2025-08-07T13:55:29-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 9365 COUNSELORS ROW SUITE 200 INDIANAPOLIS IN 46240 990PF 2024-01-01 352003440 THE COHEN FAMILY FOUNDATION INC C/O LAUREN (COHEN) EDMUNDSON COHE 3172590157 10360 CHARTER OAKS CARMEL IN 460328305 LAUREN COHEN EDMUNDSON MANAGER 3172590157 2025-07-23 1 0 JACOB ARKANOFF CPA P01931549 3175749100 2025-07-23 2024 2025-03-06 01:10:19Z X 14570112 X 105000 28163 28163 230367 214118 474685 1208366 474685 -2068 -5869 836147 711097 165833 16583 149250 12686 1269 11418 20247 0 20247 10000 10000 0 3151 0 0 2887 0 0 214804 27852 180915 414244 414244 629048 27852 595159 207099 683245 674695 262202 262202 1979 1979 1979 1979 3465126 3277568 13225384 185392 297979 397690 0 682857 682857 4327192 4522585 14570112 0 0 X 0 0 0 0 4327192 4522585 4327192 4522585 4327192 4522585 4327192 207099 0 4534291 11706 4522585 PUBLICALLY TRADED SECURITIES 1201785 731634 470151 470151 GAIN/LOSS FROM PASSTHROUGH INVESTMENT - SHORT-TERM P 681 -681 -681 GAIN/LOSS FROM PASSTHROUGH INVESTMENT - LONG-TERM P 1343 -1343 -1343 SEC. 1231 GAIN/LOSS FROM PASSTHROUGH INVESTMENTS - LONG-TERM P 23 -23 -23 DISTRIBUTIONS IN EXCESS OF BASIS P 4636 4636 4636 CAPITAL GAINS DIVIDENDS P 1945 1945 1945 474685 9497 0 9497 0 9497 3080 0 14200 0 17280 0 7783 7783 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IN 1 0 0 0 0 1 N/A LAUREN EDMUNDSON 3172590157 10360 CHARTER OAKS CARMEL IN 460328305 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALAN H COHEN 16309 CORSICA WAY NAPLES FL 34110 PRESIDENT/TREASURER 1.00 0 0 0 LINDA M COHEN 16309 CORSICA WAY NAPLES FL 34110 VP/SECRETARY 1.00 0 0 0 DAVID I KLAPPER 8730 WILLIAMSHIRE EAST DRIVE INDIANAPOLIS IN 46260 DIRECTOR 1.00 0 0 0 LAUREN EDMUNDSON 10360 CHARTER OAKS CARMEL IN 46032 MANAGER 30.00 85000 0 0 NATHAN COHEN 10829 THUNDERBIRD LANE CARMEL IN 46032 VP/INVESTMENTS 20.00 80833 0 0 NONE 0 NONE 0 0 13771388 698411 0 14469799 0 0 14469799 217047 14252752 712638 712638 9497 9497 703141 0 703141 0 703141 595159 0 595159 703141 404635 0 0 595159 404635 0 0 190524 0 0 0 0 0 0 0 0 512617 0 0 0 ALAN H COHEN LINDA M COHEN DAVID I KLAPPER LAUREN EDMUNDSON NATHAN COHEN LAUREN EDMUNDSON 10360 CHARTER OAKS CARMEL IN 460328305 3172590157 PROOF OF NOT-FOR-PROFIT STATUS SHOULD BE INCLUDED WITH APPLICATION. NONE ORGANIZATIONS MUST OPERATE AS "QUALIFIED" CHARITABLE ORGANIZATIONS AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. LEUKEMIA AND LYMPHOMA SOCIETY 941 EAST 86TH STREET SUITE 100 INDIANAPOLIS IN 46240 NONE PC TO FUND OPERATING EXPENSES 100 TRIBUTE INC 3 COBBLESTONE COURT DELPHI IN 46923 NONE PC TO FUND OPERATING EXPENSES 100 RONCALLI HIGH SCHOOL 3300 PRAGUE ROAD INDIANAPOLIS IN 46227 NONE PC TO FUND OPERATING EXPENSES 100 INDIANA WRITERS CENTER 812 EAST 67TH STREET INDIANAPOLIS IN 46220 NONE PC TO FUND OPERATING EXPENSES 100 CREEKSIDE ANIMAL RESCUE 11791 N COUNTY ROAD 800 E ROACHDALE IN 46172 NONE PC TO FUND OPERATING EXPENSES 200 GUATAMALA HEALING HANDS FOUNDATION INC PO BOX 190360 BROOKLYN NY 11219 NONE PC TO FUND OPERATING EXPENSES 500 BUTLER UNIVERISTY 4600 SUNSET AVENUE INDIANAPOLIS IN 46208 NONE PC TO FUND OPERATING EXPENSES 1000 THE JULIAN CENTER 2011 NORTH MERIDIAN STREET INDIANAPOLIS IN 46202 NONE PC TO FUND OPERATING EXPENSES 1000 TEACH FOR AMERICA 1314 NORTH MERIDIAN STREET SUITE 200 INDIANAPOLIS IN 46202 NONE PC TO FUND OPERATING EXPENSES 1000 WFYI 1630 N MERIDIAN ST INDIANAPOLIS IN 46202 NONE PC TO FUND OPERATING EXPENSES 1000 ETZ CHAIM 6939 HOOVER RD INDIANAPOLIS IN 46260 NONE PC TO FUND OPERATING EXPENSES 1100 YOUTH HAVEN PO BOX 97 RIVES JUNCTION MI 49277 NONE PC TO FUND OPERATING EXPENSES 2000 STXBP1 DISORDERS 1830 COLONIALL VILLAGE LN LANCASTER PA 17601 NONE PC TO FUND OPERATING EXPENSES 2000 INDIANAPOLIS REPERTORY THEATRE 140 W WASHINGTON STREET INDIANAPOLIS IN 46204 NONE PC TO FUND OPERATING EXPENSES 2270 FUN TIME EARLY CHILDHOOD ACADEMY 102 12 ST N NAPLES FL 34102 NONE PC TO FUND OPERATING EXPENSES 2600 INDIANA UNIVERSITY SCHOOL OF LAW 211 S INDIANA AVE BLOOMINGTON IN 47405 NONE PC TO FUND OPERATING EXPENSES 5000 INDIANA UNIVERSITY FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 NONE PC TO FUND OPERATING EXPENSES 5000 MONTVERDE ACADEMY 17235 7TH STREET MONTVERDE FL 34756 NONE PC TO FUND OPERATING EXPENSES 5000 INDIANA UNIVERSITY KELLEY SCHOOL OF BUSINESS 211 S INDIANA AVE BLOOMINGTON IN 47405 NONE PC TO FUND OPERATING EXPENSES 5000 BETH EL ZEDECK CONGREGATION 600 W 70TH STREET INDIANAPOLIS IN 46260 NONE PC TO FUND OPERATING EXPENSES 9920 UNITED WAY OF CENTRAL INDIANA 2955 N MERIDIAN ST 300 INDIANAPOLIS IN 46208 NONE PC TO FUND OPERATING EXPENSES 10000 BREBEUF JESUIT PREPARATORY SCHOOL INC 2801 W 86TH ST INDIANAPOLIS IN 46268 NONE PC TO FUND OPERATING EXPENSES 11054 NEWFIELDS (FORMALLY THE INDIANAPOLIS MUSEUM OF ART) 400 MICHIGAN ROAD INDIANAPOLIS IN 46208 NONE PC TO FUND OPERATING EXPENSES 26200 INDIANAPOLIS ZOO 1200 W WASHINGTON STREET INDIANAPOLIS IN 46222 NONE PC TO FUND OPERATING EXPENSES 91000 MAKE-A-WISH FOUNDATION 7330 WOODLAND DRIVE STE 201 INDIANAPOLIS IN 46278 NONE PC TO FUND OPERATING EXPENSES 97000 CARMEL YOUTH ASSISTANCE INC 515 E MAIN ST STE 127 CARMEL IN 460322258 NONE PC TO FUND OPERATING EXPENSES 134000 414244 0 14 28163 14 230367 18 474685 ENERGY TRANSFER LP 211100 3118 14 -1162 ICAHN ENTERPRISES LP 211100 596 14 -4707 MPLX 211100 87 14 3801 727346 0 731147 0 0 0 0 0 0 0 0 0 0 X X 1 ALAN H COHEN 16309 CORSICA WAY NAPLES FL 34110 105000 X CONSULTING FEES 20247 0 20247 ADOBE INC (SAPIENT 1825) 13629 24013 ADOBE INC (SAPIENT 1908) 7826 6670 ALPHABET INC (ML 04056) 38337 57132 ALPHABET INC (SAPIENT 1825) 13356 83103 ALPHABET INC CL A (SAPIENT 1908) 20505 29342 AMAZON COM INC COM (SAPIENT 1908) 16485 27643 AMAZON.COM INC (SAPIENT 1825) 55175 87317 AMGEN INC COM (ML 04056) 227764 1042560 APPLE INC (SAPIENT 1825) 21643 124709 APPLE INC (SAPIENT 1908) 36279 45326 ARES MGMT CORP (ML 04056) 37395 531090 ARGAN INC (SAPIENT 1825) 12379 16856 BANK OF AMERICA CORP (ML 04056) 47245 175800 BANK OF AMERICA CORP (SAPIENT 1908) 6942 10284 BLACKSTONE INC (ML 04056) 139484 948310 BOOKING COMPANY (SAPIENT 1825) 16575 34779 BOOKING COMPANY (SAPIENT 1908) 5991 9937 BOSTON SCIENTIFIC CORP COM (SAPIENT 1825) 18842 30190 BRISTOL-MYERS SQUIBB CO (ML 04056) 110727 169680 BROADCOM INC COM (SAPIENT 1825) 24587 78826 BROADCOM INC COM (SAPIENT 1908) 7179 18547 BWX TECHNOLOGIES INC (SAPIENT 1825) 26122 31635 CARYLE (THE) GROUP INC (ML 04056) 126149 302940 CATERPILLAR INC (ML 04056) 100040 181380 CHEVRON CORP NEW COM (SAPIENT 1908) 8923 8111 CHURCHILL DOWNS INC (SAPIENT 1825) 13096 19096 CISCO SYSTEMS INC COM (ML 04056) 49272 148000 COSTCO WHOLESALE CORP (SAPIENT 1825) 25822 41232 COSTCO WHOLESALE CORP (SAPIENT 1908) 7364 11912 D R HORTON INC (SAPIENT 1825) 13775 22371 DIAMONDBACK ENERGY INC (SAPIENT 1908) 9112 8355 ELI LILLY & CO (ML 04056) 231780 4632000 ELI LILLY & CO (SAPIENT 1825) 12238 63304 ELI LILLY & CO (SAPIENT 1908) 12470 16212 EXON MOBIL CORP (SAPIENT 1825) 20928 29259 FERRARI N V SHS (SAPIENT 1825) 10468 30744 FERRARI N V SHS (SAPIENT 1908) 5162 6832 FIFTH THIRD BANCORP (SAPIENT 1825) 33614 30019 GARTNER INC COM (SAPIENT 1825) 10973 15988 GE VERNOVA INC (SAPIENT 1825) 14710 19078 GE VERNOVA INC (SAPIENT 1908) 7862 9868 GENERAL ELECTRIC CO (SAPIENT 1825) 27021 24018 GENERAL ELECTRIC CO (SAPIENT 1908) 9019 8006 HOWMET AEROSPACE INC COM (SAPIENT 1825) 6420 16296 INTERCONTINENTAL EXCHANGE INC (SAPIENT 1825) 15263 31590 INTUIT COM (SAPIENT 1908) 7122 8799 INTUITIVE SURGICAL INC (SAPIENT 1825) 21417 46454 INTUITIVE SURGICAL INC (SAPIENT 1908) 8211 12527 JPMORGAN CHASE & CO (ML 04056) 174160 958840 JPMORGAN CHASE & CO (SAPIENT 1825) 19913 35237 JPMORGAN CHASE & CO (SAPIENT 1908) 10917 16300 KEYCORP (SAPIENT 1825) 49322 50426 KKR & CO INC (SAPIENT 1908) 8027 12277 LENNAR CORP CL A (SAPIENT 1908) 5838 6273 LIBERTY MEDIA CORP DEL COM LIBERTY LIVE SER C (SAPIENT 1825) 328 1089 LINCOLN ELEC HLDGS INC COM (SAPIENT 1825) 16546 18185 LINCOLN ELEC HLDGS INC COM (SAPIENT 1908) 4062 3937 LVMH MOET HENNESSY LOUIS VUITTON ADR (SAPIENT 1825) 10245 17905 M & T BK CORP (SAPIENT 1825) 42159 37226 M & T BK CORP (SAPIENT 1908) 7982 8460 MARATHON PETROLEUM CORP (ML 04056) 66377 198230 MARTIN MARIETTA MATERIALS INC (SAPIENT 1825) 16783 31507 MASTERCARD INC (SAPIENT 1825) 11141 36860 MERCADOLIBRE INC COM (SAPIENT 1825) 29522 28907 MERCADOLIBRE INC COM (SAPIENT 1908) 8964 10203 MERCK & COMPANY INC (SAPIENT 1908) 7707 7262 MERCK AND CO INC SHS (ML 04056) 41148 99480 META PLATFORMS INC CL A (SAPIENT 1825) 22573 50939 META PLATFORMS INC CL A (SAPIENT 1908) 10048 15809 MICROSOFT CORP (SAPIENT 1825) 30471 126872 MICROSOFT CORP (SAPIENT 1908) 28230 35406 MONOLITHIC POWER SYSTEM INC (SAPIENT 1825) 15194 21893 MONOLITHIC POWER SYSTEM INC (SAPIENT 1908) 5476 5917 MOTOROLA SOLUTIONS INC COM NEW (SAPIENT 1825) 14162 23112 NETFLIX INC (SAPIENT 1825) 19274 53479 NETFLIX INC COM (SAPIENT 1908) 10000 21392 NOVO NORDISK A.S. ADR (SAPIENT 1908) 7382 8086 NVIDIA CORP COM (SAPIENT 1908) 14847 42973 O REILLY AUTOMOTIVE INC (SAPIENT 1825) 15591 26088 O REILLY AUTOMOTIVE INC (SAPIENT 1908) 7458 9486 OCCIDENTAL PETE CORP CAL (ML 04056) 56597 34587 OWENS CORNING NEW COM (SAPIENT 1825) 16318 15840 PALO ALTO NETWORKS INC (SAPIENT 1908) 6209 9098 PFIZER INC (ML 04056) 133960 106120 PHILLIPS 66 SHS (ML 04056) 7106 28483 PROLOGIS INC (ML 04056) 119139 200830 RTX CORP COM (SAPIENT 1825) 13908 16085 SERVICENOW INC COM (SAPIENT 1825) 13177 26503 STARWOOD PPTY TR INC (ML 04056) 80840 75800 TEXAS INSTRUMENTS INC (SAPIENT 1908) 4981 5250 THE SCOTTS MIRACLE GRO (ML 04056) 45327 33170 TJX COS INC (SAPIENT 1908) 4767 6645 UNION PACIFIC CORP (SAPIENT 1825) 10052 19155 UNITEDHEALTH GROUP INC (SAPIENT 1825) 20165 44010 UNITEDHEALTH GROUP INC (SAPIENT 1908) 12509 12647 VERTEX PHARMACEUTICALS INC (SAPIENT 1908) 5260 6041 VISA INC COM CL A (SAPIENT 1908) 10554 14222 VISTRA CORP COM (SAPIENT 1825) 15121 59836 VISTRA CORP COM (SAPIENT 1908) 6040 29642 WASTE MANAGEMENT INC NEW (ML 04056) 158269 1008950 WELLS FARGO & CO (SAPIENT 1908) 8579 10325 WORKDAY INC (SAPIENT 1908) 7774 8773 APPLE INC (ML 04056) 76371 105176 INVESTMENT IN ENERGY TRANSFER LP AT COST 0 112838 INVESTMENT IN ICAHN ENTERPRISES LP AT COST 27575 56919 INVESTMENT IN MPLX AT COST 7809 54321 ISHARES MSCI BRAZIL (ML 04056) AT COST 142065 45020 TECHNOLOGY SELECT (ML 04056) AT COST 44378 46504 VANGUARD GROWTH ETF (ML 04056) AT COST 76152 82088 OTHER ASSETS 682857 682857 PRIOR PERIOD ADJUSTMENT 11667 PASSTHROUGH BASIS ADJUSTMENT 39 OTHER PAYROLL EXPENSES 2887 0 0 ENERGY TRANSFER LP 1956 -1162 1956 ICAHN ENTERPRISES LP -4111 -4707 -4111 MPLX 87 0 87 ML INVESTMENT FEES 0 0 0 SAPIENT 1742 97 97 0 SAPIENT 1908 2396 2396 0 SAPIENT 1825 7507 7507 0 IRS EXCISE TAX 3151 0 0