Form990-PF

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
John and Golda Cohen Trust
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 470777
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Brookline Village, MA02447
A Employer identification number

59-7222346
B Telephone number (see instructions)

(407) 767-0037
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$12,637,216J 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) 70,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 0    
4 Dividends and interest from securities... 279,078 279,078  
5a Gross rents............ 580,620 580,620  
b Net rental income or (loss) 542,976
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 27,835
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 929,698 887,533 0
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)......... Click to see attachment 360 360    
b Accounting fees (attach schedule)....... Click to see attachment 2,555 2,555    
c Other professional fees (attach schedule).... Click to see attachment 53,029 53,029    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 24,376 24,376    
19 Depreciation (attach schedule) and depletion... Click to see attachment 135,016 133,877  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 37,978 37,643    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 253,314 251,840   0
25 Contributions, gifts, grants paid....... 716,000 715,600
26 Total expenses and disbursements. Add lines 24 and 25 969,314 251,840   715,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -39,616
b Net investment income (if negative, enter -0-) 635,693
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 1,705 4,909 4,909
2 Savings and temporary cash investments......... 271,194 381,550 381,550
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).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,292,057 Click to see attachment5,099,334 6,270,435
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 642,655 Click to see attachment634,080 714,915
14 Land, buildings, and equipment: basis bullet5,265,407
Less: accumulated depreciation (attach schedule) bullet1,312,953 4,087,470 Click to see attachment3,952,454 5,265,407
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,295,081 10,072,327 12,637,216
Liabilities 17 Accounts payable and accrued expenses.......... 21,236 17,570
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment2,295,075 Click to see attachment2,115,603
23 Total liabilities (add lines 17 through 22)......... 2,316,311 2,133,173
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 7,978,770 7,939,154
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 7,978,770 7,939,154
31 Total liabilities and net assets/fund balances (see instructions). 10,295,081 10,072,327
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
7,978,770
2
Enter amount from Part I, line 27a .....................
2
-39,616
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,939,154
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
7,939,154
Form 990-PF (2018)
Form 990-PF (2018)
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 Proctor and Gamble P 2017-10-23 2018-10-19
b General Electric P 2016-09-15 2018-10-01
c Proctor and Gamble P 2011-02-03 2018-10-19
d McDonalds Corp P 2013-10-02 2018-10-23
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 68,641 0 69,764 -1,123
b 77,994 0 177,966 -99,972
c 171,602 0 134,279 37,323
d 171,692 0 80,085 91,607
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 0 0 0 -1,123
b 0 0 0 -99,972
c 0 0 0 37,323
d 0 0 0 91,607
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 27,835
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 -1,123
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))
2017 707,380 7,586,829 0.093238
2016 677,838 11,950,951 0.056718
2015 735,236 12,196,981 0.060280
2014 638,016 13,635,845 0.046790
2013 634,105 12,613,214 0.050273
2
Total of line 1, column (d) .....................
2
0.307299
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.061460
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,855,088
5
Multiply line 4 by line 3......................
5
482,774
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,357
7
Add lines 5 and 6........................
7
489,131
8
Enter qualifying distributions from Part XII, line 4,.............
8
715,600
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,357
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 0
3 Add lines 1 and 2........................... 3 6,357
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,357
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 250
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,607
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet0 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
 
 
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)
    bulletFL
    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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 ofbulletJolyon Cowan Telephone no.bullet (617) 750-1293

    Located atbulletPO Box 47077BrooklineMA ZIP+4bullet02447
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
     
     
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
     
    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 2018 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 2018.)..................
    3b
     
     
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    .........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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Elizabeth Ann Cohen Trustee
    2.00     		0 0 0
    104 Knob Hills Circle
    Decatur,GA30030
    Richard S Cohen Trustee
    2.00     		0 0 0
    PO Box 941468
    Maitland,FL32794
    Jolyon Ellis Cowan Trustee
    4.00     		0 0 0
    PO Box 470777
    Brookline Village,MA02447
    Jenny Cohen Trustee
    2.00     		0 0 0
    PO Box 607772
    Orlando,FL32860
    Vanessa Trien Trustee
    2.00     		0 0 0
    12 Kent Square Apt 2
    Brookline,MA02468
    Richard Stone Trustee
    2.00     		0 0 0
    104 Knob Hills Circle
    Decatur,GA30030
    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 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.............bullet0
    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 (2018)
    Form 990-PF (2018)
    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
    6,925,887
    b
    Average of monthly cash balances.......................
    1b
    224,610
    c
    Fair market value of all other assets (see instructions)................
    1c
    824,212
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,974,709
    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
    7,974,709
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    119,621
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,855,088
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    392,754
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    392,754
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,357
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,357
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    386,397
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    386,397
    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
    386,397
    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
    715,600
    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
    715,600
    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
    6,357
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    709,243
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 386,397
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 373,221
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 74,939
    b From 2014...... 20,534
    c From 2015...... 61,492
    d From 2016...... 73,915
    e From 2017...... 121,614
    fTotal of lines 3a through e........ 352,494
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 715,600
    a Applied to 2017, but not more than line 2a 373,221
    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 2018 distributable amount.....  
    e Remaining amount distributed out of corpus 342,379
    5 Excess distributions carryover applied to 2018. 342,379 342,379
    (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 5 352,494
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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 ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		44,018
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		352,494
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 10,115
    e Excess from 2018.... 342,379
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    None
    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.
    None
    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 (2018)
    Form 990-PF (2018)
    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
    Brookline Emergency Food Pantry
    15 Saint Paul Street
    Brookline,MA02446     		  501(c)(3) Donation toGeneralFund 1,950
    Lower Cape Outreach Council
    19 Brewster Cross Road
    Orleans,MA02653     		  501(c)(3) Donation toGeneralFund 2,250
    Edgewood Children's Ranch
    1451 Edge Ranch Road
    Orlando,FL32835     		  501(c)(3) Donation toGeneralFund 6,000
    Central FL Women's Emergency Fund
    PO Box 536522
    Orlando,FL32853     		  501(c)(3) Donation toGeneralFund 11,000
    Harbor House
    PO Box 680748
    Orlando,FL32868     		  501(c)(3) Doantion toGeneralFund 24,500
    Healthcare Center for the Homeless
    232 N Orange Blossom Trl
    Orlando,FL32805     		  501(c)(3) Donation toGeneralFund 15,000
    Hope Community Center
    1016 N Park Avenue
    Apopka,FL32703     		  501(c)(3) Donation toGeneralFund 15,000
    Zoo New England
    149 Pond St
    Stoneham,MA02180     		  501(c)(3) Donation toGeneralFund 1,750
    IPAS
    PO Box 9990
    Chapel Hill,NC27515     		  501(c)(3) Donation toGeneralFund 35,000
    Decatur Cooperative Ministry
    PO Box 457
    Decatur,GA30031     		  501(c)(3) Donation toGeneralFund 2,000
    Jewish Family Services of Greater Orlando
    2100 Lee Road
    Winter Park,FL32789     		  501(c)(3) Donation toGeneralFund 25,000
    La Amistad Foundation
    8400 La Amistad Cove
    Fern Park,FL32730     		  501(c)(3) Donation toGeneral Fund 30,000
    MSI-US
    61 Farrand Road
    Princeton,NJ08540     		  501(c)(3) Donation toGeneralFund 80,000
    Museum of Science
    Science Park
    Boston,MA02114     		  501(c)(3) Donation toGeneralFund 2,500
    New Orleans Jazz & Heritage Foundation
    336 Camp St Ste 250
    New Orleans,LA70130     		  501(c)(3) Donation toGeneralFund 1,000
    PCI Media Impact
    777 United Nations Plaza 5th Floor
    New York,NY10017     		  501(c)(3) Donation toGeneralFund 50,000
    Planned Parenthood of Greater Orlan
    1350 W Colonial Drive
    Orlando,FL32804     		  501(c)(3) Donation toGeneralFund 45,000
    Shepherds' Hope
    4851 S Apopka Vineland Road
    Orlando,FL32851     		  501(c)(3) Donation to GeneralFund 22,500
    Sierra Club of Central FL
    691 Aberdeen Lane
    Winter Springs,FL32708     		  501(c)(3) Donation toGeneralFund 800
    The Food Project Inc
    PO Box 705
    Lincoln,MA01773     		  501(c)(3) Donation toGeneralFund 10,000
    Transition House
    1035 Cambridge Street B10
    Cambridge,MA02141     		  501(c)(3) Donation toGeneralFund 26,000
    Trustees of Reservations
    572 Essex Street
    Beverly,MA01915     		  501(c)(3) Donation toGeneralFund 5,000
    University Unitarian Universalist Society
    PO Box 780997
    Orlando,FL32878     		  501(c)(3) Donation toGeneralFund 10,000
    WBUR Boston University Radio
    890 Commonwealth Avenue
    Boston,MA02215     		  501(c)(3) Donation toGeneralFund 7,000
    WGBH Educational Foundation
    125 Western Avenue
    Boston,MA02134     		  501(c)(3) Donation toGeneralFund 13,000
    Hospice and Palliative Care Center
    101 Hospice Lane
    Winston Salem,NC27103     		  501(c)(3) Donation to GeneralFund 500
    World Music Inc
    720 Massachusetts Ave
    Cambridge,MA02139     		  501(c)(3) Donation toGeneralFund 2,800
    Write Boston
    43 Hawkins Street
    Boston,MA02114     		  501(c)(3) Donation toGeneralFund 5,000
    WUCF Public TV
    12461 Research Pkwy St550
    Orlando,FL32826     		  501(c)(3) Donation toGeneralFund 1,000
    Community Legal Services
    122 East Colonia Drive 200
    Orlando,FL32801     		  501(c)(3) Donation to GeneralFund 5,000
    Coolidge Corner Theatre Foundation
    290 Harvard Street
    Brookline,MA02446     		  501(c)(3) Donation to GeneralFund 3,000
    Cradles to Crayons
    155 North Beacon Street
    Brighton,MA02135     		  501(c)(3) Donation to General Fund 10,000
    Jewish Causes of Choice
    75 2nd Avenue 200
    Needham,MA02494     		  501(c)(3) Donation toGeneralFund 750
    Friends of Snow Library
    PO Box 481
    Orleans,MA02653     		  501(c)(3) Donation toGeneral Fund 500
    The Mustard Seed
    12 Mustard Seed Lane
    Orlando,FL32810     		  501(c)(3) Donation toGeneralFund 6,000
    Coalition for the Homeless
    639 W Central Blvd
    Orlando,FL32801     		  501(c)(3) Donation to GeneralFund 45,000
    Celebrity Series of Boston Inc
    20 Park Plaza Suite 832
    Boston,MA02116     		  501(c)(3) Donation toGeneralFund 21,000
    Boys & Girls Club
    1275 Peachtree St NE
    Atlanta,GA30309     		  501(c)(3) Donation toGeneralFund 11,000
    Lawrence School PTO
    27 Francis Street
    Brookline,MA02445     		  501(c)(3) Donation toGeneralFund 700
    Hamaatsa Inc
    PO Box 66707
    Albuquerque,NM87193     		  501(c)(3) Donation to GeneralFund 3,500
    Center for Courage & Renewal
    1402 3rd Ave Suite 709
    Seattle,WA98101     		  501(c)(3) Donation to GeneralFund 500
    Courageous Sailing
    One First Avenue
    Boston,MA02129     		  501(c)(3) Donation toGeneralFund 3,000
    Jeff's Place Children's Bereavement Center
    34 Deloss St 2nd Floor
    Framingham,MA01702     		  501(c)(3) Donation toGeneralFund 1,350
    Orange Audubon Society
    1920 North Forest Avenue
    Orlando,FL328031537     		  501(c)(3) Donation toGeneralFund 750
    Passim Folk Center
    47 Palmer Street
    Cambridge,MA02138     		  501(c)(3) Donation toGeneralFund 1,000
    Room to Grow
    142 Berkeley Street
    Boston,MA02116     		  501(c)(3) Donation toGeneralFund 10,000
    University Club of Winter Park
    841 N Park Ave
    Winter Par,FL32789     		  501(c)(3) Donation toGeneralFund 1,000
    WCAI Public Radio
    3 Water Street
    Woods Hole,MA02543     		  501(c)(3) Donation toGeneralFund 1,000
    WDSC Public Radio
    PO Box 9245
    Daytona Beach,FL32114     		  501(c)(3) Donation toGeneralFund 1,000
    Wellfleet Bay Wildlife Sanctuary
    291 St Hwy Route 6
    South Wellfleet,MA02663     		  501(c)(3) Donation toGeneralFund 5,000
    South End Community Health Center
    1601 Washington St
    Boston,MA02118     		  501(c)(3) Donation toGeneralFund 7,000
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY10011     		  501(c)(3) Donation toGeneralFund 4,000
    ArtBarn Community Theater
    PO Box 470504
    Brookline Village,MA02447     		  501(c)(3) Donation toGeneral Fund 2,200
    Brookline Arts Center
    86 Monmouth St
    Brookline,MA02446     		  501(c)(3) Donation toGeneralFund 700
    WMFE Radio
    11510 East Colonia Drive
    Orlando,FL32817     		  501(c)(3) Donation to GeneralFund 1,000
    Negro Spiritual Scholarship Foundation
    PO Box 547728
    Orlando,FL32854     		  501(c)(3) Donation toGeneralFund 500
    Brookline Education Foundation
    PO Box 470652
    Brookline Village,MA02447     		  501(c)(3) Donation toGeneralFund 700
    Water Defense Inc
    PO Box 204
    Livingston Manor,NY12758     		  501(c)(3) Donation toGeneralFund 400
    Congregation Bet Haverim
    PO Box 29548
    Atlanta,GA30359     		  501(c)(3) Donation to GeneralFund 2,000
    HIAS
    333 Seventh Avenue
    New York,NY10001     		  501(c)(3) Donation toGeneralFund 9,000
    PBA
    740 Bismark Rd
    Atlanta,GA30324     		  501(c)(3) Donation toGeneralFund 4,000
    Wikimedia Foundation Inc
    PO Box 98204
    Washington,DC20090     		  501(c)(3) Donation toGeneralFund 900
    U Mass Foundation WUMB Radio
    333 South St
    Shrewsbury,MA01545     		  501(c)(3) Donation toGeneralFund 300
    Wylde Center
    435 Oakview Road
    Decatur,GA30030     		  501(c)(3) Donation toGeneralFund 2,000
    Atlanta Food Bank
    732 Joesph E Lowery Blvd
    Atlanta,GA30318     		  501(c)(3) Donation to GeneralFund 2,000
    Boston Gay Men's Chorus
    539 Tremont St
    Boston,MA02116     		  501(c)(3) Donation to GeneralFund 1,000
    Children's Restoration Network
    11285 Elkins Rd Suite C-4
    Roswell,GA30076     		  501(c)(3) Donation to General Fund 10,000
    Destiny Rescue
    PO Box 752
    North Webster,IN46555     		  501(c)(3) Donation to GeneralFund 5,000
    Horizon Theater Company
    PO Box 5376
    Atlanta,GA31107     		  501(c)(3) Donation to GeneralFund 500
    Operation Hope Inc
    707 Wilshire Boulevard 30th Floor
    Los Angeles,CA90017     		  501(c)(3) Donation to GeneralFund 1,500
    Street Grace
    5995 Financial Dr Ste 180
    Norcross,GA30071     		  501(c)(3) Donation to GeneralFund 5,000
    Trees Atlanta
    225 Chester Ave SE
    Atlanta,GA30316     		  501(c)(3) Donation to GeneralFund 9,000
    Yesod FoundationThe Reb Zalman Legacy Fund
    PO Box 48
    Boulder,CO80306     		  501(c)(3) Donation to GeneralFund 500
    Engender Health
    505 9th Street NW Suite 601
    Washington,DC20004     		  501(c)(3) Donation to GeneralFund 50,000
    Prison Mindfulness Institute
    PO Box 206
    South Deerfield,MA01373     		  501(c)(3) Donation to GeneralFund 1,000
    Winter Park Library
    460 E New England Ave
    Winter Park,FL32789     		  501(c)(3) Donation to GeneralFund 1,000
    The Nature Conservancy
    4245 North Fairfax Dr Suite 100
    Arlington,VA22203     		  501(c)(3) Donation to GeneralFund 2,300
    Unitarian Universalists MH Chatham
    PO Box 18
    Chatham,MA02663     		  501(c)(3) Donation toGeneralFund 2,500
    Brookline Teen Center
    40 Aspinwall Ave
    Brookline,MA02446     		  501(c)(3) Donation toGeneralFund 1,250
    Cape Cod Museum of Natural History
    869 Route 6A
    Brewster,MA02631     		  501(c)(3) Donation to GeneralFund 750
    Florida Trails Association
    5415 SW 13th St
    Gainesville,FL32608     		  501(c)(3) Donation toGeneralFund 750
    Lost-N-Found Youth
    2585 Chantilly Dr NE
    Atlanta,GA30324     		  501(c)(3) Donation toGeneralFund 1,000
    Marchen Sagen Academy
    418 Church St
    Decatur,GA30030     		  501(c)(3) Donation to GeneralFund 500
    MSPCA Angell
    350 South Huntington Ave
    Boston,MA02130     		  501(c)(3) Donation toGeneralFund 650
    International Rescue Committee
    122 East 42nd St
    New York,NY10168     		  501(c)(3) Donation toGeneralFund 1,000
    Welcoming America
    PO Box 2554
    Decatur,GA30031     		  501(c)(3) Donation toGeneralFund 1,500
    Total .................................bullet 3a 716,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 0  
    4 Dividends and interest from securities....     14 279,078  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 542,976  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 0  
    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)..   822,054  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    822,054
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    John and Golda Cohen Trust
    EIN:
    59-7222346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Acosta Tax & Accounting Tax Preparation 2,555 2,555    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    John and Golda Cohen Trust
    EIN:
    59-7222346
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Denny's 2008-07-01 479,955 96,184 SL 39.000000000000 9,741 9,741    
    LJS Port Richey 2007-09-28 1,185,150 244,802 SL 39.000000000000 24,499 24,499    
    TGI Fridays 2008-07-25 2,754,706 534,462 SL 39.000000000000 56,507 56,507    
    Tire Kingdom 2009-04-01 402,652 89,906 SL 39.000000000000 10,324 10,324    
    Macaroni Grill 2010-12-29 1,404,377 202,856 SL 39.000000000000 28,808 28,808    
    Fred's TI 2015-08-01 115,000 9,583 SL 15.000000000000 3,833 3,833    
    Tenant Improvements 2017-02-01 6,429 144 SL 39.000000000000 165 165    
    Tenant Improvements 2018 2018-06-01 81,975   SL 39.000000000000 1,139      

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    John and Golda Cohen Trust
    EIN:
    59-7222346
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Charles Schwab 5,099,334 6,270,435

    TY 2018 InvestmentsOtherSchedule2
    Name:
    John and Golda Cohen Trust
    EIN:
    59-7222346
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Charles Schwab - Exchange Traded Funds   226,909 200,725
    Charles Schwab - Other Assests   407,171 514,190

    TY 2018 LandEtcSchedule2
    Name:
    John and Golda Cohen Trust
    EIN:
    59-7222346
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Dennys 383,964 105,925 278,039  
    LJS Port Richey 948,120 269,301 678,819  
    T.G.I. Fridays 2,203,765 590,969 1,612,796  
    Tire Kingdom 402,652 100,230 302,422  
    Macaroni Grill 1,123,502 231,664 891,838  
    Tenant Improvements 121,429 13,725 107,704  
    Tenant Improvements 81,975 1,139 80,836  


    TY 2018 LegalFeesSchedule
    Name:
    John and Golda Cohen Trust
    EIN:
    59-7222346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Broad & Cassel Legal Fees 360 360    


    TY 2018 OtherExpensesSchedule
    Name:
    John and Golda Cohen Trust
    EIN:
    59-7222346
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Telephone 49      
    Rental Expenses 37,643 37,643    
    Office 187      
    Postage 99      


    TY 2018 OtherLiabilitiesSchedule
    Name:
    John and Golda Cohen Trust
    EIN:
    59-7222346
    Description Beginning of Year - Book Value End of Year - Book Value
    Unrealized Gain/Loss 2,315,075 2,135,603
    Security Deposits 40,000 40,000
    Other Escrow -60,000 -60,000


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    John and Golda Cohen Trust
    EIN:
    59-7222346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Charles Schwab Investment Fees 53,029 53,029    


    TY 2018 TaxesSchedule
    Name:
    John and Golda Cohen Trust
    EIN:
    59-7222346
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Tax Paid 12,089 12,089    
    Excise Tax 12,287 12,287