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Nonprofit · EIN 38-7142486

JOSEPHINE COHEN CHARITABLE FOUNDATION

Also known as BRUCE A ROSENFIELD ET AL TTEE

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$61K$79K2023$173K$551K2024$432$7K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPHINE COHEN CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$432$6,905-$6,473$7,309$0$7,309
December 31, 2024990-PF$172,873$551,360-$378,487$13,781$0$13,781
December 31, 2023990-PF$60,812$79,253-$18,441$392,267$0$392,267
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$432

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,234

Balance sheet and other

Total assets, start of year
$13,781
Total assets, end of year
$7,309
Total liabilities, end of year
$0
Net assets, end of year
$7,309
Fair market value of assets
$7,309
Qualifying distributions
$2,234
Net investment income
$432

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
Bruce A Rosenfield
1650 MARKET ST SUITE 1200, Philadelphia, PA 19103
Co-Trustee0.25$0
Steven Pasternak
246 Royal Place, Long Branch, NJ 07740
Co-Trustee0.25$0
Dr David Ruderman
322 Winding Way, Merion, PA 19066
Co-Trustee0.25$0
Dr Joanne Cohen Katz
3602 Salisbury Hills Drive, Allentown, PA 18103
Co-Trustee0.25$0
Wilma Dorman
17 Skip Road, Plymouth Meeting, PA 19462
Co-Trustee0.25$0
Eve Pasternak
246 Royal Place, Long Branch, NJ 07740
Co-Trustee0.25$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
Bruce A Rosenfield
1650 MARKET ST SUITE 1200, Philadelphia, PA 19103
Co-Trustee0.25$0
Steven Pasternak
246 Royal Place, Long Branch, NJ 07740
Co-Trustee0.25$0
Dr David Ruderman
322 Winding Way, Merion, PA 19066
Co-Trustee0.25$0
Dr Joanne Cohen Katz
3602 Salisbury Hills Drive, Allentown, PA 18103
Co-Trustee0.25$0
Wilma Dorman
17 Skip Road, Plymouth Meeting, PA 19462
Co-Trustee0.25$0
Eve Pasternak
246 Royal Place, Long Branch, NJ 07740
Co-Trustee0.25$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
Bruce A Rosenfield
1500 MARKET ST SUITE 3500E, Philadelphia, PA 19102
Co-Trustee0.25$0
Steven Pasternak
246 Royal Place, Long Branch, NJ 07740
Co-Trustee0.25$0
Dr David Ruderman
322 Winding Way, Merion, PA 19066
Co-Trustee0.25$0
Dr Joanne Cohen Katz
3602 Salisbury Hills Drive, Allentown, PA 18103
Co-Trustee0.25$0
Wilma Dorman
17 Skip Road, Plymouth Meeting, PA 19462
Co-Trustee0.25$0
Eve Pasternak
246 Royal Place, Long Branch, NJ 07740
Co-Trustee0.25$0

Address and contacts

Address (IRS master file)
1650 MARKET ST SUITE 1200, PHILADELPHIA, PA 19103-7301
In care of
% BRUCE A ROSENFIELD
Signed the 990-PF
Bruce A Rosenfield, Co-Trustee
Phone
(215) 575-7095
Return prepared by
DILWORTH PAXSON LLP

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
38-7142486
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,309
Income (IRS master file)
$432

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$432$6,905$7,309IRS
990-PFDecember 2024$172,873$551,360$13,781IRS
990-PFDecember 2023$60,812$79,253$392,267XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 38-7142486).

Questions about JOSEPHINE COHEN CHARITABLE FOUNDATION

What is the EIN of JOSEPHINE COHEN CHARITABLE FOUNDATION?
The employer identification number (EIN) of JOSEPHINE COHEN CHARITABLE FOUNDATION is 38-7142486.
Is JOSEPHINE COHEN CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to JOSEPHINE COHEN CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPHINE COHEN CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPHINE COHEN CHARITABLE FOUNDATION 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 JOSEPHINE COHEN CHARITABLE FOUNDATION 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 JOSEPHINE COHEN CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does JOSEPHINE COHEN CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $432, expenses of $6,905 and total assets of $7,309 at year end.

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