Nonprofit · EIN 20-0074096
COZEN OCONNOR FOUNDATION INC
Tax-exempt · PHILADELPHIA, PA 19103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,726,724 | $2,283,711 | $443,013 | $2,935,932 | $0 | $2,935,932 |
| December 31, 2023 | 990 | $2,320,603 | $2,295,174 | $25,429 | $2,492,919 | $0 | $2,492,919 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,675,908
- Program service revenue
- $0
- Investment income
- $50,816
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,282,525
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $2,282,525
- Management and general (functional)
- $1,186
Balance sheet and other
- Total assets, start of year
- $2,492,919
- Total assets, end of year
- $2,935,932
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,935,932
- Net assets without donor restrictions
- $2,920,149
- Net assets with donor restrictions
- $15,783
- Gross receipts
- $2,726,724
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W ELLMAN | TREASURER Trustee or director, Officer | 1 | $0 |
| VINCENT MCGUINNESS | PRESIDENT AND VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MICHAEL HELLER | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| INGRID WELCH | SECRETARY Officer | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W ELLMAN | TREASURER Trustee or director, Officer | 1 | $0 |
| VINCENT MCGUINNESS | PRESIDENT AND VICE CHAIRMA Trustee or director, Officer | 1 | $0 |
| MICHAEL HELLER | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| STEPHEN A COZEN | DIRECTOR Trustee or director | 1 | $0 |
| PATRICK J O'CONNOR | DIRECTOR Trustee or director | 1 | $0 |
| INGRID WELCH | SECRETARY Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1650 MARKET ST STE 2800, PHILADELPHIA, PA 19103-7325
- In care of
- % TAX DEPARTMENT
- Principal officer (990 for 2024)
- Michael Heller, 1650 Market Street, Philadelphia, PA 19103
- Signed the 990
- David W Ellman, COO
- Phone
- (215) 665-2000
Mission
ORGANIZED PRINCIPALLY TO MAKE GRANTS AND PROVIDE FINANCIAL SUPPORT TO OTHER CHARITABLE ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER 501(c)(3).
Program accomplishments
- ORGANIZED PRINCIPALLY TO MAKE GRANTS AND PROVIDE FINANCIAL SUPPORT TO OTHER CHARITABLE ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER 501(c)(3).Expenses $2,282,525 · grants $2,282,525
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0074096
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $2,935,932
- Income (IRS master file)
- $2,726,724
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,726,724 | $2,283,711 | $2,935,932 | XML |
| 990 | December 2023 | $2,320,603 | $2,295,174 | $2,492,919 | XML |
| 990 | December 2022 | $1,508,970 | $1,701,736 | $2,467,490 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about COZEN OCONNOR FOUNDATION INC
- What is the EIN of COZEN OCONNOR FOUNDATION INC?
- The employer identification number (EIN) of COZEN OCONNOR FOUNDATION INC is 20-0074096.
- Is COZEN OCONNOR FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to COZEN OCONNOR FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COZEN OCONNOR FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COZEN OCONNOR FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COZEN OCONNOR FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of COZEN OCONNOR FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names Michael Heller.
- Who are the officers and directors of COZEN OCONNOR FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does COZEN OCONNOR FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,726,724, expenses of $2,283,711 and total assets of $2,935,932 at year end.
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