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Barton P Cohen And Mary Davidson Cohen Charitable Fund Part One

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$628k (2024)

Expenses
$461k (2024)

Total Assets
$8.84M (2024)

Total Liabilities
$123k (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$627,704
Expenses
$461,399
Net Income
$166,305
Net Assets
$8,717,993
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $108,843
17.3%
Dividends $169,249
27.0%
Sales of Assets $309,062
49.2%
Other Income $40,550
6.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $330,054
71.5%
Compensation of Officers* $97,396
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,840,729
Total Liabilities $122,736
Net Assets $8,717,993
Compensation
Key Employees and Officers Compensation Other
Midwest Trust Company (Co Trustee) $97,396 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$375,558
Expenses
$631,404
Net Income
-$255,846
Net Assets
$8,539,011
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $59,835
15.9%
Dividends $220,551
58.7%
Sales of Assets $49,500
13.2%
Other Income $45,672
12.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $517,536
82.0%
Compensation of Officers* $88,812
14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,626,562
Total Liabilities $87,551
Net Assets $8,539,011
Compensation
Key Employees and Officers Compensation Other
Midwest Trust Compnay (Co Trustee) $88,812 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,036,319
Expenses
$873,125
Net Income
$163,194
Net Assets
$8,790,838
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $638,106
61.6%
Interest Revenue $56,623
5.5%
Dividends $189,502
18.3%
Sales of Assets $114,512
11.0%
Other Income $37,576
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $745,345
85.4%
Compensation of Officers* $95,328
10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,904,574
Total Liabilities $113,736
Net Assets $8,790,838
Compensation
Key Employees and Officers Compensation Other
Midwest Trust Compnay (Co Trustee) $89,494 $0
Estate Of Mary Davidson (Trustee) $5,834 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$911,035
Expenses
$768,056
Net Income
$142,979
Net Assets
$8,850,602
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $63,843
7.0%
Dividends $253,524
27.8%
Sales of Assets $569,717
62.5%
Other Income $23,951
2.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $639,814
83.3%
Compensation of Officers* $171,367
22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,981,496
Total Liabilities $130,894
Net Assets $8,850,602
Compensation
Key Employees and Officers Compensation Other
Mary Davidson (Trustee) $0 $0
Midwest Trust Compnay (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$460,066
Expenses
$730,595
Net Income
-$270,529
Net Assets
$8,708,130
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $70,678
15.4%
Dividends $159,839
34.7%
Sales of Assets $197,010
42.8%
Other Income $32,539
7.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $619,996
84.9%
Compensation of Officers* $151,961
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,842,496
Total Liabilities $134,366
Net Assets $8,708,130
Compensation
Key Employees and Officers Compensation Other
Midwest Trust Compnay (Co Trustee) $81,953 $0
Mary Davidson (Trustee) $70,008 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$415,898
Expenses
$726,627
Net Income
-$310,729
Net Assets
$8,976,152
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $73,455
17.7%
Dividends $190,722
45.9%
Sales of Assets $128,836
31.0%
Other Income $22,885
5.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $597,874
82.3%
Compensation of Officers* $181,547
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,122,393
Total Liabilities $146,241
Net Assets $8,976,152
Compensation
Key Employees and Officers Compensation Other
Mary Davidson (Trustee) $97,647 $0
Midwest Trust Compnay (Co Trustee) $83,900 $0

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$992,542
Expenses
$765,640
Net Income
$226,902
Net Assets
$9,842,729
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $79,441
8.0%
Dividends $173,237
17.5%
Sales of Assets $741,945
74.8%
Other Income -$2,081
Notable Expenses Percent of Total Expenses
Charitable Disbursements $641,547
83.8%
Compensation of Officers* $150,946
19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,876,358
Total Liabilities $33,629
Net Assets $9,842,729

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$805,791
Expenses
$746,014
Net Income
$59,777
Net Assets
$9,608,525
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $92,060
11.4%
Dividends $191,643
23.8%
Sales of Assets $519,867
64.5%
Other Income $2,221
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $641,290
86.0%
Compensation of Officers* $142,825
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,624,820
Total Liabilities $16,295
Net Assets $9,608,525

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$717,238
Expenses
$702,384
Net Income
$14,854
Net Assets
$9,552,625
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $92,213
12.9%
Dividends $176,577
24.6%
Sales of Assets $456,454
63.6%
Other Income -$8,006
Notable Expenses Percent of Total Expenses
Charitable Disbursements $603,281
85.9%
Compensation of Officers* $154,220
22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,552,625
Total Liabilities $0
Net Assets $9,552,625

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$429,306
Expenses
$680,574
Net Income
-$251,268
Net Assets
$9,545,880
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $215
0.1%
Interest Revenue $135,861
31.6%
Dividends $153,062
35.7%
Sales of Assets $161,343
37.6%
Other Income -$21,175
Notable Expenses Percent of Total Expenses
Charitable Disbursements $575,413
84.5%
Compensation of Officers* $143,551
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,545,880
Total Liabilities $0
Net Assets $9,545,880

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$428,785
Expenses
$743,629
Net Income
-$314,844
Net Assets
$9,799,638
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,226
0.3%
Interest Revenue $129,255
30.1%
Dividends $155,781
36.3%
Sales of Assets $155,631
36.3%
Other Income -$13,108
Notable Expenses Percent of Total Expenses
Charitable Disbursements $637,104
85.7%
Compensation of Officers* $165,501
22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,799,638
Total Liabilities $0
Net Assets $9,799,638

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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