2024-11-14T17:38:40-06:00 2023-12-31 953943187 POMERANTZ KAVINOKY & MORGAN CPAS 6351 OWENSMOUTH AVE SUITE 203 WOODLAND HILLS CA 91367 990PF 2023-01-01 208686587 SAID COHEN FOUNDATION SAID 7147340519 PO BOX 15234 IRVINE CA 926235234 PETER COHEN DIRECTOR 7147340519 2024-11-14 1 1 JESSICA E LIEBERMAN CPA P01613537 8187120300 2023 2024-10-15 13:58:12Z X 8399071 X X 186388 186388 1091432 9028083 1091432 25989 25989 0 1303809 1303809 0 0 0 0 0 71487 0 0 0 3162 0 0 0 30108 0 0 0 1942 0 0 0 106699 0 0 0 274500 274500 381199 0 0 274500 922610 1303809 0 195337 159802 159802 5132128 6069346 6523173 1722948 1743875 1716096 7050413 7973023 8399071 0 0 X 7050413 7973023 7050413 7973023 7050413 7973023 7050413 922610 0 7973023 0 7973023 UBS KU 88269 2023-01-01 2023-12-31 3661231 3276456 384775 384775 UBS KU 88269 2022-01-01 2023-12-31 1388561 1095954 292607 292607 BLACKSTONE REAL ESTATE INCOME TRUST 2022-01-03 2023-12-29 866170 773679 92491 92491 CAPITAL GAINS DISTRIBUTIONS 2023-01-01 2023-12-31 7469 7469 7469 MERRIL LYNCH 3202 2023-01-01 2023-12-31 1392723 1432855 -40132 -40132 MERRIL LYNCH 3202 2022-01-01 2023-12-31 1711929 1288224 423705 423705 OTHER CAPITAL LOSSES 2022-01-01 2023-12-31 69483 -69483 -69483 1091432 18123 0 18123 0 18123 8121 0 20000 0 28121 0 9998 9998 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A PETER COHEN 7147340519 PO BOX 15234 IRVINE CA 92623 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MATTHEW J COHEN PO BOX 15234 IRVINE CA 92623 CFO AND DIRECTOR 1.00 0 0 0 PETER J COHEN PO BOX 15234 IRVINE CA 92623 PRESIDENT AND DIRECTOR 5.00 0 0 0 NATALIE J COHEN PO BOX 15234 IRVINE CA 92623 SECRETARY AND DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 0 136865 0 136865 0 0 136865 2053 134812 6741 6741 18123 18123 0 0 0 0 0 274500 0 274500 0 0 0 205686 306694 375195 317055 327273 1531903 274500 0 0 0 0 274500 0 0 1806403 0 0 0 0 0 0 205686 1600717 306694 375195 317055 327273 274500 X PETER COHEN PO BOX 15234 IRVINE CA 92623 7147340519 NO SPECIAL FORM. NONE NONE AMERICAN SOCIETY FOR TECHNION 55 EAST 59TH STREET NEW YORK NY 10022 NONE PC CHARITABLE DONATION 50000 ANTI-DEFAMATION LEAGUE 605 3RD AVENUE FLOOR 9 NEW YORK NY 10158 NONE PC CHARITABLE DONATION 100000 CONGREGATION BETH M HACOHEN 19045 YORBA LINDA BLVD YORBA LINDA CA 92886 NONE PC CHARITABLE DONATION 44000 LOYOLA LAW SCHOOL 919 ALBANY ST LOS ANGELES CA 90015 NONE PC CHARITABLE DONATION 75000 TUSTIN CHABAD 13112 NEWPORT AVE STE H TUSTIN CA 92780 NONE PC CHARITABLE DONATION 5500 274500 0 186388 523000 25989 1091432 25989 0 1277820 1303809 4 INVESTMENT INCOME PROVIDES ADDITIONAL FUNDS FOR CHARITABLE DONATIONS. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3162 0 0 0 EQUITIES 6069346 6523173 MUTUAL FUNDS AT COST 435009 436870 REITS AT COST 1308866 1279226 LEGAL FEES 71487 0 0 0 NONDIVIDEND DISTRIBUTIONS 176 176 NONDIVIDEND DISTRIBUTIONS 443 443 NONDIVIDEND DISTRIBUTIONS 25370 25370 INVESTMENT MANAGEMENT 29807 0 0 0 MISCELLANEOUS FEES 226 0 0 0 RF-1 75 0 0 0 FOREIGN INCOME TAX - MERRILL LYNCH 03202 513 0 0 0 FOREIGN INCOME TAX - UBS 8269 1429 0 0 0