Nonprofit · EIN 20-0074096
COZEN OCONNOR FOUNDATION INC
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,726,724 | $2,283,711 | $443,013 | $2,935,932 | $0 | $2,935,932 |
| December 31, 2023 | 990 | $2,320,603 | $2,295,174 | $25,429 | $2,492,919 | $0 | $2,492,919 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,675,908
- Program service revenue
- $0
- Investment income
- $50,816
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,282,525
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $2,282,525
- Management and general (functional)
- $1,186
Balance sheet and other
- Total assets, start of year
- $2,492,919
- Total assets, end of year
- $2,935,932
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,935,932
- Net assets without donor restrictions
- $2,920,149
- Net assets with donor restrictions
- $15,783
- Gross receipts
- $2,726,724
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- PA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W ELLMAN | TREASURER Trustee or director, Officer | 1 | $0 |
| VINCENT MCGUINNESS | PRESIDENT AND VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MICHAEL HELLER | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| INGRID WELCH | SECRETARY Officer | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W ELLMAN | TREASURER Trustee or director, Officer | 1 | $0 |
| VINCENT MCGUINNESS | PRESIDENT AND VICE CHAIRMA Trustee or director, Officer | 1 | $0 |
| MICHAEL HELLER | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| STEPHEN A COZEN | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK J O'CONNOR | DIRECTOR Trustee or director | 1 | $0 |
| INGRID WELCH | SECRETARY Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1650 MARKET ST STE 2800, PHILADELPHIA, PA 19103-7325
- In care of
- % TAX DEPARTMENT
- Principal officer (990 for 2024)
- Michael Heller, 1650 Market Street, Philadelphia, PA 19103
- Signed the 990
- David W Ellman, COO
- Phone
- (215) 665-2000
Mission
ORGANIZED PRINCIPALLY TO MAKE GRANTS AND PROVIDE FINANCIAL SUPPORT TO OTHER CHARITABLE ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER 501(c)(3).
Program accomplishments
- ORGANIZED PRINCIPALLY TO MAKE GRANTS AND PROVIDE FINANCIAL SUPPORT TO OTHER CHARITABLE ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER 501(c)(3).Expenses $2,282,525 · grants $2,282,525
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0074096
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $2,935,932
- Income (IRS master file)
- $2,726,724
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,726,724 | $2,283,711 | $2,935,932 | XML |
| 990 | December 2023 | $2,320,603 | $2,295,174 | $2,492,919 | XML |
| 990 | December 2022 | $1,508,970 | $1,701,736 | $2,467,490 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 20-0074096).
Questions about COZEN OCONNOR FOUNDATION INC
- What is the EIN of COZEN OCONNOR FOUNDATION INC?
- The employer identification number (EIN) of COZEN OCONNOR FOUNDATION INC is 20-0074096.
- Is COZEN OCONNOR FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to COZEN OCONNOR FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COZEN OCONNOR FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COZEN OCONNOR FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COZEN OCONNOR FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of COZEN OCONNOR FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names Michael Heller.
- Who are the officers and directors of COZEN OCONNOR FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does COZEN OCONNOR FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,726,724, expenses of $2,283,711 and total assets of $2,935,932 at year end.
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