BEN COHEN CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BEN COHEN CHARITABLE TRUST (EIN 03-0368595)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-03-13
- IRS object ID
- 201500729349100700
- Schema version
- 2013v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-13T06:55:26-07:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GHP ADVISORS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 MAIN STREET 8TH FLOOR | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 054025550 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENNETT R COHEN | PersonNm |
| Person Title | ADMINISTRATIVE TRUSTEE | PersonTitleTxt |
| Phone | 8028635099 | PhoneNum |
| Signature | 2015-03-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE H PHILIBERT CPA | PreparerPersonNm |
| Phone | 8028635099 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,677,478 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,310 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,310 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $148,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $786,075 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,825,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $786,075 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$664 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$664 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,037,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $937,548 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $12,644 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,644 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,237 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,237 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,245 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,647 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,647 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,237 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $324,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,184 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $355,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $328,421 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $682,185 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $919,012 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,711 | CashBOYAmt |
| Cash EOY | $1,520,523 | CashEOYAmt |
| Cash EOYFMV | $1,520,523 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $208,472 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $618,966 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $72,181 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $72,669 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,534,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,591,324 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,563,849 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $258,208 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,045 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,078 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $299,865 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $494,595 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $500,359 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,016,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,698,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,677,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,829,357 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,829,357 | CapitalStockEOYAmt |
| Retained Earning BOY | $2,187,126 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,869,311 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,016,483 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,698,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,016,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,698,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,016,483 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $682,185 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,698,668 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,698,668 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 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 (STATE ST ACCT #2698 | P | 2004-01-01 | 2014-10-31 | $3,737,290 | $0 | $2,946,211 | $791,079 | $0 | $0 | $0 | $791,079 |
| PUBLICLY TRADED SECURITIES (STATE ST ACCT #4691 | P | 2004-01-01 | 2014-10-31 | $1,035,888 | $0 | $1,053,604 | -$17,716 | $0 | $0 | $0 | -$17,716 |
| PUBLICLY TRADED SECURITIES (SCHWAB #7154) | P | 2004-01-01 | 2014-10-31 | $52,282 | $0 | $39,570 | $12,712 | $0 | $0 | $0 | $12,712 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $786,075 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $361,371 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,395,376 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082216 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $355,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,142,445 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.113136 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $189,953 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,472,559 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054701 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,977,266 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032244 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $210,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,682,717 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078279 | DistributionYr5Rt |
| Total Distribution | 0.360576 | TotalDistributionRt |
| Average Distribution | 0.072115 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,694,849 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $338,569 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $347,759 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $328,421 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,380 | SubtotalAmt |
| Tax Based On Investment Income | $18,380 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $234 | EsPenaltyAmt |
| Tax Due | $18,614 | 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 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| 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 |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| 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 | $3,611,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,154,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,766,344 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,766,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,694,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $234,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,380 | TotalTaxAmt |
| Distributable Before Adj | $216,362 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $216,362 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $216,362 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $328,421 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $328,421 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $328,421 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,362 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $45,924 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $190,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $202,021 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $162,380 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $696,825 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $328,421 | QualifyingDistributionsAmt |
| Applied To Current Year | $216,224 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $112,197 | RemainingDistriFromCorpusAmt |
| Total Corpus | $809,022 | TotalCorpusAmt |
| Undistributed Income CY | $138 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $45,924 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $763,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,000 | ExcessFromYear4Amt |
| Excess From Year3 | $190,500 | ExcessFromYear3Amt |
| Excess From Year2 | $202,021 | ExcessFromYear2Amt |
| Excess From Year1 | $162,380 | ExcessFromYear1Amt |
| Excess From Current Year | $112,197 | 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 | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05402 | ZIPCode |
| 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTER FOR INTERNATIONAL POLICY | ||||||
| 2000 M STREET NW SUITE 720 | WASHINGTON | DC | 20036 | PUBLIC | UNRESTRICTED | $20,000 |
| COMMUNITY SOLUTIONS INC | ||||||
| 4 GRIFFIN ROAD NORTH SUITE 100B | WINDSOR | CT | 06095 | PUBLIC | UNRESTRICTED | $5,000 |
| GROUNDS FOR HEALTH | ||||||
| 92 SOUTH MAIN STREET 2 | WATERBURY | VT | 05676 | PUBLIC | UNRESTRICTED | $500 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | PUBLIC | UNRESTRICTED | $2,000 |
| INTERNATIONAL FORUM GLOBALIZATION | ||||||
| 1009 GENERAL KENNEDY AVENUE 2 | SAN FRANCISCO | CA | 94129 | PUBLIC | UNRESTRICTED | $106,500 |
| NATIONAL WILDLIFE FEDERATION NORTHEAST REGIONAL CENTER | ||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | PUBLIC | UNRESTRICTED | $250 |
| NATIONAL PRIORITIES PROJECT | ||||||
| 243 KING STREET SUITE 109 | NORTHAMPTON | MA | 01060 | PUBLIC | UNRESTRICTED | $5,000 |
| PEACE & JUSTICE CENTER | ||||||
| 60 LAKE STREET 1C | BURLINGTON | VT | 05401 | PUBLIC | UNRESTRICTED | $15,835 |
| SOCIAL VENTURES INC | ||||||
| 124 WESTFIELD DRIVE | ITHACA | NY | 14850 | PUBLIC | UNRESTRICTED | $10,000 |
| WOMEN'S ACTION FOR NEW DIRECTIONS | ||||||
| 691 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | PUBLIC | UNRESTRICTED | $1,000 |
| ANGELICA FOUNDATION | ||||||
| 1688 Cerro Gordo Road | SANTA FE | NM | 87501 | PUBLIC | UNRESTRICTED | $1,000 |
| DEATH PENALTY FOCUS | ||||||
| 5 Third Street Suite 725 | SAN FRANCISCO | CA | 94103 | PUBLIC | UNRESTRICTED | $1,000 |
| FLYNN CENTER | ||||||
| MAIN STREET | BURLINGTON | VT | 05401 | PUBLIC | UNRESTRICTED | $1,000 |
| FREEDOM OF THE PRESS FOUNDATION | ||||||
| 601 Van Ness Ave Suite E731 | SAN FRANCISCO | CA | 94102 | PUBLIC | UNRESTRICTED | $9,500 |
| GROUNDS FOR HEALTH | ||||||
| 600 BLAIR PARK RD SUITE 330 | WILLISTON | VT | 05495 | PUBLIC | UNRESTRICTED | $500 |
| PEOPLE POWER INITIATIVES | ||||||
| 191 BANK STREET | BURLINGTON | VT | 05401 | PUBLIC | UNRESTRICTED | $125,600 |
| VERMONT WORKERS CENTER | ||||||
| 249 N WINOOSKI AVE | BURLINGTON | VT | 05401 | PUBLIC | UNRESTRICTED | $15,000 |
| VERMONT INTERFAITH ACTION | ||||||
| 152 PEARL ST | BURLINGTON | VT | 05401 | PUBLIC | UNRESTRICTED | $2,500 |
| WOMEN MAKE MOVIES INC | ||||||
| 115 W 29TH ST RM 1200 | NEW YORK | NY | 10001 | PUBLIC | UNRESTRICTED | $1,000 |
| MEDIA ALLIANCE | ||||||
| 1904 FRANKLIN ST SUITE 818 | OAKLAND | CA | 94612 | PUBLIC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,185 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,310 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $786,075 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in LLC | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$664 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $937,548 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $937,548 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BEN COHEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GHP ADVISORS PC PO BOX 5550 | AddressLine1 |
| City | BURLINGTON | City |
| State | VT | State |
| ZIP Code | 05402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $12,644 | Amt |
| Net Investment Income | $11,644 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED | |||||
| PUBLICLY TRADED SECURITIES (STATE ST ACCT #2698 | Purchased | $3,737,290 | $2,946,211 | Cost | $791,079 |
| PUBLICLY TRADED | |||||
| PUBLICLY TRADED SECURITIES (STATE ST ACCT #4691) | Purchased | $1,035,888 | $1,053,604 | Cost | -$17,716 |
| PUBLICLY TRADED | |||||
| PUBLICLY TRADED SECURITIES (SCHWAB #7154) | Purchased | $52,282 | $39,570 | Cost | $12,712 |
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 APPLICATION OR FORM FOR APPLICANTS SEEKING GRANTS TO COMPLETE. THE ORGANIZATION DOES NOT LIMIT ITS CONSIDERATION OF APPLICANTS TO PRE-SELECTED CHARITIES OR LIMIT ITS AWARDS TO A SPECIFIC DOLLAR AMOUNT OR BY GEOGRAPHIC REGION. THE TRUST GIVES TO QUALIFIED CHARITABLE AND EDUCATIONAL ORGANIZATIONS THAT HAVE A DEMONSTRATED HISTORY OR INTENTION FOR INVOLVEMENT IN SOCIALLY RESPONSIBLE ISSUES. THERE ARE NO GRANT DEADLINES THAT EXIST. REQUESTS FOR GRANT FUNDS ARE REVIEWED BY THE TRUSTEE OF THE BEN COHEN CHARITABLE TRUST FOR PROPRIETY AND COMPATIBILITY WITH THE CHARITABLE PURPOSES SPECIFIED WITHIN THE TRUST INDENTURE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD BOND INDEX FUND | BondNm |
| EOY Book Value | $20,045 | EOYBookValueAmt |
| EOYFMV | $20,078 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (73 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EMERGENCE BIOENERGY INC. 3825SH PREFERRED STOCK | $250,000 | $250,000 |
| ALERE 245SH | $8,727 | $9,793 |
| AMERESCO 2381SH | $19,147 | $19,619 |
| ARCADIS NV ARN 1259SH | $41,914 | $38,686 |
| AUTODESK 463SH | $25,125 | $26,641 |
| BIOMERIEUX 69 MARCY ORDF 477SH | $48,960 | $50,309 |
| CANCER GENETICS 2898SH | $25,663 | $21,445 |
| CELLDEX THERAPEUTICS 815SH | $12,901 | $13,651 |
| CREE 813SH | $36,385 | $25,593 |
| DAILIGHT PLC 3396SH | $54,010 | $46,698 |
| FEMALE HEALTH COMPANY 5849SH | $21,801 | $26,730 |
| FIRST SOLAR INC 940SH | $67,483 | $55,366 |
| GEMALTO NV 388SH | $37,979 | $29,659 |
| GILEAD SCIENCES 859SH | $93,424 | $96,208 |
| HOLOGIC INC 680SH | $17,157 | $17,809 |
| LANDAUER 655SH | $23,489 | $23,442 |
| LIFEWAY FOODS 1899SH | $26,395 | $31,428 |
| MITEK SYSTEMS 7574 SH | $24,664 | $20,980 |
| NATUS MEDICAL 4005SH | $115,167 | $136,170 |
| NEWLINK GENETICS CORP 324SH | $8,468 | $10,579 |
| NORDEX AG NEW ORD 4463SH | $82,674 | $75,377 |
| ORASURE TECH 10444SH | $84,617 | $93,474 |
| PERSIMMON PLC 3565SH | $80,648 | $83,386 |
| RESONA HOLDINGS 13464SH | $74,989 | $75,472 |
| SANLAM NEW ORD 13807SH | $88,947 | $87,052 |
| SAREPTA THERAPEUTICS 281SH | $6,334 | $4,544 |
| SEATTLE GENETICS 573SH | $24,585 | $21,012 |
| SKF AB B 2203SH | $51,558 | $43,999 |
| SMA SOLAR TECH 1123SH | $39,339 | $27,887 |
| SOFTBANK CORP 800SH | $57,925 | $56,654 |
| SOLARCITY CORP 255SH | $17,269 | $15,091 |
| STMICROELECTONICS 5417SH | $46,757 | $36,100 |
| STOREBRAND ASA 14773SH | $82,572 | $75,670 |
| SUNOPTA 6289SH | $81,783 | $89,052 |
| SUNPOWER 1320SH | $51,276 | $42,029 |
| VERASTEM 2265SH | $19,815 | $21,496 |
| WOLTERS KLUWER 900SH | $25,207 | $24,007 |
| ISHARES ETF 500SH | $25,408 | $25,355 |
| AGL RESOURCES 200SH | $10,248 | $10,782 |
| AT&T 1000SH | $34,988 | $34,840 |
| ABBOTT LAB 250SH | $10,339 | $10,898 |
| AIRGAS 150SH | $16,407 | $16,731 |
| AUST&NEW ZEALAND BKG 600SH | $16,587 | $17,668 |
| AUTO DATA PROCESSING 400SH | $28,993 | $32,712 |
| BREVILLE GROUP 2000SH | $12,889 | $11,972 |
| CENTERPOINT ENERGY 400SH | $9,860 | $9,820 |
| CHUBB CORP 200SH | $18,353 | $19,872 |
| CITRIX SYSTEMS 200SH | $13,827 | $12,846 |
| COMWLTH BK OF AUSTRALIAF 200SH | $13,399 | $14,148 |
| EMERSON ELEC 400SH | $24,928 | $25,624 |
| FIRST SOLAR INC 450SH | $28,735 | $26,505 |
| FOMENTO EXO MEX SAB 325SH | $29,691 | $31,278 |
| FRANKLIN RESOURCES 350SH | $19,073 | $19,464 |
| GOOGLE INC CLASS C 25SH | $14,275 | $13,977 |
| GOOGLE INC CLASS A 25SH | $14,539 | $14,196 |
| HOME DEPOT 300SH | $27,661 | $29,255 |
| INTEL 800SH | $26,856 | $27,208 |
| MERIDIAN BIOSCIENCE 400SH | $7,183 | $7,416 |
| NOVO-NORDISK 175SH | $8,342 | $7,906 |
| PRAXAIR 125SH | $15,663 | $15,749 |
| PT BANK RAKYAT 1700SH | $27,994 | $30,787 |
| QUALCOMM 350SH | $25,804 | $27,479 |
| RAMSAY HEALTH CARE 200SH | $8,769 | $9,184 |
| ROCHE HLDG AG 100SH | $29,211 | $29,477 |
| ROCK-TENN CO 300SH | $13,887 | $15,345 |
| STARBUCKS 425SH | $31,615 | $32,113 |
| SWISS RE LTD 375SH | $29,671 | $30,274 |
| TJX COS 350SH | $20,982 | $22,162 |
| UNITED PARCEL 250SH | $24,264 | $26,228 |
| VALMONT IND 100SH | $13,431 | $13,617 |
| WABTEC 300SH | $23,350 | $25,890 |
| WESTPAC BANKING 750SH | $21,282 | $22,965 |
| WOLVERINE WORLD WIDE INC 700SH | $17,666 | $18,998 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $72,181 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $72,669 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MONEY IN MOTION LLC | $299,202 | $299,202 |
| OPPORTUNITIES CREDIT UNION CERTIFICATE OF DEPOSIT | $134,727 | $134,727 |
| HCP INC REIT | $22,000 | $24,184 |
| REALTY INCOME CORP REIT | $22,652 | $25,316 |
| WP CAREY INC REIT | $16,014 | $16,930 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Invesment portfolio mgmt fees | Desc |
| Revenue And Expenses Per Books | $4,647 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,647 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in LLC | Desc |
| Revenue And Expenses Per Books | -$664 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$664 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON INV. INC. | $1,245 | $1,245 |
| 2012 EXCISE TAX | $7,405 | |
| 2013 ESTIMATED TAX | $2,000 |