Jerry S Cohen Memorial Charitable Trust
Jerry S Cohen Memorial Charitable Trust is a private foundation focused on Education, based in Washington, DC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $110K in total assets. In 2025, it awarded 1 grant totaling $13K. Net investment income was $19K.
Key facts about Jerry S Cohen Memorial Charitable Trust
In short: Jerry S Cohen Memorial Charitable Trust gave $13K across 1 grant in 2025 (avg $13K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 52-6868270
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $12,500
- Grants made (2025)
- 1
- Average grant
- $12,500
- Median grant
- $12,500
- Total assets
- $109,512
- Primary geography
- New York (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
$110K
+3.5% YoY
Annual Giving
$13K
+13.6% YoY
Grant Count
1
-75.0% YoY
Avg Grant Size
$13K
+354.5% YoY
Under IRS private-foundation payout rules, Jerry S Cohen Memorial Charitable Trust reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
How Jerry S Cohen Memorial Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
Share of the 2025 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $11K (2021) to $14K (2022). In 2025 it made 1 grant totaling $13K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $12,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $109,512 | $105,854 | $109,872 |
| Revenue | $19,777 | $6,627 | $6,336 |
| Expenses | $16,237 | $14,052 | $15,077 |
| Qualifying Distributions | $12,500 | $11,000 | $12,400 |
| Net Investment Income | $19,132 | $6,027 | $5,736 |
| Distributable Amount | $13,385 | $12,765 | $11,532 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
Leadership & Key People
Officers and directors from IRS filings
Jerry S Cohen Memorial Charitable Trust's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Daniel Cohen
Trustee
On filings since 2022
No compensation reported
Daniel Gustafson
Trustee
On filings since 2022
No compensation reported
Daniel Silverman
Trustee
On filings since 2022
No compensation reported
Daniel Small
Trustee
On filings since 2022
No compensation reported
Howard Sedran
Trustee
On filings since 2022
No compensation reported
Former officers (6)
- Former: H. Laddie Montague (2022) — Trustee
- Former: Arthur M. Kaplan (2020–2021) — Trustee
- Former: Jonathan W. Cuneo (2020–2021) — Trustee
- Former: Laddie Montague Jr. (2020–2021) — Trustee
- Former: Vance K. Opperman (2020–2021) — Trustee
- Former: Herbert E. Milstein (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 Jerry S Cohen Memorial Charitable Trust
How much does Jerry S Cohen Memorial Charitable Trust give each year?
Jerry S Cohen Memorial Charitable Trust gave $13K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 4 grants.
How large is Jerry S Cohen Memorial Charitable Trust?
Jerry S Cohen Memorial Charitable Trust reported $110K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Jerry S Cohen Memorial Charitable Trust?
Jerry S Cohen Memorial Charitable Trust is a private foundation focused on Education, based in Washington, DC. It holds $110K in total assets as of 2025.
Where does Jerry S Cohen Memorial Charitable Trust operate?
Jerry S Cohen Memorial Charitable Trust has awarded grants in California, Connecticut, District of Columbia, Massachusetts, Maryland, New York.
What is Jerry S Cohen Memorial Charitable Trust's EIN?
Jerry S Cohen Memorial Charitable Trust's EIN (Employer Identification Number) is 52-6868270. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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