Ellen R Cohen Charitable Trust

990PF • Fiscal year 2019 • EIN 04-6955867

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 26, 2020

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.

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

11%

Higher net margin than 64% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

1.1%

Faster asset growth than 46% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

2.9%

Faster revenue growth than 49% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

$3,719,628

Up $39,767 (+1.1%) from 2018

Net Assets

$3,719,628

Up $39,767 (+1.1%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin64th percentile

Revenue

$378,394

Up $10,825 (+2.9%) from 2018

Expenses

$338,627

Up $1,281 (+0.4%) from 2018

Net Income

$39,767

Up $9,544 (+32%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

Highlighted filing

2019

Assets$3,719,628

Liabilities$0

Net Assets$3,719,628

Open 2019 Filing

Operations Trend

Revenue Growth49th percentile

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

Highlighted filing

2019

Revenue$378,394

Expenses$338,627

Net Income$39,767

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Jun 26, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay43rd percentile

Employees

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

Filing and Contact Details

Filer

Filer Name: Ellen R Cohen Charitable Trust
EIN: 04-6955867
Phone: 6179698799
Address: 34 MONADNOCK ROAD, NEWTON, MA 02467

Signing Officer

Name: Ellen R Cohen
Title: Trustee
Phone: 6179698799
Signed: 2020-06-26
Discuss with paid preparer: Yes

Preparer

Firm: Samet & Company Pc
Address: 1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2111
Preparer: David a Marcus CPA
Phone: 6177311222

Raw XML Appendix336 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	SAMET
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	1225
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/GrantOrContributionPurposeTxt	1	HEALTH CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	KENNETH SCHWARTZ CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	TUFTS UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	205 PORTLAND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	80 GEORGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	02114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	02155
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	300000
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	259897
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	259897
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	44606
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	139970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	20764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	40998
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	40998
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	245443
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	40103
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	44606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	139970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	20764
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	300000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	40103
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	286441
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	246338
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	ELLEN COHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	34 MONADNOCK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	NEWTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	02467
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	2520
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ORDINARY LOSS FROM PTP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	33894
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	1943
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	33894
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1943
TaxesSchedule/TaxesDetail/Amt	0	70
TaxesSchedule/TaxesDetail/Amt	1	270
TaxesSchedule/TaxesDetail/CategoryTxt	0	MA FORM PC FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	270
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
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	2020-06-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ELLEN R COHEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	COHE
ReturnHeader/Filer/EIN	0	046955867
ReturnHeader/Filer/PhoneNum	0	6179698799
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	34 MONADNOCK ROAD
ReturnHeader/Filer/USAddress/CityNm	0	NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	02467
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	042894325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	SAMET & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1330 BOYLSTON STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CHESTNUT HILL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	024672111
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6177311222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID A MARCUS CPA
ReturnHeader/ReturnTs	0	2020-06-29T11:28:14-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,719,628
Liabilities: $0
Net assets: $3,719,628
Revenue: $378,394
Expenses: $338,627
Net income: $39,767

	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
2019Detailed filing. Detailed filing data is available for this year.	$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