Ellen R Cohen Charitable Trust

Private foundation · Grantmaker Newton, MA EIN: 04-6955867

Ellen R Cohen Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in Newton, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 3 grants totaling $483K. Net investment income was $352K.

Key facts about Ellen R Cohen Charitable Trust

In short: Ellen R Cohen Charitable Trust gave $483K across 3 grants in 2025 (avg $161K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6955867
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$483,000
Grants made (2025)
3
Average grant
$161,000
Median grant
$50,000
Total assets
$2,756,267
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.8M

-4.5% YoY

Annual Giving

$483K

-9.6% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$161K

-9.6% YoY

Under IRS private-foundation payout rules, Ellen R Cohen Charitable Trust reported a distributable amount of $340K for 2025 — the minimum it must pay out in qualifying distributions.

How Ellen R Cohen Charitable Trust gives

  • Giving grew 29% from 2022 to 2025. Method
  • In 2025 it paid out 142% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 3 itemized 2025 grant dollars.

Cities

BostonMedfordNewton

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K2 grants20192 grants20203 grants20213 grants20223 grants20233 grants20243 grants2025

From 2019 to 2025, annual grant giving ranged from $300K (2019) to $534K (2024). In 2025 it made 3 grants totaling $483K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Kenneth Schwartz Center: $400KKenneth Schwartz Center$400KTufts University: $50KTufts University$50KFamily Access of Newton: $33KFamily Access of Newton$33K

The largest 2025 recipient was Kenneth Schwartz Center ($400K). Together the top 3 received $483K.

Grant Size Distribution

15 grants across all recorded years

5<$50K5$50–100K$100–250K5$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 15 (33%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Kenneth Schwartz Center Boston, MAHealth Care$400,000
Tufts University Medford, MAHealth Care$50,000
Family Access of Newton Newton, MAEarly Learning Center$33,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2019202020212022202320242025
Metric202520242023
Total Assets$2,756,267$2,885,407$3,131,325
Revenue$393,711$336,299$167,944
Expenses$522,851$582,217$422,285
Qualifying Distributions$483,000$534,000$383,000
Net Investment Income$351,640$281,980$122,095
Distributable Amount$340,086$313,570$289,191

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 29, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS August 13, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Ellen R Cohen Charitable Trust is led by Ellen R. Cohen, Trustee on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Ellen R. Cohen

    Trustee

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Ellen R Cohen Charitable Trust

How much does Ellen R Cohen Charitable Trust give each year?

Ellen R Cohen Charitable Trust gave $483K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $534K across 3 grants.

What is Ellen R Cohen Charitable Trust's typical grant size?

Ellen R Cohen Charitable Trust's median grant in 2025 was $50,000, and its average grant was $161,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does Ellen R Cohen Charitable Trust give grants?

Ellen R Cohen Charitable Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Ellen R Cohen Charitable Trust give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Ellen R Cohen Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.

How large is Ellen R Cohen Charitable Trust?

Ellen R Cohen Charitable Trust reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $483K in qualifying distributions that year, against a required minimum of $340K (roughly 5% of its investment assets).

What is Ellen R Cohen Charitable Trust?

Ellen R Cohen Charitable Trust is a private foundation focused on Arts, Culture & Humanities, based in Newton, MA. It holds $2.8M in total assets as of 2025.

What is Ellen R Cohen Charitable Trust's EIN?

Ellen R Cohen Charitable Trust's EIN (Employer Identification Number) is 04-6955867. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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