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Nonprofit · EIN 38-6869869

THE STEPHEN A COZEN FOUNDATION TR

Also known as STEPHEN COZEN & ET AL TTEE

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$47K$47K2023$47K$47K2024$2.1M$761K2025
Revenue Expenses · by fiscal year end
Financials of THE STEPHEN A COZEN FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,067,525$760,909$1,306,616$1,306,634$0$1,306,634
December 31, 2024990-PF$47,348$47,348$0$251,851$0$251,851
December 31, 2023990-PF$47,348$47,348$0$252,881$0$252,881
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,000,000
Dividends
$67,518
Other income
$7

Expenses

Grants and similar amounts paid
$755,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$759,268
Excise tax on investment income
$972

Balance sheet and other

Total assets, start of year
$251,851
Total assets, end of year
$1,306,634
Total liabilities, end of year
$0
Net assets, end of year
$1,306,634
Fair market value of assets
$1,310,723
Qualifying distributions
$759,268
Net investment income
$71,588

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID ADELMAN
4093 WALNUT STREET, PHILADELPHIA, PA 19104
TRUSTEE1$0
SANDRA E COZEN
1230 MT PLEASANT ROAD, VILLANOVA, PA 19085
TRUSTEE1$0
LESTER E LIPSHUTZ ESQ
1801 N MILITARY TRAIL SUITE 200, BOCA RATON, FL 33431
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
DAVID ADELMAN
4093 WALNUT STREET, PHILADELPHIA, PA 19104
TRUSTEE1$0
STEPHEN A COZEN
1230 MT PLEASANT ROAD, VILLANOVA, PA 19085
TRUSTEE (TERM END DEC 2024)1$0
SANDRA E COZEN
1230 MT PLEASANT ROAD, VILLANOVA, PA 19085
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DAVID ADELMAN
4093 WALNUT STREET, PHILADELPHIA, PA 19104
TRUSTEE0$0
STEPHEN A COZEN
1230 MT PLEASANT ROAD, VILLANOVA, PA 19085
TRUSTEE0$0
SANDRA E COZEN
1230 MT PLEASANT ROAD, VILLANOVA, PA 19085
TRUSTEE0.1$0

Address and contacts

Address (IRS master file)
1650 MARKET ST STE 2800, PHILADELPHIA, PA 19103-7325
In care of
% MARGARET A COZEN THOMPSON ESQ
Signed the 990-PF
SANDRA A COZEN, TRUSTEE
Phone
(215) 665-3718
Return prepared by
GRANT THORNTON ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-6869869
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
2009
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,306,634
Income (IRS master file)
$2,067,525

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,067,525$760,909$1,306,634XML
990-PFDecember 2024$47,348$47,348$251,851XML
990-PFDecember 2023$47,348$47,348$252,881XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 38-6869869).

Questions about THE STEPHEN A COZEN FOUNDATION TR

What is the EIN of THE STEPHEN A COZEN FOUNDATION TR?
The employer identification number (EIN) of THE STEPHEN A COZEN FOUNDATION TR is 38-6869869.
Is THE STEPHEN A COZEN FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to THE STEPHEN A COZEN FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE STEPHEN A COZEN FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of THE STEPHEN A COZEN FOUNDATION TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE STEPHEN A COZEN FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE STEPHEN A COZEN FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE STEPHEN A COZEN FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,067,525, expenses of $760,909 and total assets of $1,306,634 at year end.

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