Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE IRVING & MARJORIE F COWAN FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)3725 SOUTH OCEAN DRIVE 718
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOLLYWOOD, FL33019
A Employer identification number

65-0665228
B Telephone number (see instructions)

(954) 457-7007
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,516,828J 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 right arrow.............
3 Interest on savings and temporary cash investments 966 966  
4 Dividends and interest from securities... 56,122 56,122  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
254,993
b Gross sales price for all assets on line 6a 1,235,049
7 Capital gain net income (from Part IV, line 2)... 254,843
8 Net short-term capital gain.........  
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).......      
12 Total. Add lines 1 through 11........ 312,081 311,931  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,370 0   6,370
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
68,623 68,623   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,838 1,838   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
956 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,787 70,461   6,370
25 Contributions, gifts, grants paid....... 168,180 168,180
26 Total expenses and disbursements. Add lines 24 and 25 245,967 70,461   174,550
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 66,114
b Net investment income (if negative, enter -0-) 241,470
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 104,773 87,418 87,418
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 2,775,985 Click to see attachment
List of Attached Documents:
// Content
2,860,465 		3,429,410
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,011 0 0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,881,769 2,947,883 3,516,828
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,881,769 2,947,883
29 Total net assets or fund balances (see instructions)..... 2,881,769 2,947,883
30 Total liabilities and net assets/fund balances (see instructions). 2,881,769 2,947,883
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,881,769
2
Enter amount from Part I, line 27a .....................
2
66,114
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,947,883
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,947,883
Form 990-PF (2023)
Form 990-PF (2023)
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 CAPITAL GAINS DIVIDENDS P    
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 1,234,643   980,056 254,587
b 256     256
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       254,587
b       256
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 2 254,843
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  
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,356
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 3,356
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 3,356
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,056
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,056
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,700
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,700 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowC MORSE Telephone no.right arrow (954) 457-7007

Located atright arrow3725 SOUTH OCEAN DRIVE 718HOLLYWOODFL ZIP+4right arrow330192909
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
IRVING COWAN SECRETARY/TREASURER/MANAGE
0.00 		0 0 0
3725 SOUTH OCEAN DRIVE 718
HOLLYWOOD,FL33019
JONATHAN COWAN DIRECTOR
0.00 		0 0 0
3725 SOUTH OCEAN DRIVE 718
HOLLYWOOD,FL33019
CYNTHIA COWAN DIRECTOR
0.00 		0 0 0
3725 SOUTH OCEAN DRIVE 718
HOLLYWOOD,FL33019
DEBRA COWAN FISHMAN DIRECTOR
0.00 		0 0 0
3725 SOUTH OCEAN DRIVE 718
HOLLYWOOD,FL33019
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 N/A 0
2  
3  
4  
Part VIII-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 N/A 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
3,240,769
b
Average of monthly cash balances.......................
1b
113,402
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,354,171
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
0
3
Subtract line 2 from line 1d.........................
3
3,354,171
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
50,313
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,303,858
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
165,193
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
165,193
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,356
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,356
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
161,837
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
161,837
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
161,837
Part XI
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
174,550
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
174,550
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 161,837
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 163,894
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 174,550
a Applied to 2022, but not more than line 2a 163,894
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 10,656
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(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 0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		151,181
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AVENTURA TURNBERRY JEWISH CENTER

22400 NE 30TH AVE
MIAMI,FL33180 		N/A 501(C)(3) RELIGIOUS 25,000

BASCOM PALMER EYE INSTITUTE

900 NW 17TH STREET
MIAMI,FL33136 		N/A 501(C)(3) SCIENTIFIC 3,000

BROOKLYN LAW SCHOOL

250 JORALEMON ST
BROOKLYN,NY112013700 		N/A 501(C)(3) EDUCATIONAL 2,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		N/A 501(C)(3) SOCIAL WELFARE 20,000

GRAYSON-JOCKEY CLUB RESEARCH FDN

821 CORPORTATE DR
LEXINGTON,KY40503 		N/A 501(C)(3) SCIENTIFIC 1,000

HOLOCAUST DOCUMENTATION & EDUCATION

2031 HARRISON STREET
HOLLYWOOD,FL33021 		N/A 501(C)(3) EDUCATIONAL 1,000

MAKE A WISH SOUTHERN FLORIDA

4491 SOUTH STATE ROAD 7 STE 201
DAVIE,FL33314 		N/A 501(C)(3) ARTS 5,000

MAYO FOUNDATION DEPARTMENT OF DEVELOPMENT

200 FIRST ST SW
ROCHESTER,MN55905 		N/A 501(C)(3) SCIENTIFIC 5,000

MEMORIAL FOUNDATION HOSPITAL

3329 JOHNSON ST
HOLLYWOOD,FL33021 		N/A 501(C)(3) SOCIAL WELFARE 20,000

MT SINAI MEDICAL CENTER FOUNDATION

4300 ALTON ROAD STE 100
MIAMI BEACH,FL33140 		N/A 501(C)(3) SCIENTIFIC 30,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		N/A 501(C)(3) SCIENTIFIC 15,000

TEMPLE EMANU-EL

1701 WASHINGTON AVE
MIAMI BEACH,FL33139 		N/A 501(C)(3) RELIGIOUS 5,180

THE JERUSALEM FOUNDATION INC

420 LEXINGTON AVENUE STE 1645
NEW YORK,NY10170 		N/A 501(C)(3) SOCIAL/WELFARE 10,000

US HOLOCAUST MEMORIAL

100 RAOUL WALLENBERG PLACE SW
WASHINGTON,DC20024 		N/A 501(C)(3) EDUCATIONAL 5,000

UNIVERSITY OF MIAMI SCHOOL OF LAW

1500 NW 12TH AVE STE 1020E
MIAMI,FL33136 		N/A 501(C)(3) EDUCATIONAL 5,000

UNIVERSITY OF MIAMI SCHOOL OF MEDICINE

1500 NW 12TH AVE STE 1020E
MIAMI,FL33136 		N/A 501(C)(3) SCIENTIFIC 10,000

VANDERBILT UNIVERSITY MEDICAL CENTER

1211 MEDICAL CENTER DR
NASHVILLE,TN37232 		N/A 501(C)(3) SOCIAL WELFARE 1,000

WOMEN OF TOMORROW

22 E FLAGLER 6TH FLOOR
MIAMI,FL33134 		N/A 501(C)(3) SOCIAL WELFARE 5,000
Total .................................right arrow 3a 168,180
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 966  
4 Dividends and interest from securities ....     14 56,122  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 254,993  
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) .. 0 312,081 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
312,081
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE IRVING & MARJORIE F COWAN FAMILY
 
FOUNDATION INC
EIN:
65-0665228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 6,370 0   6,370

TY 2023 AllOthProgRltdInvestmentsSch
Name:
THE IRVING & MARJORIE F COWAN FAMILY
 
FOUNDATION INC
EIN:
65-0665228
Category Amount
N/A 0

TY 2023 AppliedToPriorYearElection
Name:
THE IRVING & MARJORIE F COWAN FAMILY
 
FOUNDATION INC
EIN:
65-0665228
Election:
IRVING COWAN AS A FOUNDATION MANAGER IS MAKING THE ELECTION UNDER REGULATION 53.4942(A)-3(D)(2) TO APPLY THE EXCESS QUALIFYING DISTRIBUTIONS TO THE 2014 TAX YEAR UNDISTRIBUTED INCOME

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
THE IRVING & MARJORIE F COWAN FAMILY
 
FOUNDATION INC
EIN:
65-0665228
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
LITIGATION CLAIMS   PURCHASED     150   COST 0 150  

TY 2023 InvestmentsCorpStockSchedule
Name:
THE IRVING & MARJORIE F COWAN FAMILY
 
FOUNDATION INC
EIN:
65-0665228
Name of Stock End of Year Book Value End of Year Fair Market Value
AAGIY AIA GROUP LTD SPONSORED ADR 9,615 9,084
AAPL APPLE INC 33,045 52,368
ABM ABM INDUSTRIES INC COM 4,859 5,828
ADBE ADOBE INC SHS 17,754 23,267
ADDYY ADIDAS AG SPONSORED ADR 11,782 7,929
ADI ANALOG DEVICES INC COM 11,414 16,878
ADM ARCHER DANIELS MIDLD 17,877 15,816
AGIO AGIOS PHARMACEUTICALS INC SHS 4,624 3,207
AHH ARMADA HOFFLER PPTYS INC COM 3,067 2,895
AIG AMERICAN INTERNATIONAL GROUP INC 16,772 19,512
AIT APPLIED INDUSTRL TECH 4,847 11,052
ALC ALCON SA ACT NOM 18,557 21,639
ALGT ALLEGIANT TRAVEL CO 6,274 3,387
ALV AUTOLIV INC 5,308 5,840
AMRC AMERESCO CLASS A COMMON STOCK 3,868 3,389
AMZN AMAZON COM INC COM 67,502 80,832
AON AON PLC REG SHS 8,081 7,858
AORT ARTIVION INC 3,929 3,969
APLS APPELIS PHARMACEUTICALS 1,095 2,155
APTV APTIV PLC SHS 13,116 9,779
ARCB ARCBEST CORPORATION 3,182 3,366
ARES ARES MANAGEMENT CORP - A 8,373 15,579
ASGN ASGN INC 5,948 8,367
ASHTY ASHTEAD GROUP PLC SHS ADR 4,410 5,117
ASMIY ASM INTERNATIONAL-NY REG 6,222 7,788
ASML ASML HLDG NV NY REG SHS 28,477 40,117
ATKR ATKORE INC SHS 3,303 3,520
ATNI ATN INTERNATIONAL INC SHS 2,755 1,793
ATO ATMOS ENERGY CORP COM 14,553 15,067
ATRC ATRICURE INC 6,198 4,104
AXTA AXALTA COATING SYSTEMS LTD SHS 11,636 13,011
AZN ASTRAZENECA PLC SPND ADR 25,809 29,903
AZTA AZENTA INC 3,123 4,495
BAESY BAE SYS PLC SPN ADR 8,444 11,506
BCC BOISE CASCADE CO DEL 3,395 11,384
BCPC BALCHEM CORP COM 1,249 1,934
BKH BLACK HILLS CORP 7,076 5,665
BKRIY BANK IRELAND GROUP PLC ADR 6,877 7,756
BOX BOX INC CL A 4,257 4,584
BPMC BLUEPRINT MEDICINES CORP SHS 7,700 9,501
BRP BRP GROUP INC CL A 6,191 6,101
BSX BOSTON SCIENTIFIC CORP 9,650 15,493
BV BRIGHTVIEW HLDGS INC 2,268 1,457
BZLFY BUNZL PLC ADR 5,534 8,065
CB CHUBB LTD 9,852 18,306
CBRE CBRE GROUP INC CL A 11,179 14,243
CCEP COCA-COLA EUROPACIFIC PARTNERS PLC SHS 9,435 9,944
CCI CROWN CASTLE INC SHS 13,361 13,362
CGEMY CAPGEMINI SE SHS ADR 5,670 6,654
CHCO CITY HOLDING CO CHARLSTN 2,877 4,410
CHUY CHUYS HLDGS INC 1,864 2,791
CMCO COLUMBUS MCKINNON CP N.Y 4,009 4,721
CMPGY COMPASS GROUP PLC SHS ADR 6,898 8,399
CNC CENTENE CORP 17,976 19,220
CNMD CONMED CORP COM 3,211 5,804
CNO CNO FINL GROUP INC 4,420 5,022
COHR COHERENT CORP 1,555 1,915
COP CONOCOPHILLIPS 14,837 22,169
CRH CRH PLC 3,163 5,049
CRM SALESFORCE INC 22,371 24,998
CSCO CISCO SYSTEMS INC COM 25,385 28,241
CTRA COTERRA ENERGY INC 17,689 14,036
CWAN CLEARWTR ANALYTICS HOLDINGS INC REGIST CL A 1,714 1,683
CWK CUSHMAN AND WAKEFIELD PLC REG SHS 2,769 4,007
CWST CASELLA WASTE SYS INC A 3,794 6,666
DAN DANA INC 3,113 3,010
DBOEY DEUTSCHE BOERSE AG SHS 8,060 11,423
DOC PHYSICIANS RLTY TR 5,584 4,885
DOX AMDOCS LIMITED 10,148 12,832
DRH DIAMONDROCK HOSPITALITY CO 4,835 4,986
DSDVY DSV A/S UNSP ADR 4,608 4,918
DTEGY DEUTSCHE TELE AG SPN ADR 10,305 11,076
EA ELECTRONIC ARTS INC DEL 15,524 16,007
EAT BRINKER INTL INC 5,081 4,232
EBCOY EBARA CORP ADR 7,610 7,610
EFSC ENTERPRISE FINL SVCS CRP 3,074 3,259
EL LAUDER ESTEE COS INC A 22,516 15,356
ELV ELEVANCE HEALTH INC 15,417 22,163
EMR EMERSON ELEC CO 16,001 18,785
EOG EOG RESOURCES INC 14,440 15,724
EQIX EQUINIX INC 13,550 18,524
ESE ESCO TECHNOLOGIES INC 2,609 4,213
ESNT ESSENT GROUP LTD 4,548 6,540
ETN EATON CORP PLC 14,491 21,915
EXC EXELON CORPORATION 12,480 12,745
EXLS EXLSERVICE HLDGS INC 3,006 6,941
EXPGY EXPERIAN PLC SP ADR 12,186 16,052
FANG DIAMONDBACK ENERGY INC 12,827 14,267
FBIN FORTUNE BRANDS INNOVATIONS INC 8,027 11,116
FBNC FIRST BANCORP N C COM 2,861 3,627
FCPT FOUR CORNERS PROPERTY TR INC SHS 5,300 4,984
FFBC FIRST FINANCIAL BANCORP SHS 4,948 4,489
FFIV F5 INC 17,443 17,719
FIBK FIRST INTST BANCSYSTEM INC COM CL A 6,555 5,043
FJTSY FUJITSU LTD NEW ADR 12,876 12,372
FOLD AMICUS THERAPEUTICS 6,423 6,840
FSS FEDERAL SIGNAL CORP 4,019 12,125
FTI TECHNIPFMC PLC REG SHS 1,992 2,840
GD GENL DYNAMICS CORP COM 10,233 14,542
GILD GILEAD SCIENCES INC COM 16,139 17,174
GLNCY GLENCORE PLC 4,669 4,960
GLPI GAMING AND LEISURE PROPERTIES INC. SHS W 12,930 17,519
GLW CORNING INC 16,313 16,473
GNTX GENTEX CORP 15,252 17,049
GOOG ALPHABET INC SHS CL C 9,055 12,120
GPN GLOBAL PMTS INC GEORGIA 16,622 11,938
GTLS CHART INDS INC 5,833 5,181
GWW W W GRAINGER INCORP 9,379 24,032
HALO HALOZYME THERAPEUTICS INC 4,716 5,692
HEES H AND E EQUIP SVCS INC 3,000 3,715
HEINY HEINEKEN N V ADR 11,265 11,267
HELE HELEN OF TROY LTD 4,847 3,624
HIBB HIBBETT SPORTS INC 1,883 2,665
HLNE HAMILTON LANE INC REG SH CL A 4,314 9,075
HRB BLOCK H&R INC 15,176 17,994
HSBC HSBC HLDG PLC SP ADR 7,565 7,784
HST HOST HOTELS & RESORTS REIT 13,467 16,219
HTHIY HITACHI LTD 10 NEW ADR 8,080 11,276
HUBG HUB GROUP INC CL A 3,298 5,700
HUN HUNTSMAN CORP 3,239 2,965
IBTX INDEPENDENT BK GROUP INC 3,347 2,849
ICE INTERCONTINENTAL EXCHANGE INC 19,830 23,117
ICHR ICHOR HOLDINGS LTD REG SHS 3,847 3,262
ICLR ICON PLC 8,138 10,757
IMAX IMAX CORP 3,769 3,079
IMCDY IMCD GROUP ADR 7,655 9,499
INDB INDEPENDENT BK CORP MASS 3,732 3,554
ING ING GP NV SPSD ADR 8,052 9,282
INSM INSMED INC 6,285 7,035
INST INSTRUCTURE HOLDINGS INC REG SHS 3,547 3,997
INTC INTEL CORP 10,260 11,105
INTU INTUIT INC COM 10,269 15,001
IRT INDEPENDENCE RLTY TR INC 6,898 6,044
ISRG INTUITIVE SURGICAL INC NEW 18,687 21,591
ITCI INTRA-CELLULAR THERAPIES INC 5,743 6,732
JACK JACK IN THE BOX INC 3,367 3,184
JBAXY JULIUS BAER GROUP ADR 8,676 8,474
JCI JOHNSON CONTROLS INTER 16,842 17,868
JJSF J & J SNACK FOODS CRP 6,174 6,853
JNJ JOHNSON AND JOHNSON COM 30,868 32,288
JPM JPMORGAN CHASE & CO 23,694 42,695
KAI KADANT INC 2,892 7,849
KALU KAISER ALUM CORP 4,202 3,631
KBCSY KBC GROUPE SA SHS 5,886 7,048
KBH KB HOME 2,853 5,059
KDDIY KDDI CORP SHS 10,008 10,175
KDP KEURIG DR PEPPER INC 14,417 15,894
KKR KKR & CO INC CL A 10,938 10,853
KNX KNIGHT-SWIFT TRANSPORTATION HOLD CL A 10,669 14,009
KOTMY KOITO MANUFACTURING ADR 5,175 2,914
KRG KITE REALTY GROUP TR SHS 4,955 6,538
KRYAY KERRY GRO ADR 12,883 10,061
KTB KONTOOR BRANDS INC REG SHS 3,414 3,433
KWR QUAKER HOUGHTON 4,283 5,976
LEN LENNAR CORP CL A 4,243 11,625
LGND LIGAND PHARMACEUTICALS INC SHS CL B 4,439 4,714
LHX L3HARRIS TECHNOLOGIES INC 14,778 16,850
LKQ LKQ CORP 16,430 14,767
LLY ELI LILLY & CO 6,620 12,241
LNSTY LONDON STK EXCHANGE GROUP PLC SHS SPON ADR 10,513 13,009
LNTH LANTHEUS HLDGS INC 6,827 5,580
LPLA LPL FINANCIAL HOLDINGS SHS 7,319 11,836
LSRCY LASERTEC CORP - 5,356 9,163
LXP LXP INDUSTRIAL TRUST REIT 4,452 4,474
LYG LLOYDS BANKING GROUP PLC ADR 8,111 7,125
LZAGY LONZA GROUP AG SHS 2,363 3,283
LZB LA-Z-BOY INC MICHIGAN 2,742 2,991
MBUU MALIBU BOATS INC SHS CL A 2,380 4,769
MET METLIFE INC COM 12,542 19,310
META META PLATFORMS INC CLASS A COMMON STOCK 30,912 51,678
MGY MAGNOLIA OIL & GAS CORP CL A 6,087 5,748
MIDD MIDDLEBY CORP COM 12,478 12,951
MKKGY MERCK KGAA- ADR 9,440 8,653
MMC MARSH & MCLENNAN COS INC 15,194 17,242
MMSI MERIT MEDICAL SYS INC 4,245 7,064
MNST MONSTER BEVERAGE SHS 15,477 19,530
MRK MERCK AND CO INC SHS 22,623 28,563
MS MORGAN STANLEY 17,141 17,811
MSFT MICROSOFT CORP 53,036 91,754
MTB M&T BANK CORPORATION 22,019 21,659
MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 3,568 5,763
MTUAY MTU AERO ENGINES AG SHS 3,501 3,238
MTX MINERALS TECHNOLOGIES 9,572 10,411
MXL MAXLINEAR INC CL A 3,330 3,566
MYRG MYR GROUP INC DEL 1,928 6,798
NDEKY NITTO DENKO CORP ADR 3,136 3,128
NEE NEXTERA ENERGY INC SHS 14,262 12,452
NEO NEOGENOMICS INC 6,236 3,738
NFLX NETFLIX COM INC 28,233 37,977
NKE NIKE INC CL B 17,304 15,851
NMIH NMI HOLDINGS INC SHS CL A 3,562 5,224
NRDBY NORDEA BANK ABP SHS ADR 6,339 7,917
NRILY NOMURA RESH INST LTD ADR 4,833 5,754
NSRGY NESTLE S A REP RG SH ADR 19,266 19,079
NVDA NVIDIA 17,767 60,912
NVS NOVARTIS ADR 8,723 10,804
NWE NORTHWESTERN ENE GR INC 6,136 5,496
NXPI NXP SEMICONDUCTORS N.V. 9,557 12,862
NYCB NEW YORK CMNTY BANCORP 14,803 15,693
OABI OMNIAB INC REG SHS 2,127 1,561
OMC OMNICOM GROUP COM 12,557 14,534
OMCL OMNICELL INC 5,205 1,957
ONB OLD NATL BANCORP IND 6,300 6,047
OSW ONESPAWORLD HLDGS LTD 1,373 1,354
PACB PACIFIC BIOSCIENCES 5,329 3,600
PANW PALO ALTO NETWORKS INC COM 8,540 27,424
PBH PRESTIGE CONSUMER HEALTHCARE INC 6,583 8,816
PCRX PACIRA BIOSCIENCES INC 2,569 2,564
PECO PHILLIPS EDISON AND CO INC 3,126 3,794
PFE PFIZER INC 32,141 24,932
PJT PJT PARTNERS INC SHS CL A 3,832 4,992
PNC PNC FINCL SERVICES GROUP 17,465 21,834
PPBI PACIFIC PREMIER BANCORP 3,693 4,832
PPRUY KERING S A 8,286 5,043
PR PERMIAN RES CORP 8,827 12,458
PRGS PROGRESS SOFTWARE CORP 3,582 3,421
PRNDY PERNOD RICARD SA - SPON 20,577 20,156
PSX PHILLIPS 66 SHS 9,595 18,107
PTEN PATTERSON UTI ENERGY INC 10,380 9,752
PUK PRUDENTIAL PLC ADR 11,800 7,139
PYPL PAYPAL HOLDINGS INC SHS 25,115 12,650
QCOM QUALCOMM INC 9,583 11,426
QGEN QIAGEN NV REG SHS 10,479 8,860
QTWO Q2 HOLDINGS INC SHS 6,956 7,293
RELX RELX PLC 7,714 13,722
RHHBY ROCHE HLDG LTD SPN ADR 24,684 24,455
RJF RAYMOND JAMES FINL INC 17,518 18,621
RNECY RENESAS ELECTRONICS CORP ADR REPSTG 1/2 COM SHS 4,513 5,078
ROAD CONSTRUCTION PARTNERS INC 2,918 3,264
RPD RAPID7 ORD 4,435 5,653
RPT RPT RLTY SH BEN INT 1,475 1,809
RTO RENTOKIL INTL SPNSRD ADR 8,000 8,039
RTX RTX CORP CORP 11,943 12,369
SAFRY SAFRAN SA-UNSPON ADR 2,978 2,957
SAH SONIC AUTOMOTIVE INC A 1,778 2,136
SAP SAP SE SHS 7,500 9,894
SBGSY SCHNEIDER ELEC SE ADR 2,723 5,230
SDZNY SANDOZ GROUP AG 690 992
SEE SEALED AIR CORP (NEW) 11,393 9,970
SGSOY SGS SA ADR 7,690 7,235
SHECY SHIN-ETSU CHEM-UNSPON 6,722 8,694
SHEL SHELL PLC 9,114 10,331
SHOO STEVEN MADDEN LTD SHS 6,763 10,206
SHW SHERWIN WILLIAMS 15,354 19,338
SIGI SELECTIVE INS GRP INC 4,713 7,063
SLAB SILICON LABS INC 5,233 7,275
SLB SCHLUMBERGER LTD 2,698 2,966
SM SM ENERGY CO SHS 6,264 5,924
SMCAY SMC CORP JAPAN SPONSORED ADR 8,954 8,954
SMFKY SMURFIT KAPPA GROUP PLC ADR 10,003 8,726
SMTC SEMTECH CORPORATION 4,860 2,958
SNCY SUN CTRY AIRLINES HOLDINGS INC REGIST 5,688 4,404
SNN SMITH-NPHW PLC SPADR NEW 7,419 5,538
SONVY SONOVA HOLD AG UNSPOND ADR 2,964 3,462
SONY SONY GROUP CORP 17,198 15,719
SPGI S&P GLOBAL INC 17,468 23,788
SPLK SPLUNK INC 9,896 9,903
SPSC SPS COMM INC 5,130 7,172
SPT SPROUT SOCIAL INC REG SHS CL A 5,106 5,222
SR SPIRE INC 6,130 5,424
SRE SEMPRA 14,026 16,665
SSB SOUTHSTATE CORP SHS 3,965 5,405
SUM SUMMIT MATLS INC 7,719 9,961
SUPN SUPERNUS PHARMACEUTICALS INC 5,041 5,354
SWAV SHOCKWAVE MEDICAL INC 1,285 2,477
SWN SOUTHWESTERN ENERGY CO 3,328 4,362
SYIEY SYMRISE AG ADR 11,966 12,545
SYK STRYKER CORP 12,592 17,069
TD TORONTO DOMINION BANK 5,367 5,040
TEAM ATLASSIAN CORP 13,529 13,320
TCCPY TECHNOPRO HLDGS INC SPON 7,973 8,777
TGLS TECNOGLASS INC 2,087 3,108
TGT TARGET CORP COM 16,038 18,515
TLPFY TELEPERFORMCE UNSPOND 13,363 7,865
TMDX TRANSMEDICS GROUP INC REG SHS 2,218 6,157
TMHC TAYLOR MORRISON HOME CORP CL A COMMON STOCK 3,437 7,309
TMO THERMO FISHER SCIENTIFIC INC 23,857 29,724
TRUMY TERUMO CORP SHS 7,201 7,013
TSLA TESLA INC 7,351 9,939
TTE TOTALENERGIES SE 5,943 7,210
TVTX TRAVERE THERAPEUTICS INC 5,042 2,832
TXRH TEXAS ROADHOUSE INC-CL A 1,249 1,956
UBER UBER TECHNOLOGIES INC 12,558 19,025
UCBI UNITED COMMUNITY BANKS INC 3,911 4,652
UL UNILEVER PLC NEW ADR 22,547 22,058
UNH UNITEDHEALTH GROUP INC 39,135 54,753
UNP UNION PACIFIC CORP 14,698 15,720
UPS UNITED PARCEL SVC CL B 28,218 30,817
V VISA INC CL A SHRS 30,553 50,768
VLY VALLEY NATL BANCORP N J 4,197 4,279
VRNS VARONIS SYSTEMS INC SHS 6,274 8,060
VRNT VERINT SYSTEMS INC 4,945 3,541
VSCO VICTORIA'S SECRET AND CO 11,658 8,413
WDAY WORKDAY INC CL A 17,010 18,772
WERN WERNER ENTERPRISES INC 6,250 6,652
WK WORKIVA INC CL A 4,654 4,975
WNS WNS (HOLDINGS) LTD REG SHS 2,620 4,803
WOR WORTHINGTON INDSTRS OHIO 3,120 5,410
WS WORTHINGTON STL INC 1,581 2,641
WSBC WESBANCO INC 3,692 3,670
WSC WILLSCOT MOBILE MINI 952 2,403
WSFS WSFS FINANCIAL CORP 4,113 5,328
YELP YELP INC CL A 4,770 6,249
YETI YETI HLDGS INC 1,631 2,071
ZD ZIFF DAVIS INC 3,224 3,158
ZTS ZOETIS INC 13,541 18,355
ZWS ZURN ELKAY WATER SOLUTIONS CORP 2,532 6,859

TY 2023 OtherExpensesSchedule
Name:
THE IRVING & MARJORIE F COWAN FAMILY
 
FOUNDATION INC
EIN:
65-0665228
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CORPORATE ANNUAL REPORT 61 0   0
BANK FEES 60 0   0
DEPOSITORY FEES 835 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
THE IRVING & MARJORIE F COWAN FAMILY
 
FOUNDATION INC
EIN:
65-0665228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MERRILL LYNCH 68,623 68,623   0


TY 2023 TaxesSchedule
Name:
THE IRVING & MARJORIE F COWAN FAMILY
 
FOUNDATION INC
EIN:
65-0665228
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,838 1,838   0