c Investments—corporate bonds (attach schedule)....... 13,303 Click to see attachment13,303 12,394
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 808,843 Click to see attachment758,205 579,175
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,584,948 10,089,385 10,725,173
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)   Click to see attachment217,703
23 Total liabilities (add lines 17 through 22).........   217,703
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 10,584,948 9,871,682
30 Total net assets or fund balances (see instructions)..... 10,584,948 9,871,682
31 Total liabilities and net assets/fund balances (see instructions). 10,584,948 10,089,385
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,584,948
2
Enter amount from Part I, line 27a .....................
2
-713,266
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,871,682
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
9,871,682
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly traded securities P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 79,000   35,038 43,962
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       43,962
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 43,962
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 43,962
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014      
2013      
2012      
2011      
2010      
2
Total of line 1, column (d) .....................
2  
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
 
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 7,253
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 7,253
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,253
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 18,710
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,710
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,457
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet11,457 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKim C Dye Telephone no.bullet (843) 761-8088

    Located atbulletPost Office Box 1117Moncks CornerSC ZIP+4bullet29461
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MANUEL COHEN Trustee
    1.00     		0    
    313 E MAIN STREET
    MONCKS CORNER,SC29461
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,125,123
    b
    Average of monthly cash balances.......................
    1b
    276,368
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,401,491
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    11,401,491
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    171,022
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,230,469
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    561,523
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    561,523
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    7,253
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,253
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    554,270
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    554,270
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    554,270
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    539,490
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    539,490
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    539,490
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 554,270
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 516,093
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 539,490
    a Applied to 2014, but not more than line 2a 516,093
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 23,397
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		530,873
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    PALMETTO BOYS STATE
    316 BOULEVARD
    ANDERSON,SC29321     		NONE PC GENERAL SUPPORT 1,500
    FRIENDS OF THE BERKELEY COUNTY LIBR
    100 LIBRARY ST
    MONCKS CORNER,SC29461     		NONE PC GENERAL SUPPORT 500
    SALVATION ARMY
    4248 DORCHESTER RD
    NORTH CHARLESTON,SC29405     		NONE PC GENERAL SUPPORT 10,000
    ROSCOE READING PROGRAM
    202 FACTORY LANE
    MONCKS CORNER,SC29461     		NONE PC GENERAL SUPPORT 10,000
    CHUCKTOWN SQUASH
    2213 MIDDLE STREET 2ND FLOOR
    SULLIVANS ISLAND,SC29482     		NONE PC GENERAL SUPPORT 10,000
    CHANGED LIVES MINISTRY
    470 REID HILL ROAD
    MONCKS CORNER,SC29461     		NONE PC GENERAL SUPPORT 10,000
    CHARLESTON JEWISH FEDERATION
    1645 WALLENBERG BLVD
    CHARLESTON,SC29407     		NONE PC GENERAL SUPPORT 100,018
    HABITAT FOR HUMANITY OF BERKELEY CO
    408 S LIVE OAK
    MONCKS CORNER,SC29461     		NONE PC GENERAL SUPPORT 10,000
    ASHLEY HALL FOUNDATION
    174 RUTLEDGE AVE
    CHARLESTON,SC29403     		NONE PC GENERAL SUPPORT 30,000
    CAROLINA YOUTH DEVELOPMENT CENTER
    5055 LACKAWANNA BLVD
    NORTH CHARLESTON,SC29405     		NONE PC GENERAL SUPPORT 10,000
    BOY SCOUT COASTAL CAROLINA COUNCIL
    1025 SAM RITTENBERG BLVD
    CHARLESTON,SC29407     		NONE PC GENERAL SUPPORT 10,000
    DEE NORTON LOWCOUNTRY CHILDRENS CEN
    1061 KING STREET
    CHARLESTON,SC29403     		NONE PC GENERAL SUPPORT 5,000
    CHARLESTON SOUTHERN UNIVERSITY
    9200 UNIVERSITY BLVD
    CHARLESTON,SC29423     		NONE PC GENERAL SUPPORT 10,000
    ADDLESTONE HEBREW ACADEMY
    1639 WALLENBERG BLVD
    CHARLESTON,SC29407     		NONE PC GENERAL SUPPORT 100,000
    CHABAD OF CHARLESTON
    734 YORK STREET
    MT PLEASANT,SC29464     		NONE PC GENERAL SUPPORT 136,000
    AMERICAN RED CROSS
    2424 CITY HALL LANE
    NORTH CHARLESTON,SC29406     		NONE PC GENERAL SUPPORT 10,000
    LIFE BAPTIST CHURCH
    2720 HARRISTOWN ROAD
    ST STEPHEN,SC29479     		NONE PC GENERAL SUPPORT 1,000
    SUMPTER FREE HEALTH CLINIC
    1083 N STATE HWY 35
    ST STEPHEN,SC29479     		NONE PC GENERAL SUPPORT 10,000
    SYNAGOGUE EMANUEL
    5 WINDSOR DRIVE
    CHARLESTON,SC29407     		NONE PC GENERAL SUPPORT 20,418
    PALMETTO GIRLS STATE INC
    107-A LEGION PLAZA DRIVE
    COLUMBIA,SC29210     		NONE PC GENERAL SUPPORT 1,500
    CHRISTIAN WOMENS FELLOWSHIP
    606 FAIRINGTON DR/
    SUMMERVILLE,SC29485     		NONE PC GENERAL SUPPORT 1,000
    MONCKS CORNER AME CHURCH
    306 W MAIN STREET
    MONCKS CORNER,SC29461     		NONE PC GENERAL SUPPORT 1,000
    AMERICAN LEGION
    PO BOX 695
    MONCKS CORNER,SC29461     		NONE PC GENERAL SUPPORT 500
    COLLEGE OF CHAS JEWISH STUDIES PROG
    66 GEORGE ST
    CHARLESTON,SC29404     		NONE PC GENERAL SUPPORT 1,000
    B'RITH SHALOM BETH ISRAEL SYNAGOGUE
    182 RUTLEDGE AVE
    CHARLESTON,SC29403     		NONE PC GENERAL SUPPORT 500
    SMITH CLINIC
    116 BASKERVILL DR
    PAWLEYS ISLAND,SC29585     		NONE PC GENERAL SUPPORT 1,000
    LIFE BAPTIST CHURCH
    2720 HARRISTOWN ROAD
    ST STEPHEN,SC29479     		NONE PC GENERAL SUPPORT 2,500
    STRAY DOG SOCIETY
    164 MARKET STREET
    CHARLESTON,SC29401     		NONE PC GENERAL SUPPORT 1,000
    DERECH USA
    PO BOX 300462
    BROOKLYN,NY11230     		NONE PC GENERAL SUPPORT 5,000
    CHABAD OF ATHENS
    1491 S LUMPKIN ST
    ATHENS,GA30605     		NONE PC GENERAL SUPPORT 6,454
    UNIVERSITY OF GEORGIA FOUNDATION
    394 S MILLEDGEVILLE AVE SUITE 100
    ATHENS,GA30602     		NONE PC GENERAL SUPPORT 10,000
    ATLANTA SCHOLARS KOLLEL
    1959 LAVISTA ROAD
    ATLANTA,GA30329     		NONE PC GENERAL SUPPORT 5,000
    TOYS FOR TOTS
    28 BRIDGESIDE BLVD
    MT PLEASANT,SC29464     		NONE PC GENERAL SUPPORT 5,000
    CAMP BARNEY MEDINTZ
    5342 TILLY MILL RD
    ATLANTA,GA30338     		NONE PC GENERAL SUPPORT 3,600
    Total .................................bullet 3a 539,490
    bApproved for future payment
    DERECH
    1588 SPINNAKER LANE
    CHARLESTON,SC29407     		NONE PC GENERAL SUPPORT 1,000
    CHARLESTON JEWISH FEDERATION
    176 CROGHAN SPUR RD STE 100
    CHARLESTON,SC29407     		NONE PC GENERAL SUPPORT 109,018
    ADDLESTONE HEBREW ACADEMY
    1639 WALLENBERG BLVD
    CHARLESTON,SC29407     		NONE PC GENERAL SUPPORT 18,000
    TAMASSEE DAR SCHOOL
    PO BOX 8
    TAMASSEE,SC29686     		NONE PC GENERAL SUPPORT 2,000
    COASTAL COMMUNITY FOUNDATION OF SC
    635 RUTLEDGE AVE STE 201
    CHARLESTON,SC29407     		NONE PC GENERAL SUPPORT 110,500
    ASHLEY HALL FOUNDATION
    174 RUTLEDGE AVENUE
    CHARLESTON,SC29403     		NONE PC GENERAL SUPPORT 10,000
    STRAY DOG SOCIETY
    164 MARKET ST STE
    CHARLESTON,SC29401     		NONE PC GENERAL OPERATIONS 6,000
    THE EDGE CONNECTION
    1000 CHASTAIN RD 3305
    KENNESAW,GA30144     		NONE PC GENERAL SUPPORT 1,000
    CHANGED LIVES MINISTRY
    470 REID HILL RD
    MONCKS CORNER,SC29461     		NONE PC GENERAL SUPPORT 10,000
    ATHENS HUMANE SOCIETY
    1781 MARS HILL RD
    WATKISNVILLE,GA30677     		NONE PC GENERAL SUPPORT 1,000
    CHABAD OF ATHENS
    1491 S LUMPKIN ST
    ATHENS,GA30605     		NONE PC GENERAL SUPPORT 20,800
    UNIV OF GA FOUNDATION
    394 SOUTH MILLEDGE AVE
    ATHENS,GA30602     		NONE PC GENERAL SUPPORT 30,000
    ASHLEY HALL FOUNDATION
    177 RUTLEDGE AVE
    CHARLESTON,SC29403     		NONE PC EDUCATIONAL 20,000
    SYNAGOGUE EMANUEL
    5 WINSDOR
    CHARLESTON,SC29407     		NONE PC GENERAL SUPPORT 12,018
    RAMBAM DAY SCHOOL
    111 ATLAS ST
    SAVANNAH,GA31405     		NONE PC GENERAL SUPPORT 2,000
    AMERICAN LEGION
    PO BOX 695
    MONCKS CORNER,SC29461     		NONE PC GENERAL SUPPORT 3,000
    B'RITH SHALOM B'RITH ISRAEL SYNAGOG
    RUTLEDGE AVE
    CHARLESTON,SC29401     		NONE PC GENERAL SUPPORT 3,000
    LIFE BAPTIST CHURCH
    2420 HARRISTOWN RD
    ST STEPHEN,SC29479     		NONE PC GENERAL SUPPORT 1,000
    THE SMITH CLINIC
    116 BASKERVILLE DR
    PAWLEYS ISLAND,SC29585     		NONE PC GENERAL SUPPORT 1,000
    NORTH CHAS DENTAL OUTREACH
    2307 EGRET LANE
    CHARLESTON,SC29414     		NONE PC GENERAL SUPPORT 19,300
    CHABAD OF CHARLESTON
    734 YORK ST
    MT PLEASANT,SC29464     		NONE PC GENERAL SUPPORT 150,000
    ATLANTA SCHOLARS KOLLEL
    1959 LAVISTA RD
    ATLANTA,GA30329     		NONE PC GENERAL SUPPORT 5,000
    TOYS FOR TOTS
    28 BRIDGESIDE BLVD
    MT PLEASANT,SC29464     		NONE PC GENERAL SUPPORT 10,000
    BERKELEY SENIORS INC
    103 GULLEDGE ST
    MONCKS CORNER,SC29461     		NONE PC GENERAL SUPPORT 1,000
    CHARLESTON URBAN SQUASH
    PO BOX 22731
    CHARLESTON,SC29413     		NONE PC GENERAL SUPPORT 10,000
    CAMP BARNEY MEDINTZ
    5342 TILLY MILL RD
    DUNWOODY,GA30338     		NONE PC GENERAL SUPPORT 5,400
    CHRISTIAN WOMENS' FELLOWSHIP
    605 FAIRINGTON DRIVE
    SUMMERVILLE,SC29485     		NONE PC GENERAL SUPPORT 1,000
    CALLEN-LACEY CENTER FOR CHILDREN
    PO BOX 1829
    MONCKS CORNER,SC29461     		NONE PC GENERAL SUPPORT 7,964
    PET HELPERS
    1447 FOLLY ROAD
    CHARLESTON,SC29412     		NONE PC GENERAL SUPPORT 2,500
    GHA AUTISM
    PO BOX 2487
    ALBEMARLE,NC28002     		NONE PC GENERAL SUPPORT 6,500
    Total .................................bullet 3b 580,000
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		    14 768  
    4 Dividends and interest from securities....     14 317,898  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....     14 33,596  
    8
    Gain or (loss) from sales of assets other than inventory ............     		        43,962
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   352,262 43,962
    13Total. Add line 12, columns (b), (d), and (e)..................
    13396,224
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID: 15000324
    Software Version: 2015v3.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 GeneralExplanationAttachment
    Name:
    THE COHEN FAMILY FOUNDATION
    EIN:
    46-6808674
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Identifier Return Reference Explanation
      General Explanation Supplemental Information for Form 990-PF Taxpayer is an affected taxpayer due to Hurricane Matthew and as such is claiming relief to file return until March 15, 2017 under Section 7508A.

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    THE COHEN FAMILY FOUNDATION
    EIN:
    46-6808674
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GEORGIA PACIFIC 7.375%25 13,303 12,394

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE COHEN FAMILY FOUNDATION
    EIN:
    46-6808674
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALLIANCEBERNSTEIN 46,865 49,855
    BANK OF AMERICA CORP 52,560 60,588
    BB&T 249,830 264,670
    BLACKROCK ENHCD EQTY 37,344 36,528
    BLACKROCK INTL GROWTH 30,600 24,960
    BLACKROCK MUNIHLDGS 70,155 76,995
    BLACKROCK NTL 2020 TERM 15,980 15,860
    BOEING CO 315,300 433,770
    BRISTOL MYERS SQUIBB 345,920 550,320
    CATERPILLAR INC 165,820 135,920
    CBRE CLARION GLBL RE 26,070 22,920
    CHEVRON CORPORATION 251,780 179,920
    COHEN & STEERS REIT 85,150 92,200
    CONOCO PHILLIPS 194,500 140,070
    COURIER CORP    
    DNP SELECT INCOME 16,955 15,116
    DOMINION RES INC VA NEW 177,930 202,920
    DOW CHEMICAL COMPANY 42,048 61,776
    EATON VANCE RISK MANAGED 22,020 20,320
    EATON VANCE TAX MANAGEMENT 52,550 44,250
    EATON VANCE TAX MGD GLBL 90,480 89,840
    EV NATIONAL MUNI OPP TR 9,290 10,715
    EV TAX MAN GLB DIV EQTY 47,700 56,000
    EXXON MOBIL CORP 501,563 417,033
    FRANKLIN TEMPLETON LTD 58,683 48,465
    FRONTIER COMMUNICATIONS 3,136 3,362
    GENERAL ELECTRIC CO 487,400 623,000
    GENERAL MILLS INC 83,200 92,256
    HARSCO CORPORATION 248,713 76,081
    HSBC HOLDINGS 25,810 26,690
    VOYA GLOBAL EQTY DIV PREM 62,270 45,500
    INTL SHIPHOLDING CORP 68,350 3,625
    INVESCO MUNI OPPORTUNITY 38,643 43,461
    JOHNSON & JOHNSON 374,000 410,880
    KEMPER CORPORATION 209,700 223,500
    KRAFT FOODS GROUP 113,160 145,520
    LILLY ELI & CO 265,550 421,300
    LOWES COMPANIES 312,060 532,280
    M F S MUNI INC TRUST 3,165 3,400
    MADISON CLAYMORE CVR N 32,680 29,520
    MARATHON OIL CORP 36,360 12,590
    MARATHON PETE CORP 36,665 51,840
    MASCO CORP 82,080 113,200
    MONDELEZ INTL INC CL A 187,620 230,902
    JC PENNEY CO INC 5,840 2,664
    PEPSICO 2,004,960 2,398,080
    PFIZER INCORPORATED 146,150 161,400
    PHILLIPS 66 92,250 122,700
    PIMCO CORP INCOME 33,860 26,800
    PIMCO MUNI INCM FD III 10,440 25,020
    PIMCO MUNI INCOME FD II 22,660 11,510
    PROCTOR & GAMBLE 144,540 142,938
    RAYTHEON COMPANY NEW 7,328 12,702
    SCANA CORPORATION NEW 103,820 120,980
    SNYDERS-LANCE INC 47,792 51,793
    TUPPERWARE BRANDS CORP 387,686 255,990
    V F CORPORATION 78,800 99,600
    WAL-MART STORES INC 342,936 269,720
    WELLS FARGO & CO NEW 34,626 43,271
    WELLS FARGO ADV GLOBAL 75,500 59,200
    WELLS FARGO ADV INCOME 36,600 29,800
    OMEGA HEALTHCARE INVESTMENTS 105,939 104,940

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE COHEN FAMILY FOUNDATION
    EIN:
    46-6808674
    Software ID:
    15000324
    Software Version:
    2015v3.0
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    58,495
    State & Local Government Securities - End of Year Fair Market Value:


    54,578


    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE COHEN FAMILY FOUNDATION
    EIN:
    46-6808674
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    B P PRUDHOE BAY REALTY TR AT COST 44,535 12,470
    BARCLAYS BANK 7.10% PFD AT COST 25,100 25,970
    COMMONWEALTH REIT AT COST 30,660  
    CRESTWOOD MIDSTREAM LP AT COST 24,750 6,109
    ENTERPRISE PRD PRTNRS LP AT COST 118,305 101,911
    MAGELLAN MIDSTREAM PTNRS AT COST 103,900 135,840
    PLUM CREEK TIMBER CO AT COST 166,950 167,020
    RAMCO GERSHENSON PPTY MD AT COST 7,805 8,305
    SUBURBAN PROPANE PRT LP AT COST 236,200 121,550

    TY 2015 OtherIncomeSchedule2
    Name:
    THE COHEN FAMILY FOUNDATION
    EIN:
    46-6808674
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 33,596    


    TY 2015 OtherLiabilitiesSchedule
    Name:
    THE COHEN FAMILY FOUNDATION
    EIN:
    46-6808674
    Software ID:
    15000324
    Software Version:
    2015v3.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Margin loan Charles Schwab   217,703