Cohen Family Foundation Inc

Carmel, IN
Tax-exempt since Jan. 1997
EIN: 35-2003440

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) 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.

Revenue

$836k (2024)

Expenses

$629k (2024)

Total Assets

$4.52M (2024)

Total Liabilities

$0 (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

Revenue

$836,147

Expenses

$629,048

Net Income

$207,099

Net Assets

$4,522,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$105,000	12.6%
Interest Revenue	$28,163	3.4%
Dividends	$230,367	27.6%
Sales of Assets	$474,685	56.8%
Other Income	-$2,068

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$595,159	94.6%
Compensation of Officers*	$165,833	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,522,585
Total Liabilities	$0
Net Assets	$4,522,585

Compensation

Key Employees and Officers	Compensation	Other
Lauren Edmundson (Manager)	$85,000	$0
Nathan Cohen (Vp/Investments)	$80,833	$0
Alan H Cohen (President/Treasurer)	$0	$0
Linda M Cohen (Vp/Secretary)	$0	$0
David I Klapper (Director)	$0	$0

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990-PF

Filed on Aug. 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$343,392

Expenses

$525,626

Net Income

-$182,234

Net Assets

$4,327,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$112,544	32.8%
Interest Revenue	$28,697	8.4%
Dividends	$234,293	68.2%
Sales of Assets	-$28,269
Other Income	-$3,873

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$486,446	92.5%
Compensation of Officers*	$120,000	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,327,192
Total Liabilities	$0
Net Assets	$4,327,192

Compensation

Key Employees and Officers	Compensation	Other
Lauren Edmundson (Manager)	$60,000	$0
Nathan Cohen (Vp/Investments)	$60,000	$0
Alan H Cohen (President/Treasurer)	$0	$0
Linda M Cohen (Vp/Secretary)	$0	$0
David I Klapper (Director)	$0	$0

+ View more people

990-PF

Filed on Aug. 28, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Revenue

$351,229

Expenses

$524,752

Net Income

-$173,523

Net Assets

$4,514,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	28.5%
Interest Revenue	$7,475	2.1%
Dividends	$227,899	64.9%
Sales of Assets	-$6,493
Other Income	$22,348	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$490,610	93.5%
Compensation of Officers*	$120,000	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,514,755
Total Liabilities	$0
Net Assets	$4,514,755

Compensation

Key Employees and Officers	Compensation	Other
Lauren Edmundson (Manager)	$60,000	$0
Nathan Cohen (Vp/Investments)	$60,000	$0
Alan H Cohen (President/Treasurer)	$0	$0
Linda M Cohen (Vp/Secretary)	$0	$0
David I Klapper (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$434,618

Expenses

$348,136

Net Income

$86,482

Net Assets

$4,699,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,000	28.8%
Interest Revenue	$7,526	1.7%
Dividends	$197,508	45.4%
Sales of Assets	$109,095	25.1%
Other Income	-$4,511

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$315,308	90.6%
Compensation of Officers*	$120,000	34.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,699,081
Total Liabilities	$0
Net Assets	$4,699,081

Compensation

Key Employees and Officers	Compensation	Other
Lauren Edmundson (Manager)	$60,000	$0
Nathan Cohen (Vp/Investments)	$60,000	$0
Alan H Cohen (President/Treasurer)	$0	$0
Linda M Cohen (Vp/Secretary)	$0	$0
David I Klapper (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$214,671

Expenses

$446,065

Net Income

-$231,394

Net Assets

$4,623,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,066	5.2%
Dividends	$181,182	84.4%
Sales of Assets	$39,644	18.5%
Other Income	-$17,221

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$413,056	92.6%
Compensation of Officers*	$120,000	26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,648,893
Total Liabilities	$25,000
Net Assets	$4,623,893

Compensation

Key Employees and Officers	Compensation	Other
Lauren Edmundson (Manager)	$60,000	$0
Nathan Cohen (Vp/Investments)	$60,000	$0
Alan H Cohen (President/Treasurer)	$0	$0
Linda M Cohen (Vp/Secretary)	$0	$0
David I Klapper (Director)	$0	$0

+ View more people

990-PF

Filed on Sept. 2, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$191,788

Expenses

$361,158

Net Income

-$169,370

Net Assets

$4,863,143

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	52.1%
Interest Revenue	$16,864	8.8%
Dividends	$171,754	89.6%
Sales of Assets	$0
Other Income	-$22,508

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$324,910	90.0%
Compensation of Officers*	$120,000	33.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,863,144
Total Liabilities	$1
Net Assets	$4,863,143

Compensation

Key Employees and Officers	Compensation	Other
Lauren Edmundson (Manager)	$60,000	$0
Nathan Cohen (Vp/Investments)	$60,000	$0
Alan H Cohen (President/Treasurer)	$0	$0
Linda M Cohen (Vp/Secretary)	$0	$0
David I Klapper (Director)	$0	$0

+ View more people

990-PF

Filed on May 19, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Revenue

$244,977

Expenses

$563,120

Net Income

-$318,143

Net Assets

$5,950,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$67,954	27.7%
Dividends	$170,270	69.5%
Sales of Assets	$25,844	10.5%
Other Income	-$19,091

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$515,317	91.5%
Compensation of Officers*	$120,000	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,990,926
Total Liabilities	$40,575
Net Assets	$5,950,351

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$475,312

Expenses

$588,661

Net Income

-$113,349

Net Assets

$6,256,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$82,275	17.3%
Dividends	$294,041	61.9%
Sales of Assets	$112,075	23.6%
Other Income	-$13,079

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$352,870	59.9%
Compensation of Officers*	$180,000	30.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,268,145
Total Liabilities	$12,000
Net Assets	$6,256,145

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$443,328

Expenses

$490,803

Net Income

-$47,475

Net Assets

$6,361,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$131,177	29.6%
Dividends	$150,903	34.0%
Sales of Assets	$182,183	41.1%
Other Income	-$20,935

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$334,045	68.1%
Compensation of Officers*	$120,000	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,524,975
Total Liabilities	$163,500
Net Assets	$6,361,475

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$445,968

Expenses

$502,031

Net Income

-$56,063

Net Assets

$6,408,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$168,096	37.7%
Dividends	$118,872	26.7%
Sales of Assets	$165,980	37.2%
Other Income	-$6,980

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$331,440	66.0%
Compensation of Officers*	$120,000	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,408,553
Total Liabilities	$0
Net Assets	$6,408,553

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$363,160

Expenses

$474,773

Net Income

-$111,613

Net Assets

$6,450,875

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$219,171	60.4%
Dividends	$84,959	23.4%
Sales of Assets	$59,030	16.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$337,640	71.1%
Compensation of Officers*	$120,000	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,450,875
Total Liabilities	$0
Net Assets	$6,450,875

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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

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Updated March 23, 2026

Cohen Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $836k (2024)

Expenses $629k (2024)

Total Assets $4.52M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$836k (2024)

Expenses

$629k (2024)

Total Assets

$4.52M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001