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Nonprofit · EIN 23-2267009

SAMUEL D COZEN MEMORIAL FUND

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$169K$140K2022$195K$186K2023$456K$372K2024
Revenue Expenses · by fiscal year end
Financials of SAMUEL D COZEN MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$456,013$372,261$83,752$434,324$0$434,324
September 30, 2024990-PF$194,794$185,751$9,043$350,572$0$350,572
September 30, 2023990-PF$169,422$140,397$29,025$341,529$0$341,529
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$428,351
Dividends
$26,003
Net gain from sales of assets
$1,659

Expenses

Grants and similar amounts paid
$368,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$368,866
Excise tax on investment income
$353

Balance sheet and other

Total assets, start of year
$350,572
Total assets, end of year
$434,324
Total liabilities, end of year
$0
Net assets, end of year
$434,324
Fair market value of assets
$689,421
Qualifying distributions
$368,866
Net investment income
$27,662

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-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
STEPHEN A COZEN
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0
BURTON K STEIN
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0
ELLEN SCARCELLE
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0
HAROD D SUKONIK
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
STEPHEN A COZEN
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0
BURTON K STEIN
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0
ELLEN SCARCELLE
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0
HAROD D SUKONIK
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0
990-PF for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
STEPHEN A COZEN
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0
BURTON K STEIN
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0
ELLEN SCARCELLE
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0
HAROD D SUKONIK
1650 MARKET STREET, PHILADELPHIA, PA 19103
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1650 MARKET ST, PHILADELPHIA, PA 19103-7301
In care of
% PATRICIA DOLAN
Signed the 990-PF
NANCY ROUNBEHLER, TRUSTEE
Phone
(610) 941-5400
Return prepared by
GRANT THORNTON ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
23-2267009
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1985
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$434,324
Income (IRS master file)
$468,403

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$456,013$372,261$434,324XML
990-PFSeptember 2024$194,794$185,751$350,572XML
990-PFSeptember 2023$169,422$140,397$341,529XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 23-2267009).

Questions about SAMUEL D COZEN MEMORIAL FUND

What is the EIN of SAMUEL D COZEN MEMORIAL FUND?
The employer identification number (EIN) of SAMUEL D COZEN MEMORIAL FUND is 23-2267009.
Is SAMUEL D COZEN MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to SAMUEL D COZEN MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAMUEL D COZEN MEMORIAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SAMUEL D COZEN MEMORIAL FUND due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAMUEL D COZEN MEMORIAL FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of SAMUEL D COZEN MEMORIAL FUND?
The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does SAMUEL D COZEN MEMORIAL FUND have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $456,013, expenses of $372,261 and total assets of $434,324 at year end.

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