BEN COHEN CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BEN COHEN CHARITABLE TRUST (EIN 03-0368595)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-03-10
- IRS object ID
- 202230699349100503
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-10T05:57:16-08:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GHP ADVISORS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 MAIN STREET 8TH FLOOR | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030368595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEN COHEN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENC | BusinessNameControlTxt |
| Phone | 8028635099 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GHP ADVISORS PC PO BOX 5550 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054025550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENNETT R COHEN | PersonNm |
| Person Title | ADMINISTRATIVE TRUSTEE | PersonTitleTxt |
| Phone | 8028635099 | PhoneNum |
| Signature | 2022-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BENNETT | PersonFirstNm |
| Person Last | COHEN | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE H PHILIBERT CPA | PreparerPersonNm |
| PTIN | P00544968 | PTIN |
| Phone | 8028635099 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,169,157 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,900 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,673 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,522,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,912,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,522,537 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$994 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$994 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,675,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,664,241 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $19,696 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,696 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $14,150 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $23,071 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,071 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,917 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,767 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $669,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $669,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $726,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,767 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $676,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,948,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,628,474 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $470,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,164,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,164,548 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $4,609 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,609 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,609 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,679,255 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $58,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $324,600 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $316,021 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,000,000 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,536,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,485,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,169,157 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,929,357 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,929,357 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,607,447 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,555,821 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,536,804 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,485,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,536,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,485,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,536,804 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,948,374 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,485,178 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,485,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (SCHWAB #7154) | P | 2020-01-01 | 2021-10-31 | $3,147,475 | $0 | $2,024,468 | $1,123,007 | $0 | $0 | $0 | $1,123,007 |
| PUBLICLY TRADED SECURITIES (SCHWAB #2395) | P | 2020-01-01 | 2021-10-31 | $3,764,584 | $0 | $2,365,054 | $1,399,530 | $0 | $0 | $0 | $1,399,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,522,537 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,349 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,349 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $11,349 | OriginalReturnTaxPaidAmt |
| Tax Due | $25,187 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GHP ADVISORS PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028635099 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 MAIN STREET 8th FLOOR | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BENNETT R COHEN CO GHP ADVISORS PC | ||||||||
| PO BOX 5550 | BURLINGTON | VT | 05402 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| CHARLES LACY | ||||||||
| 324 BROWNS TRACE ROAD | JERICHO | VT | 05465 | ADMIN TRUSTEE | 2.50 | $0 | $0 | $0 |
| JUDY WICKS | ||||||||
| 332 SOUTH 24TH ST | PHILADELPHIA | PA | 19103 | ADMIN TRUSTEE | 2.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,494,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $794,511 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,226,561 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,515,810 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,515,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,343,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $567,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $567,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,536 | TotalTaxAmt |
| Distributable Before Adj | $530,618 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $530,618 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $530,618 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $676,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $676,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $676,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $530,618 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,390 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,390 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $676,850 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $530,618 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $146,232 | RemainingDistriFromCorpusAmt |
| Total Corpus | $193,622 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $193,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,390 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $146,232 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BEN COHEN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BEN COHEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GHP ADVISORS PC PO BOX 5550 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8028635099 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CONSTITUTION SOCIETY | ||||||
| 1899 L ST NW SUITE 200 | WASHINGTON | DC | 20036 | PC | UNRESTRICTED | $1,500 |
| BIG BROTHERS BIG SISTERS OF VT INC | ||||||
| PO BOX 1729 | BRATTLEBORO | VT | 05302 | PC | UNRESTRICTED | $1,000 |
| COMMUNITY SOLUTIONS | ||||||
| 60 BROAD ST SUITE 2510 | NEW YORK | NY | 10004 | PC | UNRESTRICTED | $5,000 |
| ETHICAL SOCIETY OF POLICE INC | ||||||
| 4901 DELMAR BLVD | SAINT LOUIS | MO | 63108 | PC | UNRESTRICTED | $10,000 |
| GROUNDS FOR HEALTH | ||||||
| 600 BLAIR PARK RD SUITE 311 | WILLISTON | VT | 05495 | PC | UNRESTRICTED | $1,000 |
| LAKE CHAPLAIN COMMITTEE | ||||||
| 208 FLYNN AVE 3 | BURLINGTON | VT | 05401 | PC | UNRESTRICTED | $100 |
| MAKERSPHERE | ||||||
| 30 FOUNDRY ST | WATERBURY VILLAGE | VT | 05676 | PC | UNRESTRICTED | $250 |
| MARCH ON HARRISBURG EDUCATION FD | ||||||
| 211 SOUTH MOLE | PHILADELPHIA | PA | 19145 | PC | UNRESTRICTED | $7,500 |
| OUR VILLAGE UNITED | ||||||
| 2101 CEDAR SPRINGS RD STE 1050 | DALLAS | TX | 75201 | PC | UNRESTRICTED | $10,000 |
| PEOPLE POWER INITIATIVES INC | ||||||
| 191 BANK STREET | BURLINGTON | VT | 05401 | PC | UNRESTRICTED | $500,000 |
| PROJECT ON GOV OVERSIGHT | ||||||
| 1100 G ST NW SUITE 500 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED | $10,000 |
| RHINO FOODS FOUNDATION | ||||||
| 179 QUEEN CITY PARK RD | BURLINGTON | VT | 05401 | PC | UNRESTRICTED | $500 |
| RIGHTS & DEMOCRACY ED FUND | ||||||
| 70 S WINOOSKI AVE | BURLINGTON | VT | 05401 | PC | UNRESTRICTED | $10,000 |
| SEVA FOUNDATION | ||||||
| 1786 FIFTH ST | BERKELEY | CA | 94710 | PC | UNRESTRICTED | $1,000 |
| TIMES UP INC | ||||||
| PO BOX 550 | NEW YORK | NY | 10009 | PC | UNRESTRICTED | $1,000 |
| URBAN AFFAIRS COALITION | ||||||
| 1207 CHESTNUT ST 7TH FL | PHILADELPHIA | PA | 19107 | PC | UNRESTRICTED | $50,000 |
| VANGUARD CHARITABLE | ||||||
| PO BOX 9509 | WARWICK | RI | 02889 | PC | UNRESTRICTED | $50,000 |
| VT FOODBANK | ||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | PC | UNRESTRICTED | $1,000 |
| VT JOURNALISM TR (VTDIGGER) | ||||||
| 26 STATE ST | MONTPELIER | VT | 05602 | PC | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $669,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,673 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,522,537 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PASS THROUGH ORD LOSS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$994 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,664,241 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,664,241 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GHP ADVISORS, PC TAX ADV/PREPARATION AND ACCTNG | CategoryTxt |
| Amt | $19,696 | Amt |
| Net Investment Income | $17,696 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PUBLICLY TRADED | ||||
| PUBLICLY TRADED SECURITIES (SCHWAB #7154) | Purchased | $3,147,475 | $2,024,468 | $1,123,007 |
| PUBLICLY TRADED | ||||
| PUBLICLY TRADED SECURITIES (SCHWAB #2395) | Purchased | $3,764,584 | $2,365,054 | $1,399,530 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XV, LINE 2 b, c, d | FormAndLineReferenceDesc |
| Medium Explanation | THE BEN COHEN CHARITABLE TRUST DOES NOT HAVE A FORMAL APPLICATIONTHE BEN COHEN CHARITABLE TRUST DOES NOT HAVE A FORMAL APPLICATIONTHE BEN COHEN CHARITABLE TRUST DOES NOT HAVE A FORMAL APPLICATIONTHE BEN COHEN CHARITABLE TRUST DOES NOT HAVE A FORMAL APPLICATIONTHE BEN COHEN CHARITABLE TRUST DOES NOT HAVE A FORMAL APPLICATIONTHE BEN COHEN CHARITABLE TRUST DOES NOT HAVE A FORMAL APPLICATIONTHE BEN COHEN CHARITABLE TRUST DOES NOT HAVE A FORMAL APPLICATIONTHE BEN COHEN CHARITABLE TRUST DOES NOT HAVE A FORMAL APPLICATIONTHE BEN COHEN CHARITABLE TRUST DOES NOT HAVE A FORMAL APPLICATIONTHE BEN COHEN CHARITABLE TRUST DOES NOT HAVE A FORMAL APPLICATION | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MONEY IN MOTION LLC | CategoryOrItemTxt |
| Book Value | $316,021 | BookValueAmt |
| EOYFMV | $6,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVST. PORTFOLIO MGMT FEES | $20,195 | $15,195 | $5,000 |
| CD EARLY WITHDRAWAL FEE | $2,876 | $2,876 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PASS THROUGH ORD LOSS | Desc |
| Revenue And Expenses Per Books | -$994 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$994 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAID | CategoryTxt |
| Amt | $14,150 | Amt |