2024-05-15T14:26:28-05:00 2023-12-31 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990PF 2023-01-01 387119133 THE BURTON & MINDY COHEN FOUNDATION BURT 2672104303 PO BOX 302 LAHASKA PA 18931 MINDY COHEN TRUSTEE 2672104303 2024-05-15 1 MINDY COHEN 999009999 1 CHRISTOPHER M PEKULA P00734965 2154414600 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5871767 X 262637 78351 78351 177859 458997 177859 518847 256210 0 0 0 0 0 3300 0 0 0 2232 2232 0 0 19623 19608 0 0 25155 21840 0 0 281385 281385 306540 21840 0 281385 212307 234370 0 3833 27925 27925 50688 149560 149560 2076539 2048672 5694282 2131060 2226157 5871767 0 0 X 0 0 0 0 2131060 2226157 2131060 2226157 2131060 2226157 2131060 212307 0 2343367 117210 2226157 ACTIVISION BLIZZARD INC (ATVI) P 2019-08-20 2023-06-30 5125 2971 2154 2154 AFLAC INC COM (AFL) P 2020-03-25 2023-06-30 8152 3803 4349 4349 AMERISOURCEBERGEN CORP COM (ABC) P 2020-03-25 2023-08-10 7521 3172 4349 4349 ARCHER-DANIELS MIDLAND CO (ADM) P 2022-10-12 2023-05-22 2554 3031 -477 -477 ARCHER-DANIELS MIDLAND CO (ADM) P 2022-10-28 2023-05-22 2262 2915 -653 -653 ARCHER-DANIELS MIDLAND CO (ADM) P 2022-11-18 2023-05-22 3649 4738 -1089 -1089 ARCHER-DANIELS MIDLAND CO (ADM) P 2020-03-25 2023-05-22 6130 2842 3288 3288 ARISTA NETWORKS INC (ANET) P 2020-03-25 2023-05-22 4124 1373 2751 2751 AUTODESK INC (ADSK) P 2019-10-24 2023-06-30 8449 5945 2504 2504 BAKER HUGHES A GE CO CI A (BKR) P 2020-03-25 2023-08-10 5744 1946 3798 3798 BOSTON SCIENTIFIC CORP (BSX) P 2020-03-25 2023-08-10 5929 3399 2530 2530 BROWN-FORMAN CORPORATION CLASS B (BF.B) P 2017-09-01 2023-08-10 5079 3074 2005 2005 BUNGE LTD CORP (BG) P 2022-10-12 2023-05-22 1789 1724 65 65 BUNGE LTD CORP (BG) P 2022-09-16 2023-05-22 5456 5531 -75 -75 BUNGE LTD CORP (BG) P 2022-10-28 2023-05-22 2683 2886 -203 -203 BUNGE LTD CORP (BG) P 2020-04-30 2023-05-22 3488 1561 1927 1927 BUNGE LTD CORP (BG) P 2022-11-18 2023-05-22 4472 5059 -587 -587 CENTENE CORPORATION (CNC) P 2017-03-15 2023-06-30 6454 3261 3193 3193 CENTENE CORPORATION (CNC) P 2020-03-25 2023-06-30 202 162 40 40 CHENIERE ENERGY INC (LNG) P 2022-09-16 2023-05-22 9195 10630 -1435 -1435 CHENIERE ENERGY INC(LNG) P 2020-04-30 2023-05-22 5172 1698 3474 3474 CITIBANK ADR SETTLEMENT P 2001-01-01 2023-02-28 1 1 1 CONAGRA INC (CAG) P 2019-02-01 2023-06-30 5202 3340 1862 1862 CORTEVA INC (CTVA) P 2022-10-12 2023-05-22 2281 2415 -134 -134 CORTEVA INC (CTVA) P 2020-04-30 2023-05-22 3421 1578 1843 1843 CORTEVA INC (CTVA) P 2022-10-24 2023-05-22 5702 6333 -631 -631 CROWN CASTLE INTL CORP (CCI) P 2017-08-01 2023-08-10 3560 3208 352 352 CULLEN/FROST BANKERS INC (CFR) P 2022-11-18 2023-05-22 5142 7260 -2118 -2118 CULLEN/FROST BANKERS INC (CFR) P 2020-03-25 2023-05-22 4731 2608 2123 2123 CULLEN/FROST BANKERS INC (CFR) P 2022-10-24 2023-05-22 2983 4144 -1161 -1161 CULLEN/FROST BANKERS INC (CFR) P 2022-10-12 2023-05-22 2571 3437 -866 -866 DARDEN RESTAURANTS INC COM (DRI) P 2020-03-25 2023-06-30 7176 2772 4404 4404 DTE ENERGY CO (DTE) P 2020-03-25 2023-08-10 4752 3378 1374 1374 ENPHASE ENERGY INC (ENPH) P 2020-10-29 2023-05-22 2957 1854 1103 1103 EQT CORP (EQT) P 2020-02-28 2023-05-22 5005 804 4201 4201 EQT CORP (EQT) P 2022-10-24 2023-05-22 3653 3858 -205 -205 EQT CORP (EQT) P 2022-09-16 2023-05-22 2302 2948 -646 -646 EQT CORP (EQT) P 2022-10-12 2023-05-22 3653 4294 -641 -641 EQUINX INC (EQIX) P 2018-12-10 2023-08-10 9302 4628 4674 4674 EXTRA SPACE STORAGE INC (EXR) P 2017-03-15 2023-06-30 9503 4745 4758 4758 FACTSET RESEARCH SYSTEMS (FDS) P 2020-03-25 2023-08-10 4660 2657 2003 2003 FORTINEL INC (FTNT) P 2022-10-24 2023-05-22 7054 5445 1609 1609 FORTINEL INC (FTNT) P 2022-09-16 2023-05-22 2116 1510 606 606 FORTINET INC (FTNT) P 2020-03-25 2023-05-22 4938 1400 3538 3538 GENERAL MILLS INC COM (GIS) P 2020-03-25 2023-06-30 4677 2962 1715 1715 HUNTINGTON BANCSHARES INC (HBAN) P 2020-03-25 2023-06-30 8431 5990 2441 2441 KEURIG DR PEPPER INC (KDP) P 2017-11-28 2023-06-30 6472 2755 3717 3717 KROGER CO COM (KR) P 2019-09-06 2023-08-17 6033 3207 2826 2826 LAMB WESTON HLDGS (LW) P 2017-03-15 2023-08-17 5489 2462 3027 3027 LDEXX LABORATORIES (IDXX) P 2017-08-01 2023-10-13 8917 3228 5689 5689 LDEXX LABORATORIES (IDXX) P 2022-10-12 2023-10-13 12313 9497 2816 2816 LOCKHEED MAIRTIN CORP COM (LMT) P 2020-03-02 2023-10-09 9975 8349 1626 1626 MARTIN MARIETTA MATERIALS (MLM) P 2020-03-25 2023-10-13 9363 3885 5478 5478 MARVELL TECHNOLOGY INC (MRVL) P 2022-11-16 2023-05-22 2299 2112 187 187 MARVELL TECHNOLOGY INC (MRVL) P 2022-09-16 2023-05-22 3587 3611 -24 -24 MARVELL TECHNOLOGY INC (MRVL) P 2020-03-25 2023-05-22 3311 1586 1725 1725 MICRON TECHNOLOGY INC (MU) P 2017-03-15 2023-10-13 10591 3901 6690 6690 MONSTER BEVERAGE CORP (MNST) P 2020-03-25 2023-06-30 8405 3872 4533 4533 MOSAIC CO (MOS) P 2020-03-25 2023-05-22 4990 1508 3482 3482 MOSAIC CO (MOS) P 2022-10-24 2023-05-22 3590 5259 -1669 -1669 MOSAIC CO (MOS) P 2022-10-12 2023-05-22 2190 2961 -771 -771 NASDAQ INC CORP (NDAQ) P 2020-03-25 2023-05-22 5643 2999 2644 2644 NEUROCRINE BIOSCIENCES INC (NBIX) P 2022-10-24 2023-05-22 3089 3685 -596 -596 NEUROCRINE BIOSCIENCES INC (NBIX) P 2017-03-15 2023-05-22 6272 3127 3145 3145 NORTHROP GRUMMAN CORP COM (NOC) P 2017-08-01 2023-10-09 6109 3429 2680 2680 NRG ENERGY INC (NRG) P 2017-05-22 2023-10-13 9073 3510 5563 5563 PARKER HANNIFIN CORP (PH) P 2020-03-25 2023-05-22 4022 1518 2504 2504 PAYCHEX INC (PAYX) P 2020-03-25 2023-06-30 8262 4626 3636 3636 PROGRESSIVE CORP (PGR) P 2020-04-30 2023-08-17 5821 3335 2486 2486 PROGRESSIVE CORP (PGR) P 2014-10-16 2023-08-17 19223 3489 15734 15734 PROGRESSIVE CORP OHIO P 2014-10-16 2023-01-20 12638 2457 10181 10181 RAYMOND JAMES FINANCIAL INC (RJF) P 2020-03-25 2023-05-22 3629 1689 1940 1940 RAYMOND JAMES FINANCIAL INC (RJF) P 2022-10-28 2023-05-22 3629 4676 -1047 -1047 REGENERON PHARMACEUTICALS (REGN) P 2019-10-24 2023-08-17 7977 3021 4956 4956 SCHEIN HENRY INC (HSIC) P 2014-10-16 2023-06-30 6216 3336 2880 2880 TEXTRON INC COM (TXT) P 2020-03-25 2023-05-22 3801 1551 2250 2250 VERALTO CORP (VLTO) P 2018-10-26 2023-10-09 2493 1126 1367 1367 VERALTO CORP (VLTO) P 2018-11-16 2023-10-09 1246 599 647 647 VERALTO CORP (VLTO) P 2018-12-07 2023-10-09 2493 1199 1294 1294 VERALTO CORP (VLTO) P 2018-11-26 2023-10-09 1246 602 644 644 VICI PROPERTIES INC (VICI) P 2020-03-25 2023-05-22 3445 1632 1813 1813 WEBSTER FINANCIAL CORP (WBS) P 2020-03-25 2023-06-30 6753 3740 3013 3013 WESTLAKE C COM (WLK) P 2020-03-25 2023-05-22 4191 1506 2685 2685 WINTRUST FINANCIAL CORP (WTFC) P 2020-03-25 2023-05-22 2865 1409 1456 1456 WINTRUST FINANCIAL CORP (WTFC) P 2022-10-24 2023-05-22 3798 5220 -1422 -1422 YUM BRANDS INC COM (YUM) P 2017-05-22 2023-06-30 8136 4175 3961 3961 177859 3258 0 3258 0 3258 0 0 0 0 0 0 3258 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A MINDY COHEN 2672104303 PO BOX 464 SOLEBURY PA 18963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BURTON COHEN PO BOX 302 LAHASKA PA 18931 TRUSTEE 1.00 0 0 0 MINDY COHEN PO BOX 302 LAHASKA PA 18931 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 5243775 60296 0 5304071 0 0 5304071 79561 5224510 261226 261226 3258 3258 257968 0 257968 0 257968 281385 0 281385 257968 0 0 4228 52941 57169 281385 0 0 0 257968 23417 0 0 80586 0 0 0 0 0 0 0 80586 4228 52941 23417 BURTON COHEN MINDY COHEN X CHABAD OF PENN STATE 443 E WARING AVE STATE COLLEGE PA 16801 NONE COURSE FUNDING 10300 CRISTO REY PHILADELPHIA HIGH SCHOOL 5218 NORTH BROAD STREET PHILADELPHIA PA 11214 NONE SCHOLARSHIPS 15000 GOLDEN SLIPPER CLUB 215 NORTH PRESIDENTIAL BLVD BALA CYNWYD PA 19004 NONE GENERAL PURPOSE GRANT 10000 HOPEWORKS 'N CAMDEN 543 STATE STREET CAMDEN NJ 08102 NONE SCHOLARSHIPS ($50,000), EXT PROGRAM ($21,600) 71600 JEVS HUMAN SERVICES 1845 WALNUT STREET 7TH FLOOR PHILADELPHIA PA 19103 NONE PROJECT WOW, CENTRAL HIGH SCHOOL COLLEGE PREP, SCHOLARSHIP SUPPORT 45000 JEWISH FAMILY AND CHILDREN'S SERVICES 345 MONTGOMERY AVENUE BALA CYNWYD PA 19004 NONE EDUCATION SERVICES 30000 LIGUORI ACADEMY 2343 E TUCKER ST PHILADELPHIA PA 19125 NONE BASKETBALL TEAM FUNDING ($24,305), ROBOTICS TEAM FUNDING ($17,820), SECURITY PROJECT ($18,360) 60485 MERCY NEIGHBORHOOD MINISTRIES 1939 W VENANGO STREET PHILADELPHIA PA 19140 NONE SETTLEMENT MUSIC PROGRAM 24000 MITZVAH CIRCLE FOUNDATION 1561 GEHMAN ROAD HARLEYSVILLE PA 19438 NONE COMPUTERS 15000 281385 0 14 78351 18 177859 0 256210 0 256210 0 0 0 0 0 0 0 0 0 0 X X 1 BURTON AND MINDY COHEN PO BOX 302 LAHASKA PA 18931 262637 X ACCOUNTING 3300 0 0 0 STOCK 2048672 5694282 FAIR MARKET VALUE TO COST BASIS ADJUSTMENT OF TRANSFERRED ASSETS 117210 INVESTMENT EXPENSE 19608 19608 0 0 PENNSYLVANIA FILING FEES 15 0 0 0 IRS TAX PAYMENT 2232 2232 0 0