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 COHEN FAMILY FOUNDATION INC
C/O LAUREN (COHEN) EDMUNDSON
Number and street (or P.O. box number if mail is not delivered to street address)10360 CHARTER OAKS
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CARMEL, IN460328305
A Employer identification number

35-2003440
B Telephone number (see instructions)

(317) 259-0157
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$14,570,112J 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) 105,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 28,163 28,163  
4 Dividends and interest from securities... 230,367 214,118  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 474,685
b Gross sales price for all assets on line 6a 1,208,366
7 Capital gain net income (from Part IV, line 2)... 474,685
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
-2,068 -5,869  
12 Total. Add lines 1 through 11........ 836,147 711,097  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 165,833 16,583   149,250
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 12,686 1,269   11,418
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,247 0   20,247
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
10,000 10,000   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,151 0   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
2,887 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 214,804 27,852   180,915
25 Contributions, gifts, grants paid....... 414,244 414,244
26 Total expenses and disbursements. Add lines 24 and 25 629,048 27,852   595,159
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 207,099
b Net investment income (if negative, enter -0-) 683,245
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............. 674,695 262,202 262,202
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow1,979
Less: allowance for doubtful accounts right arrow   1,979 1,979 1,979
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)....... 3,465,126 Click to see attachment
List of Attached Documents:
// Content
3,277,568 		13,225,384
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).......... 185,392 Click to see attachment
List of Attached Documents:
// Content
297,979 		397,690
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
682,857 		Click to see attachment
List of Attached Documents:
// Content
682,857
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,327,192 4,522,585 14,570,112
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 4,327,192 4,522,585
29 Total net assets or fund balances (see instructions)..... 4,327,192 4,522,585
30 Total liabilities and net assets/fund balances (see instructions). 4,327,192 4,522,585
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
4,327,192
2
Enter amount from Part I, line 27a .....................
2
207,099
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,534,291
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
11,706
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,522,585
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 PUBLICALLY TRADED SECURITIES      
b GAIN/LOSS FROM PASSTHROUGH INVESTMENT - SHORT-TERM P    
c GAIN/LOSS FROM PASSTHROUGH INVESTMENT - LONG-TERM P    
d SEC. 1231 GAIN/LOSS FROM PASSTHROUGH INVESTMENTS - LONG-TERM P    
e DISTRIBUTIONS IN EXCESS OF BASIS P    
CAPITAL GAINS DIVIDENDS P    
(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 1,201,785   731,634 470,151
b     681 -681
c     1,343 -1,343
d     23 -23
e 4,636     4,636
1,945     1,945
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       470,151
b       -681
c       -1,343
d       -23
e       4,636
      1,945
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 2 474,685
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 9,497
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 9,497
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 9,497
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,200
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,280
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 7,783
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,783 Refundedright arrow 11 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowIN
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 arrowLAUREN EDMUNDSON Telephone no.right arrow (317) 259-0157

Located atright arrow10360 CHARTER OAKSCARMELIN ZIP+4right arrow460328305
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)
Yes
 
(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
 
No
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
 
No
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
ALAN H COHEN PRESIDENT/TREASURER
1.00 		0 0 0
16309 CORSICA WAY
NAPLES,FL34110
LINDA M COHEN VP/SECRETARY
1.00 		0 0 0
16309 CORSICA WAY
NAPLES,FL34110
DAVID I KLAPPER DIRECTOR
1.00 		0 0 0
8730 WILLIAMSHIRE EAST DRIVE
INDIANAPOLIS,IN46260
LAUREN EDMUNDSON MANAGER
30.00 		85,000 0 0
10360 CHARTER OAKS
CARMEL,IN46032
NATHAN COHEN VP/INVESTMENTS
20.00 		80,833 0 0
10829 THUNDERBIRD LANE
CARMEL,IN46032
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  
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  
2  
All other program-related investments. See instructions.
3  
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
13,771,388
b
Average of monthly cash balances.......................
1b
698,411
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,469,799
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
14,469,799
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
217,047
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,252,752
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
712,638
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
712,638
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,497
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,497
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
703,141
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
703,141
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
703,141
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
595,159
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
595,159
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 7 703,141
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 404,635
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$ 595,159
a Applied to 2023, but not more than line 2a 404,635
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 190,524
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 .......... 		512,617
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).)
ALAN H COHEN
LINDA M COHEN
DAVID I KLAPPER
LAUREN EDMUNDSON
NATHAN COHEN
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 e-mail address of the person to whom applications should be addressed:
LAUREN EDMUNDSON
10360 CHARTER OAKS
CARMEL,IN460328305
(317) 259-0157
bThe form in which applications should be submitted and information and materials they should include:
PROOF OF NOT-FOR-PROFIT STATUS SHOULD BE INCLUDED WITH APPLICATION.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATIONS MUST OPERATE AS "QUALIFIED" CHARITABLE ORGANIZATIONS AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE.
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

LEUKEMIA AND LYMPHOMA SOCIETY

941 EAST 86TH STREET SUITE 100
INDIANAPOLIS,IN46240 		NONE PC TO FUND OPERATING EXPENSES 100

TRIBUTE INC

3 COBBLESTONE COURT
DELPHI,IN46923 		NONE PC TO FUND OPERATING EXPENSES 100

RONCALLI HIGH SCHOOL

3300 PRAGUE ROAD
INDIANAPOLIS,IN46227 		NONE PC TO FUND OPERATING EXPENSES 100

INDIANA WRITERS CENTER

812 EAST 67TH STREET
INDIANAPOLIS,IN46220 		NONE PC TO FUND OPERATING EXPENSES 100

CREEKSIDE ANIMAL RESCUE

11791 N COUNTY ROAD 800 E
ROACHDALE,IN46172 		NONE PC TO FUND OPERATING EXPENSES 200

GUATAMALA HEALING HANDS FOUNDATION INC

PO BOX 190360
BROOKLYN,NY11219 		NONE PC TO FUND OPERATING EXPENSES 500

BUTLER UNIVERISTY

4600 SUNSET AVENUE
INDIANAPOLIS,IN46208 		NONE PC TO FUND OPERATING EXPENSES 1,000

THE JULIAN CENTER

2011 NORTH MERIDIAN STREET
INDIANAPOLIS,IN46202 		NONE PC TO FUND OPERATING EXPENSES 1,000

TEACH FOR AMERICA

1314 NORTH MERIDIAN STREET SUITE
200
INDIANAPOLIS,IN46202 		NONE PC TO FUND OPERATING EXPENSES 1,000

WFYI

1630 N MERIDIAN ST
INDIANAPOLIS,IN46202 		NONE PC TO FUND OPERATING EXPENSES 1,000

ETZ CHAIM

6939 HOOVER RD
INDIANAPOLIS,IN46260 		NONE PC TO FUND OPERATING EXPENSES 1,100

YOUTH HAVEN

PO BOX 97
RIVES JUNCTION,MI49277 		NONE PC TO FUND OPERATING EXPENSES 2,000

STXBP1 DISORDERS

1830 COLONIALL VILLAGE LN
LANCASTER,PA17601 		NONE PC TO FUND OPERATING EXPENSES 2,000

INDIANAPOLIS REPERTORY THEATRE

140 W WASHINGTON STREET
INDIANAPOLIS,IN46204 		NONE PC TO FUND OPERATING EXPENSES 2,270

FUN TIME EARLY CHILDHOOD ACADEMY

102 12 ST N
NAPLES,FL34102 		NONE PC TO FUND OPERATING EXPENSES 2,600

INDIANA UNIVERSITY SCHOOL OF LAW

211 S INDIANA AVE
BLOOMINGTON,IN47405 		NONE PC TO FUND OPERATING EXPENSES 5,000

INDIANA UNIVERSITY FOUNDATION

PO BOX 500
BLOOMINGTON,IN47402 		NONE PC TO FUND OPERATING EXPENSES 5,000

MONTVERDE ACADEMY

17235 7TH STREET
MONTVERDE,FL34756 		NONE PC TO FUND OPERATING EXPENSES 5,000

INDIANA UNIVERSITY KELLEY SCHOOL OF BUSINESS

211 S INDIANA AVE
BLOOMINGTON,IN47405 		NONE PC TO FUND OPERATING EXPENSES 5,000

BETH EL ZEDECK CONGREGATION

600 W 70TH STREET
INDIANAPOLIS,IN46260 		NONE PC TO FUND OPERATING EXPENSES 9,920

UNITED WAY OF CENTRAL INDIANA

2955 N MERIDIAN ST 300
INDIANAPOLIS,IN46208 		NONE PC TO FUND OPERATING EXPENSES 10,000

BREBEUF JESUIT PREPARATORY SCHOOL INC

2801 W 86TH ST
INDIANAPOLIS,IN46268 		NONE PC TO FUND OPERATING EXPENSES 11,054

NEWFIELDS (FORMALLY THE INDIANAPOLIS MUSEUM OF ART)

400 MICHIGAN ROAD
INDIANAPOLIS,IN46208 		NONE PC TO FUND OPERATING EXPENSES 26,200

INDIANAPOLIS ZOO

1200 W WASHINGTON STREET
INDIANAPOLIS,IN46222 		NONE PC TO FUND OPERATING EXPENSES 91,000

MAKE-A-WISH FOUNDATION

7330 WOODLAND DRIVE STE 201
INDIANAPOLIS,IN46278 		NONE PC TO FUND OPERATING EXPENSES 97,000

CARMEL YOUTH ASSISTANCE INC

515 E MAIN ST STE 127
CARMEL,IN460322258 		NONE PC TO FUND OPERATING EXPENSES 134,000
Total .................................right arrow 3a 414,244
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 28,163  
4 Dividends and interest from securities ....     14 230,367  
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 ............ 		    18 474,685  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aENERGY TRANSFER LP 		211100 3,118 14 -1,162  
bICAHN ENTERPRISES LP 211100 596 14 -4,707  
cMPLX 211100 87 14    
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 3,801 727,346 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
731,147
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE COHEN FAMILY FOUNDATION INC
C/O LAUREN (COHEN) EDMUNDSON
Employer identification number

35-2003440
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE COHEN FAMILY FOUNDATION INC
C/O LAUREN (COHEN) EDMUNDSON 		Employer identification number
35-2003440
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ALAN H COHEN
16309 CORSICA WAY
 
NAPLES, FL34110

$ 105,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE COHEN FAMILY FOUNDATION INC
C/O LAUREN (COHEN) EDMUNDSON 		Employer identification number

35-2003440
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE COHEN FAMILY FOUNDATION INC
C/O LAUREN (COHEN) EDMUNDSON 		Employer identification number

35-2003440
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE COHEN FAMILY FOUNDATION INC
 
C/O LAUREN (COHEN) EDMUNDSON
EIN:
35-2003440
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 20,247 0   20,247

TY 2024 InvestmentsCorpStockSchedule
Name:
THE COHEN FAMILY FOUNDATION INC
 
C/O LAUREN (COHEN) EDMUNDSON
EIN:
35-2003440
Name of Stock End of Year Book Value End of Year Fair Market Value
ADOBE INC (SAPIENT 1825) 13,629 24,013
ADOBE INC (SAPIENT 1908) 7,826 6,670
ALPHABET INC (ML 04056) 38,337 57,132
ALPHABET INC (SAPIENT 1825) 13,356 83,103
ALPHABET INC CL A (SAPIENT 1908) 20,505 29,342
AMAZON COM INC COM (SAPIENT 1908) 16,485 27,643
AMAZON.COM INC (SAPIENT 1825) 55,175 87,317
AMGEN INC COM (ML 04056) 227,764 1,042,560
APPLE INC (SAPIENT 1825) 21,643 124,709
APPLE INC (SAPIENT 1908) 36,279 45,326
ARES MGMT CORP (ML 04056) 37,395 531,090
ARGAN INC (SAPIENT 1825) 12,379 16,856
BANK OF AMERICA CORP (ML 04056) 47,245 175,800
BANK OF AMERICA CORP (SAPIENT 1908) 6,942 10,284
BLACKSTONE INC (ML 04056) 139,484 948,310
BOOKING COMPANY (SAPIENT 1825) 16,575 34,779
BOOKING COMPANY (SAPIENT 1908) 5,991 9,937
BOSTON SCIENTIFIC CORP COM (SAPIENT 1825) 18,842 30,190
BRISTOL-MYERS SQUIBB CO (ML 04056) 110,727 169,680
BROADCOM INC COM (SAPIENT 1825) 24,587 78,826
BROADCOM INC COM (SAPIENT 1908) 7,179 18,547
BWX TECHNOLOGIES INC (SAPIENT 1825) 26,122 31,635
CARYLE (THE) GROUP INC (ML 04056) 126,149 302,940
CATERPILLAR INC (ML 04056) 100,040 181,380
CHEVRON CORP NEW COM (SAPIENT 1908) 8,923 8,111
CHURCHILL DOWNS INC (SAPIENT 1825) 13,096 19,096
CISCO SYSTEMS INC COM (ML 04056) 49,272 148,000
COSTCO WHOLESALE CORP (SAPIENT 1825) 25,822 41,232
COSTCO WHOLESALE CORP (SAPIENT 1908) 7,364 11,912
D R HORTON INC (SAPIENT 1825) 13,775 22,371
DIAMONDBACK ENERGY INC (SAPIENT 1908) 9,112 8,355
ELI LILLY & CO (ML 04056) 231,780 4,632,000
ELI LILLY & CO (SAPIENT 1825) 12,238 63,304
ELI LILLY & CO (SAPIENT 1908) 12,470 16,212
EXON MOBIL CORP (SAPIENT 1825) 20,928 29,259
FERRARI N V SHS (SAPIENT 1825) 10,468 30,744
FERRARI N V SHS (SAPIENT 1908) 5,162 6,832
FIFTH THIRD BANCORP (SAPIENT 1825) 33,614 30,019
GARTNER INC COM (SAPIENT 1825) 10,973 15,988
GE VERNOVA INC (SAPIENT 1825) 14,710 19,078
GE VERNOVA INC (SAPIENT 1908) 7,862 9,868
GENERAL ELECTRIC CO (SAPIENT 1825) 27,021 24,018
GENERAL ELECTRIC CO (SAPIENT 1908) 9,019 8,006
HOWMET AEROSPACE INC COM (SAPIENT 1825) 6,420 16,296
INTERCONTINENTAL EXCHANGE INC (SAPIENT 1825) 15,263 31,590
INTUIT COM (SAPIENT 1908) 7,122 8,799
INTUITIVE SURGICAL INC (SAPIENT 1825) 21,417 46,454
INTUITIVE SURGICAL INC (SAPIENT 1908) 8,211 12,527
JPMORGAN CHASE & CO (ML 04056) 174,160 958,840
JPMORGAN CHASE & CO (SAPIENT 1825) 19,913 35,237
JPMORGAN CHASE & CO (SAPIENT 1908) 10,917 16,300
KEYCORP (SAPIENT 1825) 49,322 50,426
KKR & CO INC (SAPIENT 1908) 8,027 12,277
LENNAR CORP CL A (SAPIENT 1908) 5,838 6,273
LIBERTY MEDIA CORP DEL COM LIBERTY LIVE SER C (SAPIENT 1825) 328 1,089
LINCOLN ELEC HLDGS INC COM (SAPIENT 1825) 16,546 18,185
LINCOLN ELEC HLDGS INC COM (SAPIENT 1908) 4,062 3,937
LVMH MOET HENNESSY LOUIS VUITTON ADR (SAPIENT 1825) 10,245 17,905
M & T BK CORP (SAPIENT 1825) 42,159 37,226
M & T BK CORP (SAPIENT 1908) 7,982 8,460
MARATHON PETROLEUM CORP (ML 04056) 66,377 198,230
MARTIN MARIETTA MATERIALS INC (SAPIENT 1825) 16,783 31,507
MASTERCARD INC (SAPIENT 1825) 11,141 36,860
MERCADOLIBRE INC COM (SAPIENT 1825) 29,522 28,907
MERCADOLIBRE INC COM (SAPIENT 1908) 8,964 10,203
MERCK & COMPANY INC (SAPIENT 1908) 7,707 7,262
MERCK AND CO INC SHS (ML 04056) 41,148 99,480
META PLATFORMS INC CL A (SAPIENT 1825) 22,573 50,939
META PLATFORMS INC CL A (SAPIENT 1908) 10,048 15,809
MICROSOFT CORP (SAPIENT 1825) 30,471 126,872
MICROSOFT CORP (SAPIENT 1908) 28,230 35,406
MONOLITHIC POWER SYSTEM INC (SAPIENT 1825) 15,194 21,893
MONOLITHIC POWER SYSTEM INC (SAPIENT 1908) 5,476 5,917
MOTOROLA SOLUTIONS INC COM NEW (SAPIENT 1825) 14,162 23,112
NETFLIX INC (SAPIENT 1825) 19,274 53,479
NETFLIX INC COM (SAPIENT 1908) 10,000 21,392
NOVO NORDISK A.S. ADR (SAPIENT 1908) 7,382 8,086
NVIDIA CORP COM (SAPIENT 1908) 14,847 42,973
O REILLY AUTOMOTIVE INC (SAPIENT 1825) 15,591 26,088
O REILLY AUTOMOTIVE INC (SAPIENT 1908) 7,458 9,486
OCCIDENTAL PETE CORP CAL (ML 04056) 56,597 34,587
OWENS CORNING NEW COM (SAPIENT 1825) 16,318 15,840
PALO ALTO NETWORKS INC (SAPIENT 1908) 6,209 9,098
PFIZER INC (ML 04056) 133,960 106,120
PHILLIPS 66 SHS (ML 04056) 7,106 28,483
PROLOGIS INC (ML 04056) 119,139 200,830
RTX CORP COM (SAPIENT 1825) 13,908 16,085
SERVICENOW INC COM (SAPIENT 1825) 13,177 26,503
STARWOOD PPTY TR INC (ML 04056) 80,840 75,800
TEXAS INSTRUMENTS INC (SAPIENT 1908) 4,981 5,250
THE SCOTTS MIRACLE GRO (ML 04056) 45,327 33,170
TJX COS INC (SAPIENT 1908) 4,767 6,645
UNION PACIFIC CORP (SAPIENT 1825) 10,052 19,155
UNITEDHEALTH GROUP INC (SAPIENT 1825) 20,165 44,010
UNITEDHEALTH GROUP INC (SAPIENT 1908) 12,509 12,647
VERTEX PHARMACEUTICALS INC (SAPIENT 1908) 5,260 6,041
VISA INC COM CL A (SAPIENT 1908) 10,554 14,222
VISTRA CORP COM (SAPIENT 1825) 15,121 59,836
VISTRA CORP COM (SAPIENT 1908) 6,040 29,642
WASTE MANAGEMENT INC NEW (ML 04056) 158,269 1,008,950
WELLS FARGO & CO (SAPIENT 1908) 8,579 10,325
WORKDAY INC (SAPIENT 1908) 7,774 8,773
APPLE INC (ML 04056) 76,371 105,176

TY 2024 InvestmentsOtherSchedule2
Name:
THE COHEN FAMILY FOUNDATION INC
 
C/O LAUREN (COHEN) EDMUNDSON
EIN:
35-2003440
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN ENERGY TRANSFER LP AT COST 0 112,838
INVESTMENT IN ICAHN ENTERPRISES LP AT COST 27,575 56,919
INVESTMENT IN MPLX AT COST 7,809 54,321
ISHARES MSCI BRAZIL (ML 04056) AT COST 142,065 45,020
TECHNOLOGY SELECT (ML 04056) AT COST 44,378 46,504
VANGUARD GROWTH ETF (ML 04056) AT COST 76,152 82,088

TY 2024 OtherAssetsSchedule
Name:
THE COHEN FAMILY FOUNDATION INC
 
C/O LAUREN (COHEN) EDMUNDSON
EIN:
35-2003440
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSETS   682,857 682,857


TY 2024 OtherDecreasesSchedule
Name:
THE COHEN FAMILY FOUNDATION INC
 
C/O LAUREN (COHEN) EDMUNDSON
EIN:
35-2003440
Description Amount
PRIOR PERIOD ADJUSTMENT 11,667
PASSTHROUGH BASIS ADJUSTMENT 39


TY 2024 OtherExpensesSchedule
Name:
THE COHEN FAMILY FOUNDATION INC
 
C/O LAUREN (COHEN) EDMUNDSON
EIN:
35-2003440
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PAYROLL EXPENSES 2,887 0   0


TY 2024 OtherIncomeSchedule2
Name:
THE COHEN FAMILY FOUNDATION INC
 
C/O LAUREN (COHEN) EDMUNDSON
EIN:
35-2003440
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ENERGY TRANSFER LP 1,956 -1,162 1,956
ICAHN ENTERPRISES LP -4,111 -4,707 -4,111
MPLX 87 0 87


TY 2024 OtherProfessionalFeesSchedule
Name:
THE COHEN FAMILY FOUNDATION INC
 
C/O LAUREN (COHEN) EDMUNDSON
EIN:
35-2003440
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ML INVESTMENT FEES 0 0   0
SAPIENT 1742 97 97   0
SAPIENT 1908 2,396 2,396   0
SAPIENT 1825 7,507 7,507   0


TY 2024 TaxesSchedule
Name:
THE COHEN FAMILY FOUNDATION INC
 
C/O LAUREN (COHEN) EDMUNDSON
EIN:
35-2003440
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IRS EXCISE TAX 3,151 0   0