Nonprofit · EIN 03-0368595
BEN COHEN CHARITABLE TRUST
Also known as COHEN BENNETT R TTEE
Tax-exempt · SOUTH BURLINGTON, VT 05403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $280 | $8,329 | -$8,049 | $406,107 | $0 | $406,107 |
| October 31, 2024 | 990-PF | -$1,102 | $13,433 | -$14,535 | $414,156 | $0 | $414,156 |
| October 31, 2023 | 990-PF | $223,385 | $354,927 | -$131,542 | $415,867 | $0 | $415,867 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $3,090
- Other income
- -$2,810
Expenses
- Grants and similar amounts paid
- $3,000
- Disbursements for charitable purposes
- $4,500
Balance sheet and other
- Total assets, start of year
- $414,156
- Total assets, end of year
- $406,107
- Total liabilities, end of year
- $0
- Net assets, end of year
- $406,107
- Fair market value of assets
- $931,802
- Qualifying distributions
- $4,500
- Net investment income
- $280
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENNETT R COHEN CO GHP ADVISORS PC PO BOX 5550, BURLINGTON, VT 05402 | TRUSTEE | 2.5 | $0 |
| CHARLES LACY 324 BROWNS TRACE ROAD, JERICHO, VT 05465 | ADMIN TRUSTEE | 2.5 | $0 |
| JUDY WICKS 332 SOUTH 24TH ST, PHILADELPHIA, PA 19103 | ADMIN TRUSTEE | 2.5 | $0 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENNETT R COHEN CO GHP ADVISORS PC PO BOX 5550, BURLINGTON, VT 05402 | TRUSTEE | 2.5 | $0 |
| CHARLES LACY 324 BROWNS TRACE ROAD, JERICHO, VT 05465 | ADMIN TRUSTEE | 2.5 | $0 |
| JUDY WICKS 332 SOUTH 24TH ST, PHILADELPHIA, PA 19103 | ADMIN TRUSTEE | 2.5 | $0 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BENNETT R COHEN CO GHP ADVISORS PC PO BOX 5550, BURLINGTON, VT 05402 | TRUSTEE | 2.5 | $0 |
| CHARLES LACY 324 BROWNS TRACE ROAD, JERICHO, VT 05465 | ADMIN TRUSTEE | 2.5 | $0 |
| JUDY WICKS 332 SOUTH 24TH ST, PHILADELPHIA, PA 19103 | ADMIN TRUSTEE | 2.5 | $0 |
Address and contacts
- Address (IRS master file)
- C/O GHP ADVISORS PC 1233 SHELBURNE, SOUTH BURLINGTON, VT 05403-0000
- In care of
- % GHP ADVISORS PC
- Signed the 990-PF
- CHARLES LACY, ADMINISTRATIVE TRUSTEE
- Phone
- (802) 863-5099
- Return prepared by
- GHP ADVISORS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-0368595
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $406,107
- Income (IRS master file)
- $280
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $280 | $8,329 | $406,107 | XML |
| 990-PF | October 2024 | -$1,102 | $13,433 | $414,156 | XML |
| 990-PF | October 2023 | $223,385 | $354,927 | $415,867 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0368595).
Questions about BEN COHEN CHARITABLE TRUST
- What is the EIN of BEN COHEN CHARITABLE TRUST?
- The employer identification number (EIN) of BEN COHEN CHARITABLE TRUST is 03-0368595.
- Is BEN COHEN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to BEN COHEN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEN COHEN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEN COHEN CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEN COHEN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of BEN COHEN CHARITABLE TRUST?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BEN COHEN CHARITABLE TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $280, expenses of $8,329 and total assets of $406,107 at year end.
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All nonprofits in SOUTH BURLINGTON · Vermont · Philanthropy, voluntarism and grantmaking foundations