Stephen J Cohen Private Asset Management Foundation
Only null% goes to programs Strong reserves Growing revenue
Stephen J Cohen Private Asset Management Foundation is a 501(c)(3) organization based in San Diego, California, registered in 1997, with $4,313,135 in FY2025 revenue. CharityIndex grades it C+.
5348 Carroll Canyon Rd Ste 200, San Diego, CA, 92121 EIN 33-0766760 Since 1997
Revenue (FY2025)
$4.3M
▲ 36922.6% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$34K
Net assets
$4.3M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Stephen J Cohen Private Asset Management Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating1524 mo reserves · +99% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Stephen J Cohen Private Asset Management Foundation: 1524 mo reserves · +99% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Stephen J Cohen Private Asset Management Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Stephen J Cohen Private Asset Management Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 5348 Carroll Canyon Rd Ste 200, San Diego, CA, 92121
- City
- San Diego
- State
- California
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $62K (FY2013) to $4.3M (FY2025) across 13 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $4.3M
Operating margin
99.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$4.3M
Total liabilities
$0
Net assets
$4.3M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $4,313,135▲36923% | $34,119▲57.2% | $4,334,133▲7764% | $4,334,133▲7764% | 990PF |
| 2024 | $11,650▲35.2% | $21,706▼0.5% | $55,117▼15.4% | $55,117▼15.4% | 990PF |
| 2023 | $8,617▲973% | $21,811▲5.8% | $65,173▼16.8% | $65,173▼16.8% | 990PF |
| 2022 | $803▼44.9% | $20,613▲7.9% | $78,367▼20.2% | $78,367▼20.2% | 990PF |
| 2021 | $1,458▼59.4% | $19,104▲36.8% | $98,177▼15.2% | $98,177▼15.2% | 990PF |
| 2020 | $3,589▲22.0% | $13,962▼27.5% | $115,823▼8.3% | $115,823▼8.3% | 990PF |
| 2019 | $2,943▼78.0% | $19,255▲121% | $126,279▼11.4% | $126,279▼11.4% | 990PF |
| 2018 | $13,365▼71.7% | $8,724▼74.4% | $142,605▲3.4% | $142,605▲3.4% | 990PF |
| 2017 | $47,215▲0.7% | $34,084▼33.2% | $137,964▲10.5% | $137,964▲10.5% | 990PF |
| 2016 | $46,868▼39.7% | $51,029▼20.9% | $124,833▼3.2% | $124,833▼3.2% | 990PF |
| 2015 | $77,789▼14.1% | $64,512▼2.4% | $128,994▲11.5% | $128,994▲11.5% | 990PF |
| 2014 | $90,604▲46.2% | $66,076▲2.6% | $115,717▲26.9% | $115,717▲26.9% | 990PF |
| 2013 | $61,960 | $64,409▲51.4% | $91,189▼2.6% | $91,189▼2.6% | 990PF |
| 2012 | — | $42,534▲50.1% | $93,638▲29.3% | $93,638▲29.3% | 990PF |
| 2011 | — | $28,334 | $72,410 | $72,410 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Stephen J Cohen Private Asset Management Foundation a legitimate nonprofit?
- Yes. Stephen J Cohen Private Asset Management Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 33-0766760, based in San Diego, California. Donations are tax-deductible.
- What is Stephen J Cohen Private Asset Management Foundation's EIN?
- Stephen J Cohen Private Asset Management Foundation's Employer Identification Number (EIN) is 33-0766760.
- How much revenue does Stephen J Cohen Private Asset Management Foundation report?
- Stephen J Cohen Private Asset Management Foundation reported $4,313,135 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does Stephen J Cohen Private Asset Management Foundation have?
- CharityIndex grades Stephen J Cohen Private Asset Management Foundation C+, based on financial health (reserves and operating margin).
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Data for Stephen J Cohen Private Asset Management Foundation (EIN 33-0766760) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.