Nonprofit · EIN 38-6967584
PHILIP COHEN SCHOLARSHIP TR BO UNLV
Also known as HARRIS COHEN & JOAN RUDICK CO-TTEE
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $255,050 | $551,113 | -$296,063 | $5,509,578 | $0 | $5,509,578 |
| December 31, 2024 | 990-PF | $252,574 | $518,396 | -$265,822 | $5,808,013 | $0 | $5,808,013 |
| December 31, 2023 | 990-PF | $263,042 | $506,192 | -$243,150 | $6,065,954 | $0 | $6,065,954 |
| December 31, 2022 | 990-PF | $233,607 | $520,564 | -$286,957 | $6,326,235 | $0 | $6,326,235 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $192,625
- Net gain from sales of assets
- $62,127
- Other income
- $298
Expenses
- Grants and similar amounts paid
- $419,000
- Compensation of officers, directors and key employees
- $65,345
- Disbursements for charitable purposes
- $425,535
- Excise tax on investment income
- $1,796
Balance sheet and other
- Total assets, start of year
- $5,808,013
- Total assets, end of year
- $5,509,578
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,509,578
- Fair market value of assets
- $8,870,032
- Qualifying distributions
- $425,535
- Net investment income
- $253,264
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A PO BOX 630858, CINCINNATI, OH 452630858 | INSTITUTIONAL TRUSTEE | 2 | $42,385 |
| JOAN RUDICK 19903 SILVERFIELD DRIVE, MONTGOMERY VILLAGE, MD 20886 | CO TRUSTEE | 1 | $11,485 |
| HARRIS NORMAN COHEN 4 ACELA DRIVE, TIBURON, CA 94920 | CO TRUSTEE | 1 | $11,475 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK TRUST NA PO BOX 75000 M/C 7874, DETROIT, MI 482757874 | INSTITUTIONAL TRUSTEE | 2 | $42,010 |
| HARRIS NORMAN COHEN 4 ACELA DRIVE, TIBURON, CA 94920 | CO TRUSTEE | 1 | $11,494 |
| JOAN RUDICK 19903 SILVERFIELD DRIVE, MONTGOMERY VILLAGE, MD 20886 | CO TRUSTEE | 1 | $11,494 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK TRUST NA PO BOX 75000 M/C 7874, DETROIT, MI 482757874 | INSTITUTIONAL TRUSTEE | 2 | $37,047 |
| HARRIS NORMAN COHEN 4 ACELA DRIVE, TIBURON, CA 94920 | CO TRUSTEE | 1 | $10,922 |
| JOAN RUDICK 19903 SILVERFIELD DRIVE, MONTGOMERY VILLAGE, MD 20886 | CO TRUSTEE | 1 | $10,922 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK TRUST NA PO BOX 75000 M/C 7874, DETROIT, MI 482757874 | INSTITUTIONAL TRUSTEE | 2 | $39,577 |
| HARRIS NORMAN COHEN 4 ACELA DRIVE, TIBURON, CA 94920 | CO TRUSTEE | 1 | $11,417 |
| JOAN RUDICK 19903 SILVERFIELD DRIVE, MONTGOMERY VILLAGE, MD 20886 | CO TRUSTEE | 1 | $11,417 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % COMERICA BANK & TRUST NA CO-TTEE
- Signed the 990-PF
- MATTHEW GRABOWSKI, VICE PRESIDENT
- Phone
- (336) 293-1415
- Return prepared by
- KPMG LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6967584
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,509,578
- Income (IRS master file)
- $2,010,188
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $255,050 | $551,113 | $5,509,578 | XML |
| 990-PF | December 2024 | $252,574 | $518,396 | $5,808,013 | IRS |
| 990-PF | December 2023 | $263,042 | $506,192 | $6,065,954 | XML |
| 990-PF | December 2022 | $233,607 | $520,564 | $6,326,235 | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 38-6967584).
Questions about PHILIP COHEN SCHOLARSHIP TR BO UNLV
- What is the EIN of PHILIP COHEN SCHOLARSHIP TR BO UNLV?
- The employer identification number (EIN) of PHILIP COHEN SCHOLARSHIP TR BO UNLV is 38-6967584.
- Is PHILIP COHEN SCHOLARSHIP TR BO UNLV tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to PHILIP COHEN SCHOLARSHIP TR BO UNLV tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHILIP COHEN SCHOLARSHIP TR BO UNLV file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHILIP COHEN SCHOLARSHIP TR BO UNLV due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILIP COHEN SCHOLARSHIP TR BO UNLV last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of PHILIP COHEN SCHOLARSHIP TR BO UNLV?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $42,385 (FIFTH THIRD BANK N A, INSTITUTIONAL TRUSTEE).
- How much revenue does PHILIP COHEN SCHOLARSHIP TR BO UNLV have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $255,050, expenses of $551,113 and total assets of $5,509,578 at year end.
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