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Nonprofit · EIN 59-7222346

JOHN AND GOLDA COHEN TR

Also known as COHEN ELIZABETH TTEE

Tax-exempt · BROOKLINE VLG, MA 02447

Financials

$5.3M$1.3M2022$3.4M$1.6M2023$2.4M$2.2M2024
Revenue Expenses · by fiscal year end
Financials of JOHN AND GOLDA COHEN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,410,621$2,152,325$258,296$32,526,470$1,461,009$31,065,461
December 31, 2023990-PF$3,401,635$1,585,446$1,816,189$30,921,642$1,394,404$29,527,238
December 31, 2022990-PF$5,295,616$1,292,836$4,002,780$21,674,287$833,013$20,841,274
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$90,000
Dividends
$575,684
Interest
$25
Net rental income
$1,583,851

Expenses

Grants and similar amounts paid
$1,621,550
Disbursements for charitable purposes
$1,621,550
Excise tax on investment income
$29,301

Balance sheet and other

Total assets, start of year
$30,981,642
Total assets, end of year
$32,526,470
Total liabilities, end of year
$1,461,009
Net assets, end of year
$31,065,461
Fair market value of assets
$43,113,253
Qualifying distributions
$1,621,550
Net investment income
$2,416,996

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Elizabeth Ann Cohen
104 Knob Hills Circle, Decatur, GA 30030
Trustee2$0
Richard S Cohen
1620 Mayflower Ct Apt A615, Winter Park, FL 32792
Trustee2$0
Jolyon Ellis Cowan
PO Box 470777, Brookline Village, MA 02447
Trustee4$0
Vanessa Trien
PO Box 470777, Brookline Village, MA 02447
Trustee1.5$0
Richard Stone
104 Knob Hills Circle, Decatur, GA 30030
Trustee1.5$0
Ben Barwick
291 Vickers Dr NE, Atlanta, GA 30307
Trustee1.5$0
Freedom David
291 Vickers Dr NE, Atlanta, GA 30307
Trustee1.5$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
Elizabeth Ann Cohen
104 Knob Hills Circle, Decatur, GA 30030
Trustee2$0
Richard S Cohen
1620 Mayflower Ct Apt A615, Winter Park, FL 32792
Trustee2$0
Jolyon Ellis Cowan
PO Box 470777, Brookline Village, MA 02447
Trustee4$0
Vanessa Trien
PO Box 470777, Brookline Village, MA 02447
Trustee1.5$0
Richard Stone
104 Knob Hills Circle, Decatur, GA 30030
Trustee1.5$0
Ben Barwick
291 Vickers Dr NE, Atlanta, GA 30307
Trustee1.5$0
Freedom David
291 Vickers Dr NE, Atlanta, GA 30307
Trustee1.5$0
990-PF for the year ended December 31, 2022: 7 people
NameTitleHours / weekCompensation
Elizabeth Ann Cohen
104 Knob Hills Circle, Decatur, GA 30030
Trustee2$0
Richard S Cohen
1620 Mayflower Ct Apt A615, Winter Park, FL 32792
Trustee2$0
Jolyon Ellis Cowan
PO Box 470777, Brookline Village, MA 02447
Trustee4$0
Vanessa Trien
PO Box 470777, Brookline Village, MA 02447
Trustee1.5$0
Richard Stone
104 Knob Hills Circle, Decatur, GA 30030
Trustee1.5$0
Ben Barwick
291 Vickers Dr NE, Atlanta, GA 30307
Trustee1.5$0
Freedom David
291 Vickers Dr NE, Atlanta, GA 30307
Trustee1.5$0

Address and contacts

Address (IRS master file)
PO BOX 470777, BROOKLINE VLG, MA 02447-0777
In care of
% JOLYON COWAN TTEE
Signed the 990-PF
Jolyon Cowan, Trustee
Phone
(407) 767-0037
Return prepared by
Acosta Tax and Accounting Services PA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
59-7222346
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$32,526,470
Income (IRS master file)
$2,410,621

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,410,621$2,152,325$32,526,470IRS
990-PFDecember 2023$3,401,635$1,585,446$30,921,642IRS
990-PFDecember 2022$5,295,616$1,292,836$21,674,287XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 59-7222346).

Questions about JOHN AND GOLDA COHEN TR

What is the EIN of JOHN AND GOLDA COHEN TR?
The employer identification number (EIN) of JOHN AND GOLDA COHEN TR is 59-7222346.
Is JOHN AND GOLDA COHEN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to JOHN AND GOLDA COHEN TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN AND GOLDA COHEN TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN AND GOLDA COHEN TR 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 JOHN AND GOLDA COHEN TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOHN AND GOLDA COHEN TR?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does JOHN AND GOLDA COHEN TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,410,621, expenses of $2,152,325 and total assets of $32,526,470 at year end.

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