BEN COHEN CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BEN COHEN CHARITABLE TRUST (EIN 03-0368595)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-03-11
- IRS object ID
- 202130709349100708
- Schema version
- 2019v5.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-11T10:42:15-08:00 | ReturnTs |
| Tax Period End | 2020-10-31 | 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 | 2019-11-01 | 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 | 2021-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE H PHILIBERT CPA | PreparerPersonNm |
| PTIN | P00544968 | PTIN |
| Phone | 8028635099 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $10,204,820 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,047 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,047 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $537,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,168,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $537,117 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $2,763 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,763 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $592,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $592,227 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,446 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,447 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $24,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,100 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $26,772 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,772 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,319 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,319 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $247,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $296,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $538,908 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,113,194 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $470,340 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $470,340 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,609 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,609 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,734,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,679,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,115,576 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,747 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $58,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $58,095 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $341,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $324,600 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,556,200 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,240,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,536,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,204,820 | 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 | $2,310,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,607,447 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,240,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,536,804 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,240,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,536,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,240,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $296,709 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,536,804 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,536,804 | 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 | 2019-01-01 | 2020-10-31 | $2,135,973 | $0 | $1,638,898 | $497,075 | $0 | $0 | $0 | $497,075 |
| PUBLICLY TRADED SECURITIES (SCHWAB #2395) | P | 2019-01-01 | 2020-10-31 | $1,032,244 | $0 | $992,202 | $40,042 | $0 | $0 | $0 | $40,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $537,117 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $345,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,290,100 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037228 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $303,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,896,204 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.027835 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $280,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,036,379 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069497 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $212,657 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,859,283 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055103 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $495,635 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,099,946 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097184 | DistributionYr5Rt |
| Total Distribution | 0.286847 | TotalDistributionRt |
| Average Distribution | 0.057369 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,594,438 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $550,423 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,389 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $555,812 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $247,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,778 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,778 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,778 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,100 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$13,100 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $123 | EsPenaltyAmt |
| Overpayment | $2,199 | OverpaymentAmt |
| Applied To ES Tax | $2,199 | 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 | false | 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 | $4,301,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $876,520 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,562,674 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,740,546 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,740,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,594,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $479,722 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $479,722 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,778 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,778 | TotalTaxAmt |
| Distributable Before Adj | $468,944 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $468,944 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $468,944 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $247,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $247,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $247,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $468,944 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $169,641 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,061 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,432 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $269,134 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $247,200 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $247,200 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $221,744 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $221,744 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,390 | 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 | $47,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $47,390 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BEAUTIFUL TROUBLE INC | ||||||
| 139 NORFOLK ST | NEW YORK | NY | 10002 | PUBLIC | UNRESTRICTED | $10,000 |
| CHANGING PERSPECTIVES INC | ||||||
| PO BOX 694 | BRADFORD | VT | 05033 | PUBLIC | UNRESTRICTED | $10,000 |
| COMMUNITY SOLUTIONS | ||||||
| 60 BROAD ST SUITE 2510 | NEW YORK | NY | 10004 | PUBLIC | UNRESTRICTED | $5,000 |
| FRIENDS OF THE CONGO | ||||||
| 1629 K ST NW STE 300 | WASHINGTON | DC | 20006 | PUBLIC | UNRESTRICTED | $1,000 |
| FROG HOLLOW CRAFT ASSOC INC | ||||||
| 85 CHURCH ST | BURLINGTON | VT | 05401 | PUBLIC | UNRESTRICTED | $100 |
| GREENPEACE | ||||||
| 702 H STREET NW STE 300 | WASHINGTON | DC | 20001 | PUBLIC | UNRESTRICTED | $10,000 |
| JAZZ AT LINCOLN CENTER | ||||||
| COLUMBUS CIRCLE 12TH FL | NEW YORK | NY | 10019 | PUBLIC | UNRESTRICTED | $3,000 |
| LAKE CHAPLAIN COMMITTEE | ||||||
| 208 FLYNN AVE 3 | BURLINGTON | VT | 05401 | PUBLIC | UNRESTRICTED | $100 |
| MADE IN NEW ORLEANS FDTN | ||||||
| 900 CAMP ST STE 4C13 | NEW ORLEANS | LA | 70130 | PUBLIC | UNRESTRICTED | $5,000 |
| THE COMMON COUNSEL FDTN-M4BL FUND | ||||||
| 1624 FRANKLIN ST 1022 | OAKLAND | CA | 94612 | PUBLIC | UNRESTRICTED | $25,000 |
| PEOPLE POWER INITIATIVES INC | ||||||
| 191 BANK STREET | BURLINGTON | VT | 05401 | PUBLIC | UNRESTRICTED | $2,000 |
| PUBLIC ASSETS INSTITUTE | ||||||
| PO BOX 942 | MONTPELIER | VT | 05601 | PUBLIC | UNRESTRICTED | $80,000 |
| PEACE & JUSTICE | ||||||
| 60 LAKE ST 1C | BURLINGTON | VT | 05401 | PUBLIC | UNRESTRICTED | $8,000 |
| PROJECT ON GOV OVERSIGHT | ||||||
| 1100 G ST NW SUITE 500 | WASHINGTON | DC | 20005 | PUBLIC | UNRESTRICTED | $1,000 |
| RANDOLPH BOURNE INSTITUTE | ||||||
| 1017 EL CAMINO REAL STE 306 | REDWOOD CITY | CA | 94063 | PUBLIC | UNRESTRICTED | $25,000 |
| RESOURCE VT | ||||||
| 266 PINE ST | BURLINGTON | VT | 05401 | PUBLIC | UNRESTRICTED | $1,000 |
| VT JOURNALISM TR (VTDIGGER) | ||||||
| 26 STATE ST | MONTPELIER | VT | 05602 | PUBLIC | UNRESTRICTED | $10,000 |
| VT PUBLIC RESEARCH & EDUC FD | ||||||
| 141 MAIN STS STE 6 | MONTPELIER | VT | 05602 | PUBLIC | UNRESTRICTED | $10,000 |
| VT BUSINESSES FOR SOCIAL RESPONSIBILITY | ||||||
| 255 S CHAMPLAIN ST | BURLINGTON | VT | 05401 | PUBLIC | UNRESTRICTED | $5,000 |
| URBAN AFFAIRS COALITION | ||||||
| 1207 CHESTNUT ST 7TH FL | PHILADELPHIA | PA | 19107 | PUBLIC | UNRESTRICTED | $20,000 |
| RESOURCES FOR HUMAN DEVELOPMENT INC | ||||||
| 211 SOUTH MOLE | PHILADELPHIA | PA | 19145 | PUBLIC | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,047 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,300 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $537,117 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 PASS THROUGH ORD LOSS | 14 | -$1,846 |
| EXCISE TAX RECEIVABLE | 14 | $4,609 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $592,227 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $592,227 | 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 | $3,446 | Amt |
| Net Investment Income | $2,447 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | 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 | $2,135,973 | $1,638,898 | $497,075 |
| PUBLICLY TRADED | ||||
| PUBLICLY TRADED SECURITIES (SCHWAB #2395) | Purchased | $1,032,244 | $992,202 | $40,042 |
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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB #XX95 (SEE ATTACHMENT 1) | BondNm |
| EOY Book Value | $58,000 | EOYBookValueAmt |
| EOYFMV | $58,095 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMINI SUSTAINABLE SOLUTIONS FD | $1,923,238 | $2,607,162 |
| CHARLES SCHWAB #XX95 (SEE ATTACHMENT 1) | $1,756,017 | $2,508,414 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MONEY IN MOTION LLC | $316,792 | $4,543,766 |
| CHARLES SCHWAB #XX95-REITS (SEE ATTACHMENT 1) | $7,808 | $12,434 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVST. PORTFOLIO MGMT FEES | Desc |
| Revenue And Expenses Per Books | $26,772 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,772 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 PASS THROUGH ORD LOSS | -$1,846 | -$1,846 |
| PART II, LINE | $4,609 | $4,609 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAID | CategoryTxt |
| Amt | $24,100 | Amt |
| Net Investment Income | $24,100 | NetInvestmentIncomeAmt |