Ellen R Cohen Charitable Trust

990PF • Fiscal year 2013 • EIN 04-6955867

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 01, 2014

Organization Profile

34 Monadnock RoadNewton, MA 02467

(617) 969-8799

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $1M-$5M nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $1M-$5M nonprofits • Source year 2013

31%

Higher net margin than 80% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

3.0%

Faster asset growth than 55% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets27th percentile

Assets

$4,298,651

Up $125,742 (+3.0%) from 2012

Net Assets

$4,298,651

Up $125,742 (+3.0%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin80th percentile

Revenue

$427,025

No earlier filing loaded for comparison.

Expenses

$294,390

Up $6,265 (+2.2%) from 2012

Net Income

$132,635

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$4,298,651

Liabilities$0

Net Assets$4,298,651

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$427,025

Expenses$294,390

Net Income$132,635

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Aug 1, 2014
Return Version: 2013v3.0

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ELLEN R COHEN	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 04-6955867
Phone: 6179698799

Signing Officer

Name: Ellen R Cohen
Title: Trustee
Phone: 6179698799
Signed: 2014-08-01
Discuss with paid preparer: Yes

Preparer

Preparer: Theodore S Samet CPA
Phone: 6177311222

Raw XML Appendix345 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	BRAVER P.C.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1000
DistributionFromCorpusElection/ElectionDesc	0	PURSUANT TO REGULATION SECTION 53.4942(A)-3(D)(2), THE ELLEN R. COHEN CHARITABLE TRUST HEREBY ELECTS TO TREAT $22,191 OF QUALIFYING DISTRIBUTIONS MADE DURING THE FISCAL YEAR ENDING DECEMBER 31, 2012 AS BEING MADE OUT OF CORPUS.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	02114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	02155
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	250000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	243712
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	243712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	10373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	129786
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	11818
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	11818
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	147604
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	7445
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	10373
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	129786
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	251157
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	7445
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	159422
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	151977
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	ELLEN COHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	34 MONADNOCK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	NEWTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	02467
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	6570
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	0	1913
OtherDecreasesSchedule/OtherDecreasesDetail/Amount	1	4980
OtherDecreasesSchedule/OtherDecreasesDetail/Description	0	PARTNERSHIP CASH DISTRIBUTIONS (ENTERPRISE PARTNERS
OtherDecreasesSchedule/OtherDecreasesDetail/Description	1	PARTNERSHIP ORDINARY BUSINESS LOSS (ENTERPRISE PRODUCTS)
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	ORDINARY LOSS FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	NONDEDUCTIBLE EXPENSES PER K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	87
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	32340
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	339
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	4830
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	32340
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	339
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	4830
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	3
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	87
TaxesSchedule/TaxesDetail/Amt	0	4500
TaxesSchedule/TaxesDetail/Amt	1	70
TaxesSchedule/TaxesDetail/Amt	2	221
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	MA FORM PC FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	70
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	221
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ELLEN R COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6179698799
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	ELLEN R COHEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	COHE
ReturnHeader/Filer/EIN	0	046955867
ReturnHeader/Filer/PhoneNum	0	6179698799
ReturnHeader/Filer/USAddress/AddressLine1	0	34 MONADNOCK ROAD
ReturnHeader/Filer/USAddress/City	0	NEWTON
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	02467
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	042894325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	SAMET & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1330 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	CHESTNUT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	024672111
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6177311222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	THEODORE S SAMET CPA
ReturnHeader/ReturnTs	0	2014-08-04T08:46:48-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $4,298,651
Liabilities: $0
Net assets: $4,298,651
Revenue: $427,025
Expenses: $294,390
Net income: $132,635

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.89	$0.00	$2.89	$0.34	$0.58	$0.25
2023Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00		$0.17	$0.42	$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.39	$0.00	$3.39	$0.44	$0.40	$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.35	$0.00	$3.35	$0.17	$0.38	$0.21
2020Detailed filing. Detailed filing data is available for this year.	$3.56	$0.00	$3.56	$0.23	$0.39	$0.16
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.72	$0.00	$3.72	$0.38	$0.34	$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.68	$0.00	$3.68	$0.37	$0.34	$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.65	$0.00	$3.65	$0.17	$0.44	$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.92	$0.00	$3.92	$0.11	$0.29	$0.18
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$4.10	$0.00	$4.10	$0.32	$0.31	$0.01
2014Detailed filing. Detailed filing data is available for this year.	$4.09	$0.00	$4.09	$0.13	$0.34	$0.21
2013Detailed filing. Detailed filing data is available for this year.	$4.30	$0.00	$4.30	$0.43	$0.29	$0.13
2012Detailed filing. Detailed filing data is available for this year.	$4.17	$0.00	$4.17		$0.29
2011Detailed filing. Detailed filing data is available for this year.	$4.26	$0.00	$4.26		$0.41
2010Detailed filing. Detailed filing data is available for this year.	$4.51	$0.00	$4.51		$0.19