2014-02-26T11:15:02-08:00 2013-10-31 GHP ADVISORS PC 131 MAIN STREET 8TH FLOOR BURLINGTON VT 05401 990PF 2012-11-01 030368595 BEN COHEN CHARITABLE TRUST BENC 8028635099 C/O GHP ADVISORS PC PO BOX 5550 BURLINGTON VT 054025550 BENNETT R COHEN 8028635099 2014-02-26 GEORGE H PHILIBERT CPA 8028635099 2012 2015-12-30 17:16:21Z X 4882285 X 1346717 5593 5593 46645 46645 92755 1610555 998594 481 481 1492191 1051313 14072 12075 2000 4323 323 2379 2379 20135 17579 40909 12398 21958 349802 349802 390711 12398 371760 1101480 1038915 225931 96711 96711 135222 344033 343486 440792 618966 603894 1897058 2534261 3284575 51561 258208 253754 300000 299865 299865 3050564 4152044 4882285 0 X 1829357 1829357 1221207 2322687 3050564 4152044 3050564 4152044 3050564 1101480 4152044 4152044 PUBLICLY TRADED SECURITIES (ST ACCT MC 2698) D 1988-08-08 2013-02-28 1286677 0 308813 977864 0 0 0 977864 PUBLICLY TRADED SECURITIES (ST ACCT MC 2698) P 2001-08-17 2013-05-31 95000 0 71262 23738 0 0 0 23738 PUBLICLY TRADED SECURITIES (ST ACCT MC 4691) P 228878 0 231886 -3008 0 0 0 -3008 998594 -3008 false 355525 3142445 0.113136 189953 3472559 0.054701 96000 2977266 0.032244 210000 2682717 0.078279 230643 3655364 0.063097 0.341457 0.068291 4395376 300165 10389 310554 371760 X 10389 0 10389 10389 2991 2991 2991 X 7 7405 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 2.50 0 0 0 CHARLES LACY 324 BROWNS TRACE ROAD JERICHO VT 05465 2.50 0 0 0 NONE 0 NONE 0 CAMPAIGN TO EDUCATE AND PUBLICIZE ISSUES PERTAINING TOFINANCIAL INFLUENCES OVER THE AMERICAN POLITICAL SYSTEM 21958 3808722 653589 0 4462311 4462311 66935 4395376 219769 219769 10389 10389 209380 209380 209380 371760 371760 10389 361371 209380 45924 96000 190500 202021 534445 371760 209380 162380 696825 0 696825 45924 96000 190500 202021 162380 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 10000 CENTER FOR RESPONSIVE POLITICS 1101 14TH ST NW SUITE 1030 WASHINGTON DC 20005 PUBLIC UNRESTRICTED 1000 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 1000 HEIFER INTERNATIONAL 1 WORLD AVENUE LITTLE ROCK AR 72202 PUBLIC UNRESTRICTED 1000 INTERNATIONAL FORUM GLOBALIZATION 1009 GENERAL KENNEDY AVENUE 2 SAN FRANCISCO CA 94129 PUBLIC UNRESTRICTED 176752 KIDS FOR PEACE 3303 JAMES DRIVE CARLSBAD CA 92008 PUBLIC UNRESTRICTED 100 MUSIC IN SCHOOLS TODAY 582 MARKET STREET SUITE 213 SAN FRANCISCO CA 94104 PUBLIC UNRESTRICTED 1000 NATIONAL WILDLIFE FEDERATION NORTHEAST REGIONAL CENTER PO BOX 1583 MERRIFIELD VA 22116 PUBLIC UNRESTRICTED 100 NATIONAL PRIORITIES PROJECT 243 KING STREET SUITE 109 NORTHAMPTON MA 01060 PUBLIC UNRESTRICTED 3500 NE COALITION AGAINST NUCLEAR POLLUTION 139 MAIN STREET SUITE 701 BRATTLEBORO VT 05301 PUBLIC UNRESTRICTED 500 PEACE & JUSTICE CENTER 60 LAKE STREET 1C BURLINGTON VT 05401 PUBLIC UNRESTRICTED 5000 PERI SUPPORT FUND 418 N PLEASANT STREET AMHERST MA 01002 PUBLIC UNRESTRICTED 15000 PROJECT ON GOVERNMENT OVERSIGHT 1100 G STREET NW SUITE 500 WASHINGTON DC 20005 PUBLIC UNRESTRICTED 5000 RESOURCE 266 PINE STREET BURLINGTON VT 05401 PUBLIC UNRESTRICTED 2000 SOCIAL VENTURES INC 124 WESTFIELD DRIVE ITHACA NY 14850 PUBLIC UNRESTRICTED 50000 THE JEWISH MUSEUM 1109 5TH AVE AT 92ND ST NEW YORK NY 10128 PUBLIC UNRESTRICTED 5000 THE RECTORY SCHOOL 528 POMFRET ST POMFRET CT 06258 PUBLIC UNRESTRICTED 50000 UNITED FOR A FAIR ECONOMY 1 MILK STREET 5TH FLOOR BOSTON MA 02109 PUBLIC UNRESTRICTED 750 VERMONT FOOD BANK 33 PARKER ROAD WILSON INDUSTRIAL PA BARRE VT 05641 PUBLIC UNRESTRICTED 100 VNRC 9 BAILEY AVENUE MONTPELIER VT 05602 PUBLIC UNRESTRICTED 5000 VT DISASTER RELIEF FUND PO BOX 843 MONTPELIER VT 05601 PUBLIC UNRESTRICTED 11000 WOMEN'S ACTION FOR NEW DIRECTIONS 691 MASSACHUSETTS AVENUE ARLINGTON MA 02476 PUBLIC UNRESTRICTED 1000 349802 14 5593 14 46645 18 92755 Investment in LLC 14 -155 Securities litigation 14 636 145474 145474 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 1214652 X 1 647 SHARES APPLE INC. STOCK 333179 2012-12-21 1 1,685 SHARES CHIPOTLE MEXICAN GRILL INC. STOCK 483376 2012-12-21 1 9,624 SHARES GREEN MOUNTAIN COFFEE INC. STOCK 398097 2012-12-21 GHP ADVISORS, PC TAX ADV/PREPARATION AND ACCTNG 14072 12075 2000 PUBLICLY TRADED SECURITIES (ST ACCT MC 2698) Donated 1286677 1214652 72025 PUBLICLY TRADED SECURITIES (ST ACCT MC 2698) Purchased 95000 71262 23738 PUBLICLY TRADED SECURITIES (ST ACCT MC 4691) Purchased 228878 231886 -3008 PART VII-A, LINE 10 SUBSTANTIAL CONTRIBUTORS SUBSTANTIAL CONTRIBUTOR: BEN COHEN ADDRESS: C/O GHP ADVISORS, PC PO BOX 5550 BURLINGTON, VT 05402-5550 2012 CONTRIBUTIONS OF $1,214,652 FMV 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. APPLE INC 1% 5/03/18 28974 29132 CISCO SYSTEMS 4.45% 1/15/20 23034 22172 GEN ELEC CAP CRP MTN 4.375% 9/16/20 27966 27225 INTEL CORP 1.35% 12/15/17 24747 24850 MEDTRONIC INC 4.5% 3/15/14 26568 25365 NORTHERN TRUST CORP 3.375% 8/23/21 26393 25571 ORACLE CORP 5.75% 4/15/18 24082 23387 PEPSICO .7% 8/13/15 24993 25054 TOYOTA MOTOR CR CORP 1.25% 10/05/17 25073 24847 UNILEVER CAP CORP 2.75% 2/10/16 26378 26151 ARIEL GROWTH FD 7203.315 334528 498469 WALDEN EQUITY FD 32052.617 434976 560280 WALDEN SMALL CAP INNOV FD 7103.477 109477 151446 HARBOR SMALL CAP GROWTH FD 23148.740 261231 363898 NEUBERGER BERMAN SOCIALLY RESPONSIVE 16088.700 381638 574527 BOSTON COMMON INTL FD 30719.623 762411 885955 EMERGENCE BIOENERGY INC. 3825SH PREFERRED STOCK 250000 250000 618966 603894 MONEY IN MOTION LLC 299865 299865 Invesment portfolio mgmt fees 2526 BANK CHARGES 30 SUPPLIES 1701 1701 TRANSPORT 1590 1590 FULLFILLMENT 879 879 MISC 810 810 STAMPMOBILE DEVELOPMENT 12599 12599 Investment in LLC -155 -155 Securities litigation settlement 636 636 FOREIGN TAXES ON INV. INC. 323 323 2011 EXCISE TAX 2000 2012 ESTIMATED TAX 2000