Philip and Cecile Cogan Foundation Inc

Private foundation · Grantmaker Waban, MA EIN: 22-2737298

Philip and Cecile Cogan Foundation Inc is a private foundation, based in Waban, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $216K in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $11K.

Key facts about Philip and Cecile Cogan Foundation Inc

In short: Philip and Cecile Cogan Foundation Inc gave $10K across 1 grant in 2025 (avg $10K), mostly in New York. Source: 2025 IRS Form 990-PF.

EIN
22-2737298
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$10,000
Grants made (2025)
1
Average grant
$10,000
Median grant
$10,000
Total assets
$215,661
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

$216K

-1.1% YoY

Annual Giving

$10K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$10K

+0.0% YoY

Under IRS private-foundation payout rules, Philip and Cecile Cogan Foundation Inc reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.

How Philip and Cecile Cogan Foundation Inc gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 131% 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 the 2025 grant dollars on its one itemized grant.

States

Cities

New York

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $10K (2020) to $10K (2025). In 2025 it made 1 grant totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Ort America: $10KOrt America$10K

The largest 2025 recipient was Ort America ($10K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Ort America New York, NYYouth Education and Training$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$215,661$218,088$217,324
Revenue$11,922$14,423$14,677
Expenses$14,349$13,659$13,591
Qualifying Distributions$13,437$12,975$12,975
Net Investment Income$11,010$13,739$14,061
Distributable Amount$10,271$10,560$10,638

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)

Leadership & Key People

Officers and directors from IRS filings

Philip and Cecile Cogan Foundation Inc is led by Bertram W. Holman, President on every filing since 2020; all 4 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Bertram W. Holman

    President

    On filings since 2020

    0.5 hrs/week

    $500 (2020) → $500 (2025)

  • Ella S. Holman

    Treasurer

    On filings since 2020

    0.5 hrs/week

    $500 (2020) → $500 (2025)

  • Mollie Jo Holman

    Vice President

    On filings since 2020

    0.5 hrs/week

    $500 (2020) → $500 (2025)

  • Randy Sue Foster

    Secretary

    On filings since 2020

    0.5 hrs/week

    $500 (2020) → $500 (2025)

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.

Compensation Overview

From 2025 IRS filing

Bertram W Holman — President: $500Bertram W HolmanPresident$500Mollie Jo Holman — Vice-President: $500Mollie Jo HolmanVice-President$500Ella S Holman — Treasurer: $500Ella S HolmanTreasurer$500Randy Sue Foster — Secretary: $500Randy Sue FosterSecretary$500

The highest reported compensation on the 2025 filing was $500, to Bertram W Holman (President). 4 officers or directors reported compensation on that filing.

Frequently asked questions about Philip and Cecile Cogan Foundation Inc

How much does Philip and Cecile Cogan Foundation Inc give each year?

Philip and Cecile Cogan Foundation Inc gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.

How large is Philip and Cecile Cogan Foundation Inc?

Philip and Cecile Cogan Foundation Inc reported $216K in total assets on its 2025 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).

Where does Philip and Cecile Cogan Foundation Inc operate?

Philip and Cecile Cogan Foundation Inc has awarded grants in New York.

What is Philip and Cecile Cogan Foundation Inc's EIN?

Philip and Cecile Cogan Foundation Inc's EIN (Employer Identification Number) is 22-2737298. 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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