Cozen Oconnor Foundation Inc
Donations deductibleRevenue
$2.7m
year to 31 December 2024
Expenses
$2.3m
year to 31 December 2024
Total assets
$2.9m
$0 liabilities
Net assets
$2.9m
assets less liabilities
Directors and trustees
3
7.1 years on average
Staff
0
employees, year to 31 December 2024
Chair observed
≥5 yrs
Michael Heller
Left since last filing
0
no seats appear to have opened
Cozen Oconnor Foundation Inc's network
3 people5 organisationsi3 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (3). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
3 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 3 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Michael Heller Chair | Chairman | 2019 | 7 yrs |
| David W Ellman | Treasurer | 2020 | 6 yrs |
| Vincent McGuinness | President and Vice Chairman | 2019 | 7 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
3 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| David W Ellman | Treasurer | 2019 |
| Ingrid Welch | Company secretary | since 2022 |
| Sandra A Bloch | Company secretary | since 2019 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| David W Ellman | Treasurer | 1 | $0 | ||
| Vincent McGuinness | President and Vice Chairman | 1 | $0 | ||
| Michael Heller | Chairman | 1 | $0 | ||
| Ingrid Welch | Secretary | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Cozen Oconnor Foundation Inc
- EIN
- 200074096
- Address
- 1650 Market St Ste 2800, Philadelphia, PA, 19103-7325
- State
- Pennsylvania
- Mission
- ORGANIZED PRINCIPALLY TO MAKE GRANTS AND PROVIDE FINANCIAL SUPPORT TO OTHER CHARITABLE ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER 501(c)(3). (as filed on the Form 990)
- Activity (NTEE)
- T30 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 6 (IRS master file code)
- Formed
- 2003
- Principal officer
- Michael Heller (as named on the Form 990)
- IRS ruling date
- 1 September 2003
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsMichael Heller
≥7years on the filingsVincent McGuinness
≥6years on the filingsDavid W Ellman
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $2.9m
- Total liabilities
- $0
- Net assets or fund balances
- $2.9m
- Contributions and grants received
- $2.7m
- Program service revenue
- $0
- Grants and similar paid out
- $2.3m
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $2.7m | $2.3m | $443k |
As filed on the IRS Form 990. US dollars.
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Villanova University Charles Widger School of Law | Charitable contribution - unrestriced to support non-profits mission. | $303k |
| National Museum of American Jewish History | Charitable contribution - unrestriced to support non-profits mission. | $50k |
| National September 11 Memorial & Museum | Charitable contribution - unrestriced to support non-profits mission. | $50k |
| Samuel D Cozen Memorial Fund | Charitable contribution - unrestriced to support non-profits mission. | $40k |
| Philadelphia Union Foundation | Charitable contribution - unrestriced to support non-profits mission. | $35k |
| American Heart Association | Charitable contribution - unrestriced to support non-profits mission. | $30k |
| American Jewish Committee | Charitable contribution - unrestriced to support non-profits mission. | $30k |
| Champions of the Community | Charitable contribution - unrestriced to support non-profits mission. | $30k |
| Lawyers' Committee for Civil Rights Under Law | Charitable contribution - unrestriced to support non-profits mission. | $30k |
| Posse Foundation | Charitable contribution - unrestriced to support non-profits mission. | $30k |
| Anti-Defamation League | Charitable contribution - unrestriced to support non-profits mission. | $27k |
| Access Justice Brooklyn | Charitable contribution - unrestriced to support non-profits mission. | $25k |
| Jewish National Fund | Charitable contribution - unrestriced to support non-profits mission. | $25k |
| Philadelphia Bar Foundation | Charitable contribution - unrestriced to support non-profits mission. | $25k |
| Presbyterian Senior Living | Charitable contribution - unrestriced to support non-profits mission. | $25k |
| The Teen Project | Charitable contribution - unrestriced to support non-profits mission. | $25k |
| USC Shoah Foundation | Charitable contribution - unrestriced to support non-profits mission. | $25k |
| The First Tee of Greater Philadelphia | Charitable contribution - unrestriced to support non-profits mission. | $23k |
| March of Dimes | Charitable contribution - unrestriced to support non-profits mission. | $23k |
| American Cancer Society | Charitable contribution - unrestriced to support non-profits mission. | $21k |
| American Conservatory Theatre Foundation | Charitable contribution - unrestriced to support non-profits mission. | $20k |
| CHOP Foundation | Charitable contribution - unrestriced to support non-profits mission. | $20k |
| Kimmel Center Inc | Charitable contribution - unrestriced to support non-profits mission. | $20k |
| Trustees of the University of Pennsylvania | Charitable contribution - unrestriced to support non-profits mission. | $20k |
| Temple University | Charitable contribution - unrestriced to support non-profits mission. | $18k |