CAMILLA CARTER COX AND CARTER COX JR CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: CAMILLA CARTER COX AND CARTER COX JR CHARITABLE TR (EIN 58-6469140)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-07-22
IRS object ID: 202442049349100309
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-07-22T08:59:48-07:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	721438215	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Cameron Hines & Company APAC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 2474	AddressLine1Txt
City	West Monroe	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	71294	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	586469140	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CAMILLA CARTER COX AND CARTER COX JR	BusinessNameLine1Txt
Business Name Line2	CHARITABLE TRUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CAMI	BusinessNameControlTxt
Phone	3182817330	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6506 OLD MONROE RD	AddressLine1Txt
City	BASTROP	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	71220	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID CARTER COX	PersonNm
Person Title	OFFICER	PersonTitleTxt
Signature	2024-07-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	DAVID CARTER	PersonFirstNm
Person Last	COX	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN D CAMERON CPA	PreparerPersonNm
PTIN	P00029739	PTIN
Phone	3183231717	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$7,058,169	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$474,916	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$2,430	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,430	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$2,430	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$89,166	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$89,166	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$89,166	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$102,313	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$5,674,346	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$106,305	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$48,878	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$717,703	TotalRevAndExpnssAmt
Total Net Invst Incm	$197,901	TotalNetInvstIncmAmt
Total Adj Net Incm	$91,596	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$3,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,000	AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss	$4,458	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,458	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$52,975	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$52,975	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$60,433	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$60,433	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$310,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$310,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$370,433	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$60,433	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$310,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$347,270	ExcessRevenueOverExpensesAmt
Net Investment Income	$137,468	NetInvestmentIncomeAmt
Adjusted Net Income	$91,596	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$479,544	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$343,186	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$343,186	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$2,630,275	CorporateStockBOYAmt
Corporate Stock EOY	$2,755,765	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,781,054	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,955,402	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,663,032	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,782,965	CorporateBondsEOYFMVAmt
Other Investments BOY	$420,546	OtherInvestmentsBOYAmt
Other Investments EOY	$1,075,046	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,150,964	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$5,485,767	TotalAssetsBOYAmt
Total Assets EOY	$5,837,029	TotalAssetsEOYAmt
Total Assets EOYFMV	$7,058,169	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$5,485,767	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$5,837,029	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,485,767	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,837,029	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,485,767	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,837,029	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,485,767	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$347,270	ExcessRevenueOverExpensesAmt
Other Increases	$3,992	OtherIncreasesAmt
Subtotal	$5,837,029	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$5,837,029	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH - LONG TERM SALES	P	2021-12-22	2023-12-31	$1,829,131	$1,775,370	$53,761	$53,761
MERRILL LYNCH - COVERED SHORT TERM SALES	P	2023-12-31	2023-12-31	$932,755	$968,466	-$35,711	-$35,711
MERRILL LYNCH - COVERED LONG TERM	P	2017-04-17	2023-12-31	$148,391	$129,944	$18,447	$18,447
MERRILL LYNCH - COVERED SHORT TERM SALES	P	2023-12-31	2023-12-31	$2,161,034	$2,201,754	-$40,720	-$40,720
MERRILL LYNCH - NONCOVERED SHORT TERM	P	2023-12-31	2023-12-31	$10,557	$10,557
MERRILL LYNCH - COVERED LONG TERM	P	2016-01-11	2023-12-31	$592,478	$485,942	$106,536	$106,536
Wash Sale						$3,992

Field	Value	IRS element (for citing)
Capital Gain Net Income	$106,305	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$72,439	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,911	InvestmentIncomeExciseTaxAmt
Subtotal	$1,911	SubtotalAmt
Tax Based On Investment Income	$1,911	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,683	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$6,683	TotalPaymentsAndCreditsAmt
Overpayment	$4,772	OverpaymentAmt
Applied To ES Tax	$4,772	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	false	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN CAMERON CPA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3183231717	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	104 REGENCY PLACE	AddressLine1Txt
City	WEST MONROE	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	71291	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
DAVID CARTER COX
201 CANYON ROAD	WEST MONROE	LA	71291	CO-TRUSTEE	2.00	$0
MARTHA DENISE COX SILMON
1416 EBENEZER ROAD	KNOXVILLE	TN	37922	CO-TRUSTEE	10.00	$0
STEPHEN CARTER COX
6318 OLD MONROE RD	BASTROP	LA	71220	CO-TRUSTEE	10.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,060,482	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$386,783	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,447,265	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$6,447,265	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$96,709	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,350,556	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$317,528	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$317,528	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,911	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,911	TotalTaxAmt
Distributable Before Adj	$315,617	DistributableBeforeAdjAmt
Distributable Before Ded	$315,617	DistributableBeforeDedAmt
Distributable As Adjusted	$315,617	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$310,000	ExpensesAndContributionsAmt
Qualifying Distributions	$310,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$315,617	DistributableAsAdjustedAmt
Undistributed Income PY	$18,049	UndistributedIncomePYAmt
Qualifying Distributions	$310,000	QualifyingDistributionsAmt
Applied To Year1	$18,049	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$291,951	AppliedToCurrentYearAmt
Undistributed Income CY	$23,666	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LOUISIANA BAPTIST CHILDRENS HOME	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 4196	AddressLine1Txt
City	MONROE	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	71211	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Grant Or Contribution Purpose	GENERAL SUPPORT	GrantOrContributionPurposeTxt
Amt	$310,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$310,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,430	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$89,166	RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$48,878	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$102,313	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$242,787	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$242,787	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
3	ALL INCOME IS EARMARKED FOR CHARITABLE GIVING
4	ALL INCOME IS EARMARKED FOR CHARITABLE GIVING
7	ALL INCOME IS EARMARKED FOR CHARITABLE GIVING
8	ALL INCOME IS EARMARKED FOR CHARITABLE GIVING

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	CPA FEES	CategoryTxt
Amt	$3,000	Amt
Net Investment Income	$3,000	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	VARIOUS CORPORATE BONDS	BondNm
EOY Book Value	$1,663,032	EOYBookValueAmt
EOYFMV	$1,782,965	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	VARIOUS CORPORATE STOCKS	StockNm
EOY Book Value	$2,755,765	EOYBookValueAmt
EOYFMV	$3,781,054	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MUTUAL FUNDS	AT COST	$475,046	$531,146
ALTERNATIVE INVESTMENTS	AT COST	$600,000	$619,818

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
BANK FEES	$1,131	$1,131
INVESTMENT MANAGEMENT FEES	$51,844	$51,844

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	$48,878	RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	WASH SALE	Desc
Amt	$3,992	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX PAID	CategoryTxt
Amt	$4,458	Amt
Net Investment Income	$4,458	NetInvestmentIncomeAmt

CAMILLA CARTER COX AND CARTER COX JR CHARITABLE TR: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments