2015-03-13T06:55:26-07:00 2014-10-31 GHP ADVISORS PC 131 MAIN STREET 8TH FLOOR BURLINGTON VT 05401 990PF 2013-11-01 030368595 BEN COHEN CHARITABLE TRUST BENC 8028635099 C/O GHP ADVISORS PC PO BOX 5550 BURLINGTON VT 054025550 BENNETT R COHEN ADMINISTRATIVE TRUSTEE 8028635099 2015-03-12 GEORGE H PHILIBERT CPA 8028635099 2013 2016-02-25 16:41:14Z X 4677478 X 100000 3310 3310 148827 148827 786075 4825460 786075 -664 -664 1037548 937548 12644 11644 1000 3237 1000 3237 10650 1245 4647 4647 31178 18536 4237 324185 324184 355363 18536 328421 682185 919012 96711 1520523 1520523 208472 618966 72181 72669 2534261 2591324 2563849 258208 20045 20078 299865 494595 500359 4016483 4698668 4677478 0 X 1829357 1829357 2187126 2869311 4016483 4698668 4016483 4698668 4016483 682185 4698668 4698668 PUBLICLY TRADED SECURITIES (STATE ST ACCT #2698 P 2004-01-01 2014-10-31 3737290 0 2946211 791079 0 0 0 791079 PUBLICLY TRADED SECURITIES (STATE ST ACCT #4691 P 2004-01-01 2014-10-31 1035888 0 1053604 -17716 0 0 0 -17716 PUBLICLY TRADED SECURITIES (SCHWAB #7154) P 2004-01-01 2014-10-31 52282 0 39570 12712 0 0 0 12712 786075 false 361371 4395376 0.082216 355525 3142445 0.113136 189953 3472559 0.054701 96000 2977266 0.032244 210000 2682717 0.078279 0.360576 0.072115 4694849 338569 9190 347759 328421 18380 0 18380 18380 0 X 234 18614 0 false false false false false false false true true VT true false false false false true N/A GHP ADVISORS PC 8028635099 131 MAIN STREET 8th FLOOR BURLINGTON VT 05401 false false false false false false false false false false false false false false false false false false false false false 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 NONE 0 NONE 0 3611892 1154452 0 4766344 4766344 71495 4694849 234742 234742 18380 18380 216362 216362 216362 328421 328421 328421 216362 45924 96000 190500 202021 162380 696825 328421 216224 112197 809022 138 45924 763098 96000 190500 202021 162380 112197 BEN COHEN NONE BEN COHEN C/O GHP ADVISORS PC PO BOX 5550 BURLINGTON VT 05402 8028635099 SEE ATTACHED SEE ATTACHED SEE ATTACHED CENTER FOR INTERNATIONAL POLICY 2000 M STREET NW SUITE 720 WASHINGTON DC 20036 PUBLIC UNRESTRICTED 20000 COMMUNITY SOLUTIONS INC 4 GRIFFIN ROAD NORTH SUITE 100B WINDSOR CT 06095 PUBLIC UNRESTRICTED 5000 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 2000 INTERNATIONAL FORUM GLOBALIZATION 1009 GENERAL KENNEDY AVENUE 2 SAN FRANCISCO CA 94129 PUBLIC UNRESTRICTED 106500 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 5000 PEACE & JUSTICE CENTER 60 LAKE STREET 1C BURLINGTON VT 05401 PUBLIC UNRESTRICTED 15835 SOCIAL VENTURES INC 124 WESTFIELD DRIVE ITHACA NY 14850 PUBLIC UNRESTRICTED 10000 WOMEN'S ACTION FOR NEW DIRECTIONS 691 MASSACHUSETTS AVENUE ARLINGTON MA 02476 PUBLIC UNRESTRICTED 1000 ANGELICA FOUNDATION 1688 Cerro Gordo Road SANTA FE NM 87501 PUBLIC UNRESTRICTED 1000 DEATH PENALTY FOCUS 5 Third Street Suite 725 SAN FRANCISCO CA 94103 PUBLIC UNRESTRICTED 1000 FLYNN CENTER MAIN STREET BURLINGTON VT 05401 PUBLIC UNRESTRICTED 1000 FREEDOM OF THE PRESS FOUNDATION 601 Van Ness Ave Suite E731 SAN FRANCISCO CA 94102 PUBLIC UNRESTRICTED 9500 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 125600 VERMONT WORKERS CENTER 249 N WINOOSKI AVE BURLINGTON VT 05401 PUBLIC UNRESTRICTED 15000 VERMONT INTERFAITH ACTION 152 PEARL ST BURLINGTON VT 05401 PUBLIC UNRESTRICTED 2500 WOMEN MAKE MOVIES INC 115 W 29TH ST RM 1200 NEW YORK NY 10001 PUBLIC UNRESTRICTED 1000 MEDIA ALLIANCE 1904 FRANKLIN ST SUITE 818 OAKLAND CA 94612 PUBLIC UNRESTRICTED 1000 324185 14 3310 14 148827 18 786075 Investment in LLC 14 -664 937548 937548 false false false false false false false false false false X X 1 BEN COHEN C/O GHP ADVISORS PC PO BOX 5550 BURLINGTON VT 05402 100000 X GHP ADVISORS, PC TAX ADV/PREPARATION AND ACCTNG 12644 11644 1000 PUBLICLY TRADED SECURITIES (STATE ST ACCT #2698 Purchased PUBLICLY TRADED 3737290 2946211 Cost 791079 PUBLICLY TRADED SECURITIES (STATE ST ACCT #4691) Purchased PUBLICLY TRADED 1035888 1053604 Cost -17716 PUBLICLY TRADED SECURITIES (SCHWAB #7154) Purchased PUBLICLY TRADED 52282 39570 Cost 12712 PART XV, LINE 2 b, c, d 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. VANGUARD BOND INDEX FUND 20045 20078 EMERGENCE BIOENERGY INC. 3825SH PREFERRED STOCK 250000 250000 ALERE 245SH 8727 9793 AMERESCO 2381SH 19147 19619 ARCADIS NV ARN 1259SH 41914 38686 AUTODESK 463SH 25125 26641 BIOMERIEUX 69 MARCY ORDF 477SH 48960 50309 CANCER GENETICS 2898SH 25663 21445 CELLDEX THERAPEUTICS 815SH 12901 13651 CREE 813SH 36385 25593 DAILIGHT PLC 3396SH 54010 46698 FEMALE HEALTH COMPANY 5849SH 21801 26730 FIRST SOLAR INC 940SH 67483 55366 GEMALTO NV 388SH 37979 29659 GILEAD SCIENCES 859SH 93424 96208 HOLOGIC INC 680SH 17157 17809 LANDAUER 655SH 23489 23442 LIFEWAY FOODS 1899SH 26395 31428 MITEK SYSTEMS 7574 SH 24664 20980 NATUS MEDICAL 4005SH 115167 136170 NEWLINK GENETICS CORP 324SH 8468 10579 NORDEX AG NEW ORD 4463SH 82674 75377 ORASURE TECH 10444SH 84617 93474 PERSIMMON PLC 3565SH 80648 83386 RESONA HOLDINGS 13464SH 74989 75472 SANLAM NEW ORD 13807SH 88947 87052 SAREPTA THERAPEUTICS 281SH 6334 4544 SEATTLE GENETICS 573SH 24585 21012 SKF AB B 2203SH 51558 43999 SMA SOLAR TECH 1123SH 39339 27887 SOFTBANK CORP 800SH 57925 56654 SOLARCITY CORP 255SH 17269 15091 STMICROELECTONICS 5417SH 46757 36100 STOREBRAND ASA 14773SH 82572 75670 SUNOPTA 6289SH 81783 89052 SUNPOWER 1320SH 51276 42029 VERASTEM 2265SH 19815 21496 WOLTERS KLUWER 900SH 25207 24007 ISHARES ETF 500SH 25408 25355 AGL RESOURCES 200SH 10248 10782 AT&T 1000SH 34988 34840 ABBOTT LAB 250SH 10339 10898 AIRGAS 150SH 16407 16731 AUST&NEW ZEALAND BKG 600SH 16587 17668 AUTO DATA PROCESSING 400SH 28993 32712 BREVILLE GROUP 2000SH 12889 11972 CENTERPOINT ENERGY 400SH 9860 9820 CHUBB CORP 200SH 18353 19872 CITRIX SYSTEMS 200SH 13827 12846 COMWLTH BK OF AUSTRALIAF 200SH 13399 14148 EMERSON ELEC 400SH 24928 25624 FIRST SOLAR INC 450SH 28735 26505 FOMENTO EXO MEX SAB 325SH 29691 31278 FRANKLIN RESOURCES 350SH 19073 19464 GOOGLE INC CLASS C 25SH 14275 13977 GOOGLE INC CLASS A 25SH 14539 14196 HOME DEPOT 300SH 27661 29255 INTEL 800SH 26856 27208 MERIDIAN BIOSCIENCE 400SH 7183 7416 NOVO-NORDISK 175SH 8342 7906 PRAXAIR 125SH 15663 15749 PT BANK RAKYAT 1700SH 27994 30787 QUALCOMM 350SH 25804 27479 RAMSAY HEALTH CARE 200SH 8769 9184 ROCHE HLDG AG 100SH 29211 29477 ROCK-TENN CO 300SH 13887 15345 STARBUCKS 425SH 31615 32113 SWISS RE LTD 375SH 29671 30274 TJX COS 350SH 20982 22162 UNITED PARCEL 250SH 24264 26228 VALMONT IND 100SH 13431 13617 WABTEC 300SH 23350 25890 WESTPAC BANKING 750SH 21282 22965 WOLVERINE WORLD WIDE INC 700SH 17666 18998 72181 72669 MONEY IN MOTION LLC 299202 299202 OPPORTUNITIES CREDIT UNION CERTIFICATE OF DEPOSIT 134727 134727 HCP INC REIT 22000 24184 REALTY INCOME CORP REIT 22652 25316 WP CAREY INC REIT 16014 16930 Invesment portfolio mgmt fees 4647 4647 Investment in LLC -664 -664 FOREIGN TAXES ON INV. INC. 1245 1245 2012 EXCISE TAX 7405 2013 ESTIMATED TAX 2000