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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$3,811,049J 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 3,427 3,427  
4 Dividends and interest from securities... 59,683 59,683  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 272,261
b Gross sales price for all assets on line 6a 1,413,275
7 Capital gain net income (from Part IV, line 2)... 272,261
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)....... Click to see attachment
List of Attached Documents:
// Content
75 75  
12 Total. Add lines 1 through 11........ 335,446 335,446  
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
6,923 0   6,923
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
77,782 77,782   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,104 2,104   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
1,122 1,122   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 87,931 81,008   6,923
25 Contributions, gifts, grants paid....... 152,025 152,025
26 Total expenses and disbursements. Add lines 24 and 25 239,956 81,008   158,948
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 95,490
b Net investment income (if negative, enter -0-) 254,438
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 87,418 64,154 64,154
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)....... 2,860,465 Click to see attachment
List of Attached Documents:
// Content
2,974,017 		3,746,895
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)..........      
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) 2,947,883 3,038,171 3,811,049
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 2,947,883 3,038,171
29 Total net assets or fund balances (see instructions)..... 2,947,883 3,038,171
30 Total liabilities and net assets/fund balances (see instructions). 2,947,883 3,038,171
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
2,947,883
2
Enter amount from Part I, line 27a .....................
2
95,490
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,043,373
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,202
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,038,171
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,413,275   1,141,014 272,261
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       272,261
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 272,261
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 3,537
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 3,537
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 3,537
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,400
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 3,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 79
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 216
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
3,678,918
b
Average of monthly cash balances.......................
1b
112,457
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,791,375
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
3,791,375
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
56,871
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,734,504
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
186,725
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
186,725
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,537
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,537
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
183,188
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
183,188
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
183,188
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
158,948
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
158,948
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 183,188
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 151,181
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 158,948
a Applied to 2023, but not more than line 2a 151,181
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 2024 distributable amount..... 7,767
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		175,421
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

THE JERUSALEM FOUNDATION INC

17 WEST 60TH STREET 2ND FLOOR
NEW YORK,NY10023 		N/A 501(C)(3) SOCIAL WELFARE 25

AMERICAN FRIENDS OF MAGEN ADOM

4371 NORTHLAKE BLVD 361
PALM BEACH GARDENS,FL33410 		N/A 501(C)(3) SOCIAL WELFARE 15,000

AVENTURA TURNBERRY JEWISH CENTER

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

BROOKLYN LAW SCHOOL

250 JORALEMON ST
BROOKLYN,NY112013700 		N/A 501(C)(3) EDUCATIONAL 1,000

DANA-FARBER CANCER INSTITUTE

450 BROOKLINE AVE
BOSTON,MA02215 		N/A 501(C)(3) SOCIAL WELFARE 25,000

EXPERIENCE AVIATION INC

14850 NW 44TH CT 203
OPALOCKA,FL33054 		N/A 501(C)(3) SOCIAL WELFARE 10,000

FRIENDS OF ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		N/A 501(C)(3) SOCIAL WELFARE 10,000

HOLY CROSS CATHOLIC CHURCH

12600 MARSFIELD AVE
ORLANDO,FL32837 		N/A 501(C)(3) SOCIAL WELFARE 2,500

MAKE A WISH SOUTHERN FLORIDA

4491 SOUTH STATE ROAD 7 STE 201
DAVIE,FL33314 		N/A 501(C)(3) ARTS 2,500

MEMORIAL FOUNDATION HOSPITAL

3329 JOHNSON ST
HOLLYWOOD,FL33021 		N/A 501(C)(3) SOCIAL WELFARE 15,000

MT SINAI MEDICAL CENTER FOUNDATION

4300 ALTON ROAD STE 100
MIAMI BEACH,FL33140 		N/A 501(C)(3) SCIENTIFIC 25,000

SYLVESTER COMPREHENSIVE CANCER FUND

1475 NW 12TH AVE
MIAMI,FL33136 		N/A 501(C)(3) SOCIAL WELFARE 5,000

TEMPLE BETH EL

1351 S 14TH AVE
HOLLYWOOD,FL33020 		N/A 501(C)(3) SOCIAL WELFARE 5,000

TEMPLE EMANU-EL

1701 WASHINGTON AVE
MIAMI BEACH,FL33139 		N/A 501(C)(3) RELIGIOUS 1,000

THE JERUSALEM FOUNDATION INC

420 LEXINGTON AVENUE STE 1645
NEW YORK,NY10170 		N/A 501(C)(3) SOCIAL/WELFARE 10,000
Total .................................right arrow 3a 152,025
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 3,427  
4 Dividends and interest from securities ....     14 59,683  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 75  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 272,261  
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) .. 0 335,446 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
335,446
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 6,923 0   6,923

TY 2024 AllOthProgRltdInvestmentsSch
Name:
THE IRVING & MARJORIE F COWAN FAMILY
 
FOUNDATION INC
EIN:
65-0665228
Category Amount
N/A 0

TY 2024 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 2022 TAX YEAR UNDISTRIBUTED INCOME

TY 2024 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
AAPL APPLE INC 45,200 67,113
ABM ABM INDUSTRIES INC COM 4,722 6,398
ABNB AIRBNB INC CLA 12,953 12,484
ACN ACCENTURE PLC SHS 16,104 18,997
ACCYY ACCOR SA SHS ADR 6,800 7,810
ADBE ADOBE INC SHS 25,364 23,123
ADM ARCHER DANIELS MIDLD 23,061 15,863
ADYEY ADYEN N.V. SHS ADR 5,339 6,832
AEP AMN ELEC POWER CO 14,194 14,296
AGIO AGIOS PHARMACEUTICALS INC SHS 4,298 4,469
AHH ARMADA HOFFLER PPTYS INC COM 2,807 2,281
AIG AMERICAN INTERNATIONAL GROUP INC 17,509 21,476
AIT APPLIED INDUSTRL TECH 3,783 11,016
ALC ALCON SA ACT NOM 21,208 23,939
ALG ALAMO GROUP INC 4,577 4,090
ALV AUTOLIV INC 10,796 9,567
AMRC AMERESCO CLASS A COMMON STOCK 3,722 2,418
AMZN AMAZON COM INC COM 69,029 102,016
AON AON PLC REG SHS 8,636 10,416
AORT ARTIVION INC 3,677 5,775
AR ANTERO RES CORP 14,339 15,527
ARCB ARCBEST CORPORATION 3,116 2,520
ARDX ARDELYX INC SHS 5,781 3,909
ARES ARES MANAGEMENT CORP - A 4,962 13,100
ASB ASSOCIATED BANC CRP .01 4,127 4,589
ASGN ASGN INC 5,889 6,917
ASHTY ASHTEAD GROUP PLC SHS ADR 8,495 8,069
ASMIY ASM INTERNATIONAL-NY REG 6,728 8,537
ASML ASML HLDG NV NY REG SHS 28,296 31,882
ATKR ATKORE INC SHS 3,087 1,752
ATNI ATN INTERNATIONAL INC SHS 2,558 740
ATO ATMOS ENERGY CORP COM 14,735 18,244
ATRC ATRICURE INC 7,434 5,654
AXAHY AXA-SPONS ADR 5,353 5,373
AXSM AXSOME THERAPEUTICS INC. 4,607 4,569
AXTA AXALTA COATING SYSTEMS LTD SHS 11,910 13,380
AZN ASTRAZENECA PLC SPND ADR 30,637 31,253
AZTA AZENTA INC 3,132 3,350
BAESY BAE SYS PLC SPN ADR 22,490 22,750
BCC BOISE CASCADE CO DEL 2,892 7,369
BCS BARCLAYS PLC ADR 7,436 9,077
BKH BLACK HILLS CORP 6,842 6,028
BKRIY BANK IRELAND GROUP PLC ADR 6,969 7,832
BOX BOX INC CL A 3,503 4,045
BPMC BLUEPRINT MEDICINES CORP SHS 6,265 7,326
BRDCY BRIDGESTONE CORP ADR 9,324 7,333
BSX BOSTON SCIENTIFIC CORP 7,853 18,847
BVVBY BUREAU VERITAS ADR 10,166 9,283
BWIN BALDWIN INS GRP INC/THE 5,201 7,946
CBRE CBRE GROUP INC CL A 7,564 13,260
CCEP COCA-COLA EUROPACIFIC PARTNERS PLC SHS 6,076 7,297
CCI CROWN CASTLE INC SHS 17,038 13,977
CHCO CITY HOLDING CO CHARLSTN 2,943 4,621
CMCO COLUMBUS MCKINNON CP N.Y 5,516 6,033
CMPGY COMPASS GROUP PLC SHS ADR 7,017 10,144
CNC CENTENE CORP 23,403 20,961
CNMD CONMED CORP COM 4,790 4,859
CNVVY CONVATEC GROUP SPONSERED 7,383 6,567
CNO CNO FINL GROUP INC 4,462 6,623
COP CONOCOPHILLIPS 14,682 17,553
CRM SALESFORCE INC 29,652 36,442
CSCO CISCO SYSTEMS INC COM 25,500 33,093
CTRA COTERRA ENERGY INC 17,593 15,426
CWAN CLEARWTR ANALYTICS HOLDINGS INC REGIST CL A 2,607 3,550
CWK CUSHMAN AND WAKEFIELD PLC REG SHS 3,031 5,036
CWST CASELLA WASTE SYS INC A 4,190 8,147
DAN DANA INC 3,010 2,312
DBOEY DEUTSCHE BOERSE AG SHS 6,768 9,871
DFKCY DAIFUKU CO LTD - UNSP 5,295 6,689
DOX AMDOCS LIMITED 16,228 17,879
DRH DIAMONDROCK HOSPITALITY CO 3,571 3,549
DSDVY DSV A/S UNSP ADR 8,197 10,089
DSFIY DSM-FIRMENICH AG-SP 8,406 7,574
DTEGY DEUTSCHE TELE AG SPN ADR 6,248 8,149
DVCMY DAVIDE CAMPARI MILANO NV 7,739 5,344
EA ELECTRONIC ARTS INC DEL 16,413 18,141
EAT BRINKER INTL INC 4,058 10,715
EBCOY EBARA CORP ADR 5,846 9,962
EFSC ENTERPRISE FINL SVCS CRP 2,994 3,892
EG EVEREST GROUP LTD 14,723 13,773
ELV ELEVANCE HEALTH INC 21,512 21,765
EMR EMERSON ELEC CO 13,836 20,077
EPOKY EPIROC AKTIEBOLAG-UNSP 10,813 9,860
EPRT ESSENTIAL PPTYS RLTY TR 4,622 5,630
EOG EOG RESOURCES INC 14,272 15,690
EQIX EQUINIX INC 16,574 22,629
ERJ EMBRAER S A SPONSRD ADR 5,412 6,456
ESE ESCO TECHNOLOGIES INC 2,739 4,662
ESNT ESSENT GROUP LTD 4,516 6,478
ETN EATON CORP PLC 10,995 21,240
EXLS EXLSERVICE HLDGS INC 3,179 9,453
EXPGY EXPERIAN PLC SP ADR 11,301 15,041
FA FIRST ADVANTAGE CORP NEW 2,501 2,903
FBIN FORTUNE BRANDS INNOVATIONS INC 10,202 11,684
FBNC FIRST BANCORP N C COM 2,823 4,177
FCPT FOUR CORNERS PROPERTY TR INC SHS 5,006 5,102
FCX FREEPORT-MCMORAN INC 3,947 3,465
FFBC FIRST FINANCIAL BANCORP SHS 4,767 4,865
FFIV F5 INC 12,793 19,112
FIBK FIRST INTST BANCSYSTEM INC COM CL A 6,034 5,033
FINMY LEONARDO S.P.A. ADR 6,916 8,484
FJTSY FUJITSU LTD NEW ADR 10,856 12,029
FOLD AMICUS THERAPEUTICS 6,702 4,804
FSS FEDERAL SIGNAL CORP 3,744 10,625
FTAI FTAI AVIATION LTD 5,054 4,897
GILD GILEAD SCIENCES INC COM 15,631 19,213
GLPI GAMING AND LEISURE PROPERTIES INC. SHS W 14,498 18,542
GLW CORNING INC 9,267 13,828
GNTX GENTEX CORP 18,495 17,726
GOOG ALPHABET INC SHS CL C 10,989 17,140
GOOGL ALPHABET INC SHS CL A 22,439 25,934
GTLS CHART INDS INC 5,505 7,061
GWW W W GRAINGER INCORP 9,855 26,351
HALO HALOZYME THERAPEUTICS INC 5,643 8,176
HEES H AND E EQUIP SVCS INC 3,953 4,357
HEINY HEINEKEN N V ADR 10,882 7,607
HES HESS CORP 11,578 10,641
HLN HALEON PLC SHS ADR 8,190 9,263
HLNE HAMILTON LANE INC REG SH CL A 2,373 4,590
HRB BLOCK H&R INC 9,214 12,365
HTHIY HITACHI LTD 10 NEW ADR 5,383 11,771
HUBG HUB GROUP INC CL A 2,603 3,788
IBTX INDEPENDENT BK GROUP INC 4,302 4,975
ICE INTERCONTINENTAL EXCHANGE INC 5,088 6,854
ICHR ICHOR HOLDINGS LTD REG SHS 3,505 2,964
ICLR ICON PLC 12,771 12,163
IMAX IMAX CORP 4,910 6,528
IMCDY IMCD GROUP ADR 9,886 10,175
INDB INDEPENDENT BK CORP MASS 5,041 4,878
ING ING GP NV SPSD ADR 5,580 6,644
INSM INSMED INC 3,461 9,597
INSW INTL SEAWAYS INC REG SHS 1,615 1,078
INTU INTUIT INC COM 18,747 23,255
IOVA IOVANCE BIOTHERAPEUTICS INC 2,691 2,161
IRT INDEPENDENCE RLTY TR INC 6,668 7,599
ISRG INTUITIVE SURGICAL INC NEW 12,876 24,532
ITCI INTRA-CELLULAR THERAPIES INC 1,858 2,673
JBAXY JULIUS BAER GROUP ADR 7,112 7,700
JBI JANUS PARENT INC REG SHS 2,041 1,441
JCI JOHNSON CONTROLS INTER 14,705 20,680
JJSF J & J SNACK FOODS CRP 6,692 6,826
JNJ JOHNSON AND JOHNSON COM 32,106 30,949
JPM JPMORGAN CHASE & CO 22,693 47,463
KAI KADANT INC 2,995 7,590
KALU KAISER ALUM CORP 3,944 3,443
KBCSY KBC GROUPE SA SHS 6,350 8,871
KBH KB HOME 2,779 5,126
KDP KEURIG DR PEPPER INC 16,046 16,799
KKR KKR & CO INC CL A 9,155 16,270
KNX KNIGHT-SWIFT TRANSPORTATION HOLD CL A 10,559 12,677
KOF COCA COLA FEMSA SP ADR 5,426 4,673
KRG KITE REALTY GROUP TR SHS 4,733 6,840
KRYAY KERRY GRO ADR 12,499 11,193
KTB KONTOOR BRANDS INC REG SHS 4,905 6,662
KVUE KENVUE INC 13,287 13,600
KWR QUAKER HOUGHTON 4,242 3,801
LBRT LIBERTY ENERGY INC 2,336 2,427
LEN LENNAR CORP CL A 4,311 9,546
LGND LIGAND PHARMACEUTICALS INC SHS CL B 4,014 6,536
LHX L3HARRIS TECHNOLOGIES INC 15,058 17,033
LLY ELI LILLY & CO 10,215 17,756
LNSTY LONDON STK EXCHANGE GROUP PLC SHS SPON ADR 11,339 15,811
LNTH LANTHEUS HLDGS INC 4,707 5,815
LPLA LPL FINANCIAL HOLDINGS SHS 8,813 14,040
LSRCY LASERTEC CORP - 7,858 5,127
LVMUY LVMH MOET HENNESSY ADR 9,740 9,410
LXP LXP INDUSTRIAL TRUST REIT 4,107 3,459
LZAGY LONZA GROUP AG SHS 6,193 8,993
LZB LA-Z-BOY INC MICHIGAN 2,702 3,486
MBUU MALIBU BOATS INC SHS CL A 1,766 2,105
MEG MONTROSE ENVIORNMENTAL 2,426 1,020
MET METLIFE INC COM 11,585 20,798
META META PLATFORMS INC CLASS A COMMON STOCK 32,375 80,215
MGY MAGNOLIA OIL & GAS CORP CL A 5,971 6,149
MIDD MIDDLEBY CORP COM 14,906 14,493
MKKGY MERCK KGAA- ADR 10,029 8,274
MMC MARSH & MCLENNAN COS INC 15,948 19,542
MMM 3M COMPANY 13,103 16,136
MMSI MERIT MEDICAL SYS INC 4,105 8,511
MNST MONSTER BEVERAGE SHS 15,430 17,555
MOD MODINE MFG CO 4,577 4,405
MPC MARATHON PETROLEUM CORP 14,258 15,066
MRK MERCK AND CO INC SHS 19,317 19,399
MS MORGAN STANLEY 11,926 16,721
MSFT MICROSOFT CORP 55,676 88,515
MT ARCELORMITTAL SA NY REG 9,310 8,674
MTB M&T BANK CORPORATION 11,625 16,169
MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 6,399 8,450
MTX MINERALS TECHNOLOGIES 7,633 9,298
MUFG MITSUBISHI UFJ FINL GRP 14,594 16,490
MYRG MYR GROUP INC DEL 3,211 8,331
NDAQ NASDAQ OMX GRP INC 11,409 13,838
NEO NEOGENOMICS INC 6,764 4,812
NFLX NETFLIX COM INC 16,128 44,566
NMIH NMI HOLDINGS INC SHS CL A 3,594 6,176
NRILY NOMURA RESH INST LTD ADR 5,295 6,287
NVDA NVIDIA 17,940 113,206
NVO NOVO NORDISK A S ADR 26,230 19,613
NWE NORTHWESTERN ENE GR INC 5,817 5,506
NWG NATWEST GROUP PLC SHS 8,779 9,600
NXPI NXP SEMICONDUCTORS N.V. 15,242 16,420
OABI OMNIAB INC REG SHS 2,446 1,317
OMC OMNICOM GROUP COM 12,940 14,713
OMCL OMNICELL INC 6,674 3,962
OMNIAB INC 167 0
OMNIAB INC 168 0
PACB PACIFIC BIOSCIENCES 6,104 7,727
PANW PALO ALTO NETWORKS INC COM 2,053 2,985
PCRX PACIRA BIOSCIENCES INC 7,046 24,019
PDCE PDC ENERGY INC 6,393 10,855
PGR PROGRESSIVE CRP OHIO 2,992 3,709
PJT PJT PARTNERS INC SHS CL A 31,211 22,895
PPBI PACIFIC PREMIER BANCORP 2,982 5,839
PPRUY KERING S A 10,776 16,585
PR PERMIAN RES CORP 3,774 4,162
PRNDY PERNOD RICARD SA - SPON 7,391 9,994
PSX PHILLIPS 66 SHS 4,042 4,756
PTCT PTC THERAPEUTICS 17,074 11,824
PWP PERELLA WEINBERG 9,859 7,054
QCOM QUALCOMM INC 1,472 1,740
QGEN QIAGEN NV REG SHS 26,161 22,362
QTWO Q2 HOLDINGS INC SHS 8,542 10,600
RBRK RUBRIK INC REG SHS CL A 4,140 10,669
RF REGIONS FINL CORP 653 1,373
RHHBY ROCHE HLDG LTD SPN ADR 5,558 10,356
RJF RAYMOND JAMES FINL INC 14,431 14,347
RNECY RENESAS ELECTRONICS CORP ADR REPSTG 1/2 COM SHS 14,975 13,324
RNST RENASANT CORP 11,532 17,242
ROAD CONSTRUCTION PARTNERS INC 8,673 6,831
RPD RAPID7 ORD 2,394 2,681
RPT RPT RLTY SH BEN INT 3,273 6,723
RRX REGAL REXNORD CORP 5,039 4,586
RXO RXO INC REG SHS 11,468 10,736
SAFRY SAFRAN SA-UNSPON ADR 13,728 17,474
SAH SONIC AUTOMOTIVE INC A 2,536 2,169
SAP SAP SE SHS 9,139 9,919
SBGSY SCHNEIDER ELEC SE ADR 2,962 3,611
SBUX STARBUCKS CORP 10,169 18,958
SE SEA LTD 17,053 19,710
SEE SEALED AIR CORP (NEW) 5,123 6,156
SHW SHERWIN WILLIAMS 6,666 6,829
SHZHY SHENZHOU INTL GROUP 5,687 8,547
SIEGY SIEMENS AG ADR 14,370 19,376
SLAB SILICON LABS INC 11,372 10,925
SLB SCHLUMBERGER LTD 6,696 8,230
SM SM ENERGY CO SHS 5,223 6,459
SMCAY SMC CORP JAPAN SPONSORED ADR 9,588 7,860
SMFKY SMURFIT KAPPA GROUP PLC ADR 6,102 5,736
SMMNY SIEMENS HEALTHINEERS ADR 11,384 8,178
SNCY SUN CTRY AIRLINES HOLDINGS INC REGIST 5,308 4,946
SNN SMITH-NPHW PLC SPADR NEW 4,701 7,979
SONVY SONOVA HOLD AG UNSPOND ADR 5,165 3,820
SPGI S&P GLOBAL INC 7,240 7,675
SPLK SPLUNK INC 12,182 11,998
SPSC SPS COMM INC 16,897 23,407
SR SPIRE INC 5,844 7,176
SRE SEMPRA 4,783 2,488
SSB SOUTHSTATE CORP SHS 5,802 5,562
STNG SCORPIO TANKERS INC REG 14,533 19,825
SUM SUMMIT MATLS INC 4,430 6,765
SUPN SUPERNUS PHARMACEUTICALS INC 2,829 2,037
SWAV SHOCKWAVE MEDICAL INC 7,627 12,448
SWN SOUTHWESTERN ENERGY CO 5,175 6,870
TD TORONTO DOMINION BANK 13,206 13,152
TEAM ATLASSIAN CORP 11,802 18,723
TLPFY TELEPERFORMCE UNSPOND 2,070 5,076
TM TOYOTA MOTOR CORP ADR 18,132 19,060
TMDX TRANSMEDICS GROUP INC REG SHS 7,237 7,979
TMHC TAYLOR MORRISON HOME CORP CL A COMMON STOCK 5,687 5,300
TMO THERMO FISHER SCIENTIFIC INC 2,608 3,803
TNK TEEKAY TANKERS LTD REG 3,299 8,019
TOELY TOKYO ELECTRON LTD SHS 24,618 27,052
TPRKY TRAVIS PERKINS PLC ORD 1,619 995
TRGP TARGA RESOURCES CORP 10,932 8,455
TRUMY TERUMO CORP SHS 5,898 12,138
TSCO TRACTOR SUPPLY CO 4,999 4,909
TSLA TESLA INC 8,312 9,848
TTE TOTALENERGIES SE 15,026 25,442
TTEK TETRA TECH INC NEW 20,051 24,094
U UNITY SOFTWARE INC 4,418 5,052
UCB UNITED COMMUNITY BANKS 13,301 17,010
UCBI UNITED COMMUNITY BANKS INC 3,706 4,911
ULS UL SOLUTIONS INC 10,799 13,829
UMPQ UMPQUA HLDGS CORP ORE 20,754 23,984
UNCRY UNICREDITO SPA ADR 675 798
UNP UNION PACIFIC CORP 9,611 10,789
UNVGY UNIVERSAL MUSIC GRO-UNSP 66,231 72,338
UPS UNITED PARCEL SVC CL B 17,473 17,331
UPWK UPWORK INC 8,759 9,366
URBN URBAN OUTFITTERS INC 21,436 17,906
VLY VALLEY NATL BANCORP N J 3,760 5,433
VNDA VANDA PHARMACEUTICALS IN 36,450 61,312
VRNS VARONIS SYSTEMS INC SHS 3,687 3,207
VSCO VICTORIA'S SECRET AND CO 6,133 7,553
WCC WESCO INTERNATIONAL INC 5,223 3,870
WELL WELLTOWER INC 23,047 22,965
WEN WENDYS CO 14,873 15,329
WSBC WESBANCO INC 4,079 3,628
WIZEY WISE PLC - SPON ADR 8,892 11,692
WNS WNS (HOLDINGS) LTD REG SHS 3,418 3,612
WK WORKIVA INC CL A 3,519 4,261
WNS WNS (HOLDINGS) LTD REG SHS 4,376 5,037
WOR WORTHINGTON INDSTRS OHIO 2,643 3,459
WS WORTHINGTON STL INC 2,188 2,607
WSBC WESBANCO INC 2,137 3,172
YELP YELP INC CL A 3,712 5,738
YETI YETI HLDGS INC 3,201 3,831
ZD ZIFF DAVIS INC 3,107 3,042
ZTS ZOETIS INC 16,275 15,967
ZWS ZURN ELKAY WATER SOLUTIONS CORP 3,429 6,641

TY 2024 OtherDecreasesSchedule
Name:
THE IRVING & MARJORIE F COWAN FAMILY
 
FOUNDATION INC
EIN:
65-0665228
Description Amount
EXCISE TAXES PAID 5,202


TY 2024 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 139 139   0
BANK FEES 60 60   0
DEPOSITORY FEES 923 923   0


TY 2024 OtherIncomeSchedule2
Name:
THE IRVING & MARJORIE F COWAN FAMILY
 
FOUNDATION INC
EIN:
65-0665228
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
LITIGATION CLAIMS 75 75 75


TY 2024 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 77,782 77,782   0


TY 2024 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 2,104 2,104   0