TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
BARTON P COHEN & MARY DAVIDSON COHEN
CHARITABLE FUND PART TWO

Number and street (or P.O. box number if mail is not delivered to street address)5901 COLLEGE BLVD SUITE 100
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
OVERLAND PARK, KS66211

A Employer identification number

26-6205956

B Telephone number (see instructions)

(913) 319-0300

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$13,919,277J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	114,572		114,572
4	Dividends and interest from securities...	184,038		184,038
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		286,938
b	Gross sales price for all assets on line 6a 2,285,240
7	Capital gain net income (from Part IV, line 2)...			286,938
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).......	List of Attached Documents: // Content	40,549	18,284	0
12	Total. Add lines 1 through 11........	626,097		603,832	0
13	Compensation of officers, directors, trustees, etc.	101,708		101,708	0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	6,500	3,250	0	3,250
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	10,004	7,004	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	20,883	20,745	0	138
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	139,095		132,707	0	3,388
25	Contributions, gifts, grants paid.......	391,000				391,000
26	Total expenses and disbursements. Add lines 24 and 25	530,095		132,707	0	394,388
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	96,002
b	Net investment income (if negative, enter -0-)			471,125
c	Adjusted net income (if negative, enter -0-)...				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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	764,134	475,873	475,873
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	1,454,375	List of Attached Documents: // Content 1,633,012	1,622,376
	b	Investments—corporate stock (attach schedule).......	4,471,067	List of Attached Documents: // Content 4,672,447	9,354,442
	c	Investments—corporate bonds (attach schedule).......	1,581,365	List of Attached Documents: // Content 1,700,391	1,659,574
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	912,407	List of Attached Documents: // Content 846,238	807,012
	14	Land, buildings, and equipment: basis 5,003
		Less: accumulated depreciation (attach schedule) 5,003	138	0	0
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	9,183,486	9,327,961	13,919,277
	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 )	List of Attached Documents: // Content 87,554	List of Attached Documents: // Content 122,740
	23	Total liabilities (add lines 17 through 22).........	87,554	122,740
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	9,095,932	9,205,221
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	9,095,932	9,205,221
	30	Total liabilities and net assets/fund balances (see instructions).	9,183,486	9,327,961

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

9,095,932

Enter amount from Part I, line 27a .....................

96,002

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

13,287

Add lines 1, 2, and 3 ..........................

9,205,221

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

9,205,221

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	(d) Date sold (mo., day, yr.)
1 a	CAPITAL GAIN DISTR	P
b	MIDWEST TRUST COMPANY		2024-12-31
c	MIDWEST TRUST COMPANY		2024-12-31
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	81,161		81,161
b	278,241	284,099	-5,858
c	1,925,838	1,714,203	211,635
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			81,161
b			-5,858
c			211,635
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	286,938
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 ...................		3	-5,858

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	6,549
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	6,549
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	6,549
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	4,102
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	9,700
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	13,802
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	7,253
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax7,253	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 . Click to see attachment

List of Attached Documents:

// Content

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

HTTP://COHENTRUST.ORG/

The books are in care of right arrow

THE MIDWEST TRUST COMPANY Telephone no. right arrow

(913) 319-0300

Located at right arrow

5901 COLLEGE BLVD SUITE 100OVERLAND PARKKS ZIP+4 right arrow

66211

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

Yes

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
MIDWEST TRUST CO	CO-TRUSTEE 5.00	101,708	0	0
5901 COLLEGE BLVD SUITE 100 OVERLAND PARK,KS66211	CO-TRUSTEE 5.00	101,708	0	0

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...................				0

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 arrow

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 arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

12,904,419

Average of monthly cash balances.......................

549,479

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

13,453,967

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

13,453,967

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

201,810

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

13,252,157

Minimum investment return. Enter 5% (0.05) of line 5................

662,608

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.)

Minimum investment return from Part IX, line 6..................

662,608

Tax on investment income for 2024 from Part V, line 5 .......

6,549

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

6,549

Distributable amount before adjustments. Subtract line 2c from line 1............

656,059

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

656,059

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

656,059

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

394,388

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

394,388

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					656,059
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......	54,878
c From 2021......	88,168
d From 2022......	76,181
e From 2023......
f Total of lines 3a through e ........		219,227
4Qualifying distributions for 2024 from Part
XI, line 4: $ 394,388
a Applied to 2023, but not more than line 2a				0
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.....					394,388
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		219,227			219,227
(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 ..........					42,444
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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 e-mail address of the person to whom applications should be addressed:

MIDWEST TRUST COMPANY ATTN
5901 COLLEGE BLVD STE 100
OVERLAND PARK,KS66211
(913) 319-0300
N/A

bThe form in which applications should be submitted and information and materials they should include:

LETTER REQUEST WITH DESCRIPTION OF ACTIVITIES

cAny submission deadlines:

N/A

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

YES FOR DETAILS PLEASE SEE, HTTP://COHENTRUST.ORG/

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
JEWISH COMMUNITY CENTER OF GREATER KC 5801 W 115TH ST STE 101 OVERLAND PARK,KS66211	NONE	PC	CIVIC	5,000
JEWISH FAMILY SERVICES 5801 W 115TH ST STE 103 OVERLAND PARK,KS66211	NONE	PC	CIVIC	61,000
THE MUSEUM OF PRAIRIE FIRE FOUNDATION 5801 W 135TH ST OVERLAND PARK,KS66223	NONE	PC	ART PRESERVATION & EDUCATION	50,000
HYMAN BRAND HEBREW ACADEMY 5801 W 115TH ST OVERLAND PARK,KS66211	NONE	PC	EDUCATION	75,000
KANSAS CITY ART INSTITUTE 4415 WARWICK BLVD KANSAS CITY,MO64111	NONE	PC	EDUCATION	100,000
KANSAS CITY MUSEUM 3218 GLADSTONE BLVD KANSAS CITY,MO64123	NONE	PC	ART PRESERVATION & EDUCATION	100,000
Total ................................. 3a				391,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	114,572
4 Dividends and interest from securities ....			14	184,038
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 .....			16	40,549
8 Gain or (loss) from sales of assets other than inventory ............			18	286,938
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		626,097	0

13Total. Add line 12, columns (b), (d), and (e)..................

626,097

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

BARTON P COHEN & MARY DAVIDSON COHEN

CHARITABLE FUND PART TWO

EIN:

26-6205956

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
RUBINBROWN	6,500	3,250	0	3,250

- TIN:

TY 2024 ExplnOfNonFilingWithAGStmt

Name:

BARTON P COHEN & MARY DAVIDSON COHEN

CHARITABLE FUND PART TWO

EIN:

26-6205956

Statement:

KANSAS HAS NO ATTORNEY GENERAL FILING REQUIREMENT.

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

BARTON P COHEN & MARY DAVIDSON COHEN

CHARITABLE FUND PART TWO

EIN:

26-6205956

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AMGEN INC SR GLBL NT DTD 03/02/2023 5.25% 03/02/2033-2032	114,783	114,203
AON PLC SENIOR GLOBAL NOTE DTD 02/23/2016 3.875%	70,276	69,471
AT&T INC GLBL NT DTD 05/28/2020 2.3% 06/01/2027-2027	105,514	99,086
BANK OF AMERICA CORP SR NT FIXED TO FLOAT DTD 01/23/2024 5.468% 01/23/2035-2	115,554	110,149
BROADCOM INC SR GLBL NT DTD 04/15/2020 4.75%	73,755	69,546
CHARLES SCHWAB CORPORATION SR NT FIXED TO FLOAT DTD 11/17/2023 6.196% 11/17/	98,313	99,005
CITIGROUP INC SR GLBL FIXED TO FLOAT DTD 06/09/2021 1.462%	89,408	85,690
CVS HEALTH CORP SR GLBL NT DTD 06/02/2023 5% 01/30/2029-2028	75,084	73,985
GENERAL MOTORS FINANCIAL CO INC SR GLBL NT DTD 06/18/2024 5.35% 07/15/2027-2	100,083	100,984
GOLDMAN SACHS GROUP INC SR GLBL NT DTD 03/19/2020 3.8%	68,732	61,001
HUNTINGTON BANCSHARES INC SR GLBL NT FIXED TO FLOAT DTD 11/18/2024 5.272% 01	86,165	85,119
JP MORGAN CHASE & CO GLBL NT FIXED TO FLOAT DTD 11/08/2021 2.545%	94,462	97,026
KEYCORP FR FIXED TO FLOAT DTD 05/23/2022 4.789% 06/01/2033-2032	72,803	75,668
LOWES COS INC SENIOR GLOBAL NOTE 3.1% 05/03/2027-202	84,206	82,164
MORGAN STANLEY FIXED TO FLOAT DTD 04/22/2021 1.593%	84,851	81,480
ORACLE CORP SENIOR GLOBAL NOTE DTD 06/29/2016 2.65%	78,931	77,583
STARBUCKS CORP SR GLBL NT DTD 03/12/2020 2.25%	84,059	74,542
WELLS FARGO CO DTD 09/28/2015 3.55% 09/29/2025	117,923	117,067
WILLIAMS COS INC SR GLBL NT DTD 08/10/2023 5.3% 08/15/2028-2028	85,489	85,805

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

BARTON P COHEN & MARY DAVIDSON COHEN

CHARITABLE FUND PART TWO

EIN:

26-6205956

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	48,894	92,226
ACCENTURE PLC	9,486	10,554
ADOBE INC	34,456	52,917
ADR FUJITSU LTD	13,968	15,225
AERCAP HOLDINGS	5,293	19,714
ALIBABA GROUP HLDG LTD ADR	12,744	9,412
ALPHABET INC CL A	96,902	312,345
ALPHABET INC CL C	6,250	80,556
AMAZON.COM INC	115,013	385,468
AMDOCS LTD	9,879	14,304
AMERICA MOVIL SAB DE CV	6,578	4,651
AMERICAN TOWER CORP REIT	44,446	54,289
AMERIPRISE FINANCIAL INC	16,998	101,162
AMGEN INC	10,012	11,989
AMPHENOL CORP	1,914	3,473
APPLE INC	25,910	543,411
APPLIED MATERIALS INC	3,344	13,986
ASHTEAD GROUP PLC	4,860	11,492
ASML HOLDINGS N V	7,572	8,317
AVERY DENNISON CORP	4,072	7,859
AXA SA SPONSORED ADR	11,736	16,367
BAE SYSTEMS PLC SPONSORED ADR	8,421	11,318
BAIDU INC SPONSORED ADR	10,327	6,070
BANCO SANTANDER S.A.	13,675	15,668
BARCLAYS PLC ADR	13,855	18,287
BASF SE SPONSORED ADR	9,470	6,291
BECTON DICKINSON & COMPANY	6,236	6,352
BERKSHIRE HATHAWAY INC CLASS B	71,712	139,610
BNP PARIBAS SPONSORED ADR	15,158	15,565
BOOKING HLDGS INC	58,586	163,958
BOOZ ALLEN HAMILTON HOLDINGS CORP CLA	8,134	13,127
BP PLC SPONSORED ADR	4,252	4,316
BRAMBLES LTD	9,018	10,762
BRITISH AMERICAN TOBACCO PLC SPONSORED ADR	10,401	10,424
BROADCOM INC	23,032	313,216
CANADIAN PACIFIC RAILWAY LTD	10,643	13,099
CAP GEMINI S E ADR	12,420	12,270
CASEYS GENERAL STORES INC	8,229	22,189
CATERPILLAR INC	29,282	114,632
CHARLES RIVER LABS INTL INC	8,017	6,461
CHARLES SCHWAB CORPORATION	12,151	18,058
CHEVRON CORPORATION	7,839	12,891
CHIPOTLE MEXICAN GRILL INC CL A	2,933	6,030
CHUBB LIMITED	52,965	114,665
CHURCH & DWIGHT CO INC	8,099	12,670
CINTAS CORP	1,519	2,923
CISCO SYSTEMS INC	61,107	89,866
COCA COLA CO	9,907	13,075
COMPAGNIE DE ST GOBAIN ADR	14,773	20,166
CONOCOPHILLIPS	31,495	54,841
CONSTELLATION BRANDS INC CL A	2,866	2,873
COPART INC	1,705	3,501
COSTCO WHOLESALE CORP	11,606	129,194
CRH PLC ADR	8,645	22,667
CSX CORP	6,992	10,262
CURTISS WRIGHT CORP	3,669	14,195
DAIWA HOUSE IND ADR	10,133	10,806
DANAHER CORP	10,796	56,469
DATADOG INC CLASS A	2,675	3,001
DBS GROUP HOLDINGS LTD SPONSORED ADR	5,588	16,901
DEERE & CO INC	4,229	11,016
DEUTSCHE TELEKOM AG SPONSORED ADR	12,148	12,477
DFA EMERGING MARKETS CORE EQUITY	109,134	130,062
DFA US SMALL CAP	344,911	596,871
DISNEY WALT CO	71,047	60,352
DOW INC	76,670	51,687
DRAFTKINGS INC CL A	959	1,711
EATON CORP PLC	25,117	108,521
ECOLAB INC	39,644	72,405
ELI & LILLY CO	4,367	11,580
EMERSON ELECTRIC CO	9,434	18,218
ENBRIDGE INC	14,448	17,948
ENTERGY CORP	12,261	21,685
EXXON MOBIL CORP	97,673	127,148
FIDELITY NATL INFORMATION SVCS	9,652	7,915
FORD MOTOR CO	29,612	27,502
FORTIVE CORP	12,521	34,050
GLENCORE PLC UNSPONSORED ADR	9,591	7,263
HDFC BANK LTD ADR	6,007	10,728
HEIDELBERG MATERIALS ADR	9,135	10,307
HILLENBRAND INC	16,377	14,436
HITACHI LTD ADR	6,050	12,118
HOME DEPOT INC	37,787	122,532
HONEYWELL INTERNATIONAL INC	73,420	76,803
HORMEL FOODS CORP	12,605	10,070
HUNTINGTON BANCHARES INC	10,790	13,325
ING GROEP NV SPONSORED ADR	13,378	15,357
INTUIT	3,581	5,028
INTUITIVE SURGICAL INC	4,281	7,829
INVESCO DEVELOPING MARKETS R6	186,632	191,894
ITAU UNIBANCO HOLDINGS SA SPONSORED ADR REP PFD	14,071	10,421
ITOCHU CORP ADR	11,995	20,895
JD COM INC SPON ADR CL A	14,142	9,430
JPMORGAN	23,921	140,230
KB FINANCIAL GROUP INC ADR	11,527	14,908
KOMATSU LTD SPONSORED ADR	15,015	15,572
KONINKLIJKE AHOLD DELHAIZE NV SPONSORED ADR NE	10,930	13,753
LABORATORY CORP AMERICA HLDGS	7,516	11,007
LAM RESEARCH CORP	2,705	3,612
LINCOLN ELECTRIC HOLDINGS INC	2,385	2,812
LKQ CORP	11,746	14,222
LULULEMON ATHLETICA INC	2,253	2,677
LYONDELLBASELL INDUSTRIES N	6,899	6,090
MAGNA INTERNATIONAL INC	10,150	7,271
MANULIFE FINANCIAL CORP	10,044	10,134
MARUBENI CORP ADR	15,364	13,529
MCCORMICK & CO INC NON VOTING	8,289	8,081
MCDONALDS CORP	48,550	79,720
MERCK & CO INC	52,104	85,055
META PLATFORMS INC CL A	22,231	117,102
MFS INTERNATIONAL VALUE R6	147,500	122,880
MFS MID CAP VALUE R6	245,833	313,103
MICROSOFT CORP	41,892	413,070
MITSUBISHI UFJ FINANCIAL GRP INC SPOONSORED ADR	9,927	19,373
MONOLITHIC POWER SYSTEMS INC	1,881	2,367
MSCI INC	2,029	2,400
NASPERS LTD SPON ADR EACH REP 0.2 ORD SHS	10,048	12,015
NATWEST GROUP PLC ADR	9,930	14,991
NETEASE.COM INC SPONSORED ADR	7,250	11,419
NETFLIX INC	3,137	8,022
NORTHROP GRUMMAN CORP	32,614	72,740
NOVARTIS A G SPONSORED ADR	21,659	24,522
NVIDIA CORPORATION	99,402	370,103
NXP SEMICONDUCTORS N V	5,201	11,847
OLD DOMINION FREIGHT LINES INC	3,446	3,528
ORIX CORP SPONSORED ADR	10,820	14,235
PALO ALTO NETWORKS INC	4,150	6,551
PARAMOUNT GLOBAL CL B	15,912	7,249
PAYPAL HOLDINGS INC	122,472	97,640
PDD HOLDINGS INC SPONSORED ADR	11,167	8,341
PEPSICO INC	36,000	88,499
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR	17,210	15,381
PHILIP MORRIS INTERNATIONAL INC	10,117	14,923
PINNACLE WEST	13,908	15,343
PNC FINANCIAL SERVICES GROUP INC	12,274	36,256
POOL CORPORATION	1,588	1,364
PROCTER & GAMBLE CO	29,384	61,528
PROGRESSIVE CORP	2,110	4,792
PRYSMIAN SPA MILANO UNSPONSORED ADR	10,555	12,936
QUALCOMM INC	10,850	11,829
REGIONS FINANCIAL CORP	7,356	11,196
REPSOL S A SPONSORED ADR	12,788	11,599
RIO TINTO PLC SPONSORED ADR	8,716	11,821
RTX CORPORATION	59,583	119,076
S&P GLOBAL INC	2,580	2,988
SALESFORCE.COM INC	28,760	132,060
SANOFI AVENTIS ADR	13,202	12,829
SCHLUMBERGER	25,650	20,857
SCHWAB US LARGE CAP GROWTH ETF	50,273	53,274
SERVICENOW INC	5,027	9,541
SHELL PLC ADR	11,914	15,663
SHERWIN WILLIAMS CO	3,219	4,079
SHIONOGI & CO LTD ADR	8,948	6,849
SHOPIFY INC A	2,221	3,722
SONOCO PRODUCTS	7,419	6,497
SONY CORP ADR	5,652	8,147
SOUTHERN COMPANY	9,238	15,888
STANDARD BANK GROUP LTD LTD ADR	10,489	11,302
STRYKER CORPORATION	2,700	3,601
SUN LIFE FINANCIAL INCORPORATED	9,701	14,479
SYNOPSYS INC	3,645	5,339
T ROWE PRICE MID-CAP GROWTH I	325,000	393,858
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR	4,290	18,959
TE CONNECTIVITY LTD	30,936	70,627
TECHTRONIC INDUSTRIES LIMITED	6,500	6,102
TESLA MOTORS INC	111,764	129,229
TEVA PHARMACEUTICAL INDS LTD ADR	9,462	11,020
THALES UNSPONSORED ADR	9,485	9,171
THE TRADE DESK INC	1,897	2,821
THERMO FISHER SCIENTIFIC INC	6,196	88,439
TOKYO ELECTRON LTD ADR	2,607	6,341
TOTAL SE SPONSORED ADR	10,306	11,554
TRAVELERS COMPANIES INC	10,112	19,271
U-HAUL HOLDING CO	596	1,244
U-HAUL HOLDING CO SER N	5,802	10,376
UNION PACIFIC CORP	20,331	67,728
UNITED PARCEL SERVICE INC CL B	9,092	10,592
UNITEDHEALTH GROUP INC	26,091	137,088
UNTIED RENATLS INC	1,869	2,113
US BANCORP	12,389	11,623
VALE SA ADR	8,621	4,470
VANGUARD SMALL-CAP GROWTH INDEX FUND	1,355	5,601
VEOLIA ENVIRONNEMENT SPONSORED ADR	5,900	6,660
VIKING THERAPEUTICS INC	1,499	885
VIPSHOP HOLDINGS LTD SPONSORED	8,457	10,358
VISA INC CL A V	19,459	118,199
WALMART INC	51,332	140,946
WASTE MANAGEMENT INC WM	6,087	12,915
WILLIAMS COS INC	5,908	16,885
ZOETIS INC CL A	54,066	55,070
ZTO EXPRESS CAYMAN INC	11,735	10,498

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

BARTON P COHEN & MARY DAVIDSON COHEN

CHARITABLE FUND PART TWO

EIN:

26-6205956

US Government Securities - End of Year Book Value:

1,633,012

US Government Securities - End of Year Fair Market Value:

1,622,376

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

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

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

BARTON P COHEN & MARY DAVIDSON COHEN

CHARITABLE FUND PART TWO

EIN:

26-6205956

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM	FMV	257,232	262,364
INTERCONTINENTAL EXCHANGE INC SR GLBL NT DTD 05/26/2020 2.1%	FMV	89,006	77,798
LORD ABBETT SHORT DURATION INCOME I	FMV	200,000	200,519
STONE RIDGE ALTERNATIVE LENDING RISK PREMIUM FUND	FMV	300,000	266,331

- TIN:

TY 2024 OtherExpensesSchedule

Name:

BARTON P COHEN & MARY DAVIDSON COHEN

CHARITABLE FUND PART TWO

EIN:

26-6205956

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
AMORTIZATION	138	0	138
ADR INVESTMENT FEES	1,055	1,055	0
ALMA PARK JOINT VENTURE, LLC	19,690	19,690	0

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

BARTON P COHEN & MARY DAVIDSON COHEN

CHARITABLE FUND PART TWO

EIN:

26-6205956

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
ALMA PARK JOINT VENTURES, LLC	40,549	40,549	0
ALMA PARK PY PAL	0	-22,265	0

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

BARTON P COHEN & MARY DAVIDSON COHEN

CHARITABLE FUND PART TWO

EIN:

26-6205956

Description	Amount
BOOK/ TAX DIFFERENCES	13,287

- TIN:

TY 2024 OtherLiabilitiesSchedule

Name:

BARTON P COHEN & MARY DAVIDSON COHEN

CHARITABLE FUND PART TWO

EIN:

26-6205956

Description	Beginning of Year - Book Value	End of Year - Book Value
ALMA PARK JOINT VENTURES, LLC	87,554	122,740

- TIN:

TY 2024 TaxesSchedule

Name:

BARTON P COHEN & MARY DAVIDSON COHEN

CHARITABLE FUND PART TWO

EIN:

26-6205956

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX WITHHOLDING	7,004	7,004	0	0
SECTION 4940 TAXES PAID	3,000	0	0	0