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Nonprofit · EIN 52-6868270

JERRY S COHEN MEMORIAL CHARITABLE TRUST

Also known as MILSTEIN HERBERT E TRUSTEE

Tax-exempt · WASHINGTON, DC 20005

Financials

$6K$15K2023$7K$14K2024$20K$16K2025
Revenue Expenses · by fiscal year end
Financials of JERRY S COHEN MEMORIAL CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$19,777$16,237$3,540$109,512$0$109,512
December 31, 2024990-PF$6,627$14,052-$7,425$105,854$0$105,854
December 31, 2023990-PF$6,336$15,077-$8,741$109,872$0$109,872
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,755
Net gain from sales of assets
$13,022

Expenses

Grants and similar amounts paid
$12,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$12,500
Excise tax on investment income
$266

Balance sheet and other

Total assets, start of year
$105,854
Total assets, end of year
$109,512
Total liabilities, end of year
$0
Net assets, end of year
$109,512
Fair market value of assets
$285,711
Qualifying distributions
$12,500
Net investment income
$19,777

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
DANIEL COHEN
39 WOOD LANE, ROCKVILLE, MD 20850
TRUSTEE0$0
DANIEL GUSTAFSON
20840 ENGEN BLVD NW, NOWTHEN, MN 55330
TRUSTEE0$0
HOWARD SEDRAN
614 SPRUCE ST, PHILADELPHIA, PA 19106
TRUSTEE0$0
DANIEL SMALL
7717 CURTIS ST, CHEVY CHASE, MD 20815
TRUSTEE0$0
DANIEL SILVERMAN
192 BOYLSTON ST UNIT 2, JAMAICA PLAIN, MA 02130
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
DANIEL COHEN
39 WOOD LANE, ROCKVILLE, MD 20850
TRUSTEE0$0
DANIEL GUSTAFSON
20840 ENGEN BLVD NW, NOWTHEN, MN 55330
TRUSTEE0$0
HOWARD SEDRAN
614 SPRUCE ST, PHILADELPHIA, PA 19106
TRUSTEE0$0
DANIEL SMALL
7717 CURTIS ST, CHEVY CHASE, MD 20815
TRUSTEE0$0
DANIEL SILVERMAN
192 BOYLSTON ST UNIT 2, JAMAICA PLAIN, MA 02130
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DANIEL COHEN
39 WOOD LANE, ROCKVILLE, MD 20850
TRUSTEE0$0
DANIEL GUSTAFSON
20840 ENGEN BLVD NW, NOWTHEN, MN 55330
TRUSTEE0$0
HOWARD SEDRAN
614 SPRUCE ST, PHILADELPHIA, PA 19106
TRUSTEE0$0
DANIEL SMALL
7717 CURTIS ST, CHEVY CHASE, MD 20815
TRUSTEE0$0
DANIEL SILVERMAN
192 BOYLSTON ST UNIT 2, JAMAICA PLAIN, MA 02130
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1100 NEW YORK AVE NW STE 800, WASHINGTON, DC 20005-6143
In care of
% HERBERT MILSTEIN
Signed the 990-PF
DANIEL H SILVERMAN, PARTNER
Phone
(202) 408-4628
Return prepared by
COUNCILOR BUCHANAN & MITCHELL 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 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
52-6868270
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
1998
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$109,512
Income (IRS master file)
$24,729

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$19,777$16,237$109,512IRS
990-PFDecember 2024$6,627$14,052$105,854XML
990-PFDecember 2023$6,336$15,077$109,872XML
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 52-6868270).

Questions about JERRY S COHEN MEMORIAL CHARITABLE TRUST

What is the EIN of JERRY S COHEN MEMORIAL CHARITABLE TRUST?
The employer identification number (EIN) of JERRY S COHEN MEMORIAL CHARITABLE TRUST is 52-6868270.
Is JERRY S COHEN MEMORIAL CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to JERRY S COHEN MEMORIAL CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JERRY S COHEN MEMORIAL CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JERRY S COHEN MEMORIAL CHARITABLE TRUST 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 JERRY S COHEN MEMORIAL CHARITABLE TRUST 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 JERRY S COHEN MEMORIAL CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does JERRY S COHEN MEMORIAL CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $19,777, expenses of $16,237 and total assets of $109,512 at year end.

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