Civic Intelligence

Stephen J Cohen Private Asset Management Foundation

990PF • Fiscal year 2019 • EIN 33-0766760

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 30, 2020

Organization Profile
5348 Carroll Canyon RoadSan Diego, CA 92121

(858) 750-4200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-554%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

5th percentile

-78%

Faster revenue growth than 5% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$126,279

Down $16,326 (-11%) from 2018

Net Assets

Down

$126,279

Down $16,326 (-11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$2,943

Down $10,422 (-78%) from 2018

Expenses

Up

$19,255

Up $10,531 (+121%) from 2018

Net Income

Down

-$16,312

Down $20,953 (-451%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $72,410Liabilities 2011: $0Net Assets 2011: $72,4102011Assets 2012: $93,638Liabilities 2012: $0Net Assets 2012: $93,6382012Assets 2013: $91,189Liabilities 2013: $0Net Assets 2013: $91,1892013Assets 2014: $115,717Liabilities 2014: $0Net Assets 2014: $115,7172014Assets 2015: $128,994Liabilities 2015: $0Net Assets 2015: $128,9942015Assets 2016: $124,833Liabilities 2016: $0Net Assets 2016: $124,8332016Assets 2017: $137,964Liabilities 2017: $0Net Assets 2017: $137,9642017Assets 2018: $142,605Liabilities 2018: $0Net Assets 2018: $142,6052018Assets 2019: $126,279Liabilities 2019: $0Net Assets 2019: $126,2792019Assets 2020: $115,823Liabilities 2020: $0Net Assets 2020: $115,8232020Assets 2021: $98,177Liabilities 2021: $0Net Assets 2021: $98,1772021Assets 2022: $78,367Liabilities 2022: $0Net Assets 2022: $78,3672022Assets 2023: $65,173Liabilities 2023: $0Net Assets 2023: $65,1732023Assets 2024: $55,117Liabilities 2024: $0Net Assets 2024: $55,1172024

Highlighted filing

2019

Assets$126,279
Liabilities$0
Net Assets$126,279
Open 2019 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2011: $28,3342011Expenses 2012: $42,5342012Revenue 2013: $61,960Expenses 2013: $64,409Net Income 2013: -$2,4492013Revenue 2014: $90,604Expenses 2014: $66,076Net Income 2014: $24,5282014Revenue 2015: $77,789Expenses 2015: $64,512Net Income 2015: $13,2772015Revenue 2016: $46,868Expenses 2016: $51,029Net Income 2016: -$4,1612016Revenue 2017: $47,215Expenses 2017: $34,084Net Income 2017: $13,1312017Revenue 2018: $13,365Expenses 2018: $8,724Net Income 2018: $4,6412018Revenue 2019: $2,943Expenses 2019: $19,255Net Income 2019: -$16,3122019Revenue 2020: $3,589Expenses 2020: $13,962Net Income 2020: -$10,3732020Revenue 2021: $1,458Expenses 2021: $19,104Net Income 2021: -$17,6462021Revenue 2022: $803Expenses 2022: $20,613Net Income 2022: -$19,8102022Revenue 2023: $8,617Expenses 2023: $21,811Net Income 2023: -$13,1942023Revenue 2024: $11,650Expenses 2024: $21,706Net Income 2024: -$10,0562024

Highlighted filing

2019

Revenue$2,943
Expenses$19,255
Net Income-$16,312
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Adele RabinPresident-$0--
Edward Z EstrinCFO-$0--
Suzanne CohenSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Stephen J Cohen Private Asset
EIN
33-0766760
Phone
8587504200
Address
5348 Carroll Canyon Road, San Diego, CA 92121

Signing Officer

Name
Suzanne Cohen
Title
Secretary
Signed
2020-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Private Tax Services
Address
5348 CARROLL CANYON ROAD STE 200, SAN DIEGO, CA 92121-1733
Preparer
Edward Z Estrin CPA
Phone
8587504200
Raw XML Appendix307 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt0150
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Private Tax Services
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0150
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt02935
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt019040
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16312
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt062
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02935
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-4
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16312
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt089
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0126279
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0142502
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0126279
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt08312
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt08312
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt08312
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08312
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0168762
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0109985
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0137260
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt032517
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0168762
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0142502
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0142502
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0126279
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0168762
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031502
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0137260
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02531
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08312
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0166231
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0168762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Adele Rabin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Edward Z Estrin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Suzanne Cohen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01138 Solana Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15348 Carroll Canyon Road 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25348 Carroll Canyon Road 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Del Mar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Diego
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092014
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt061700
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.371172
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.22451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.42270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.56030
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Edward Z Estrin
IRS990PF/StatementsRegardingActyGrp/PhoneNum08587504200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Seacrest Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Jewish Family Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Los Angeles Police Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Congregation Adat Yeshurun
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Semper K9 Assistance doges
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5San Diego Food Bank-North County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 Saxony Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18804 Balboa Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2633 W 5th Street Suite 960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt38625 La Jolla Scenic Dr North
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 451
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt59850 Distribution Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Encinitas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3La Jolla
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Quantico
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5San Diego
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422134
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592121
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt019040
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08312
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08312
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt044863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt057550
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt061749
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt061749
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0139462
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010728
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt044863
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt057550
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019040
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010728
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0201211
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0190483
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02935
OtherIncreasesSchedule/OtherIncreasesDetail/Amt089
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Non Taxable Distribution
TaxesSchedule/TaxesDetail/Amt020
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0Ca Sec of State
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt2Franchise Tax Board
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt020
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt135
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt210
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Suzanne Cohen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Stephen J Cohen Private Asset
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Management Foundation
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0330766760
ReturnHeader/Filer/PhoneNum08587504200
ReturnHeader/Filer/USAddress/AddressLine1Txt05348 Carroll Canyon Road
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092121
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330524568
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRIVATE TAX SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05348 CARROLL CANYON ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN DIEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0921211733
ReturnHeader/PreparerPersonGrp/PhoneNum08587504200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Edward Z Estrin CPA
ReturnHeader/ReturnTs02020-05-04T15:13:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,279
Liabilities
$0
Net assets
$126,279
Revenue
$2,943
Expenses
$19,255
Net income
-$16,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.12$0.22$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.09$0.22$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.01$0.21$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.01$0.19$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04$0.14$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.19$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.13$0.09$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.47$0.34$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.47$0.51$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.78$0.65$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.91$0.66$0.25
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.62$0.64$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.43
2011Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.28