COX FAMILY FUND: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
COX FAMILY FUND (EIN 41-1570849)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-28
IRS object ID
202443029349100609
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-28T10:13:26-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411540027PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sherburne & Dahl LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1275 Market Street Suite 274AAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411570849EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COX FAMILY FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOXFBusinessNameControlTxt
Phone6123384345PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1275 Market Street Suite 274AAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid CoxPersonNm
Person TitlePresidentPersonTitleTxt
Phone6123384345PhoneNum
Signature2024-10-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKristopher DahlPreparerPersonNm
PTINP00165758PTIN
Phone6123383255PhoneNum
Preparation2024-10-22PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,420,110FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$61,187ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$39,674InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39,674InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,445DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,445DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,804NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,738,781GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,804CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$128,110TotalRevAndExpnssAmt
Total Net Invst Incm$66,923TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$1,328OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,328OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$90OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$90OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,443TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,328TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$115TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$227,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$227,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$229,143TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,328TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$227,815TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$101,033ExcessRevenueOverExpensesAmt
Net Investment Income$65,595NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$302,795CashBOYAmt
Cash EOY$124,752CashEOYAmt
Cash EOYFMV$124,752CashEOYFMVAmt
Corporate Stock BOY$941,264CorporateStockBOYAmt
Corporate Stock EOY$847,574CorporateStockEOYAmt
Corporate Stock EOYFMV$1,061,538CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,045,824CorporateBondsBOYAmt
Corporate Bonds EOY$2,269,234CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,233,820CorporateBondsEOYFMVAmt
Total Assets BOY$3,289,883TotalAssetsBOYAmt
Total Assets EOY$3,241,560TotalAssetsEOYAmt
Total Assets EOYFMV$3,420,110TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$2,814,847AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$2,876,034AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$475,036RetainedEarningBOYAmt
Retained Earning EOY$365,526RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,289,883TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,241,560TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,289,883TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,241,560TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,289,883TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$101,033ExcessRevenueOverExpensesAmt
Other Increases$87,710OtherIncreasesAmt
Subtotal$3,276,560SubtotalAmt
Other Decreases$35,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,241,560TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FNZ Trust Company ST Covered SalesP2023-01-012023-12-31$1,216,040$1,248,212-$32,172-$32,172
FNZ Trust Company LT Covered SalesP2022-01-012022-12-31$522,741$487,765$34,976$34,976
FieldValueIRS element (for citing)
Capital Gain Net Income$2,804CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$32,172NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$912InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$912SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$912TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,185EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,185TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,273OverpaymentAmt
Applied To ES Tax$1,273AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKristopher DahlIndividualWithBooksNm
Phone6123384345PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1275 MARKET STREET SUITE 274AAddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55405ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID C COX
1200 CALIFORNIA ST - 22CSAN FRANCISCOCA94109PRES/TREAS0.00$0$0$0
VICKI B COX
1200 CALIFORNIA ST -22CSAN FRANCISCOCA94109VP/SECY0.00$0$0$0
BRIAN B COX
1696 31ST STREET NWWASHINGTONDC20007DIRECTOR0.00$0$0$0
CARSON B COX
491 THROCKMORTONMILL VALLEYCA94941DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,125,277AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$241,553AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,366,830TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,366,830AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,502CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,316,328NetVlNoncharitableAssetsAmt
Minimum Investment Return$165,816MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$165,816MinimumInvestmentReturnAmt
Tax Based On Investment Income$912TaxBasedOnInvestmentIncomeAmt
Total Tax$912TotalTaxAmt
Distributable Before Adj$164,904DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$164,904DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$164,904DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$227,815ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$227,815QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$164,904DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$171,194ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$148,880ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$287,929ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$179,788ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$159,975ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$947,766TotalExcessDistributionCyovAmt
Qualifying Distributions$227,815QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$164,904AppliedToCurrentYearAmt
Remaining Distri From Corpus$62,911RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,010,677TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$171,194ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$839,483ExcessDistriCyovToNextYrAmt
Excess From Year4$148,880ExcessFromYear4Amt
Excess From Year3$287,929ExcessFromYear3Amt
Excess From Year2$179,788ExcessFromYear2Amt
Excess From Year1$159,975ExcessFromYear1Amt
Excess From Current Year$62,911ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID C COXContributingManagerNm
Contributing ManagerVICKI B COXContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BERKELEY REPERTORY THEATER
999 HARRISON STREETBERKELEYCA94710PCCIVIC$15,000
EAC INC
50 CLINTON STREET SUITE 107HEMPSTEADNY11550PCHUMANITARIAN$2,500
EARTHJUSTICE
50 California Street Suite 500SAN FRANCISCOCA94111PCENVIRONMENTAL$1,000
ENVIRONMENTAL INVESTIGATION AGENCY
PO BOX 53343WASHINGTONDC20009PCENVIRONMENTAL$35,399
GUTHRIE THEATER FOUNDATION
818 South 2nd StreetMINNEAPOLISMN55415PCCIVIC$2,000
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110PCARTS$500
MEDIA MATTERS
PO Box 52155WASHINGTONDC20091PCSOCIAL VALUES AND EDUCATION$7,500
PLANNED PARENTHOOD
123 WILLIAM STREET 10 FLNEW YORKNY10038PCHUMANITARIAN$5,000
SAN FRANCISCO BALLET
455 FRANKLIN STREETSAN FRANCISCOCA94102PCARTS$50,370
SAN FRANCISCO SYMPHONY
Davies Symphony HallSAN FRANCISCOCA94102PCGENERAL OPERATING$15,000
STANFORD UNIVERSITY
450 Serra MallSTANFORDCA94305PCEDUCATIONAL$5,002
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305PCEDUCATIONAL$52,205
SUSTAINABLE CONSERVATION
98 Battery StreetSAN FRANCISCOCA94111PCENVIRONMENTAL$10,000
TRUST FOR WOMEN FOUNDATION
5107 E KELLOGG AVENUEWICHITAKS67218PCUNRESTRICTED$5,000
WEST MARIN FUND
PO Box 1496POINT REYES STATIONCA94956PCENVIRONMENTAL$1,000
WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800WASHINGTONDC20002PCENVIRONMENTAL$20,224
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$227,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,674ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24,445ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,804ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$66,923ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$66,923TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDAVID and VICKI COXContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11200 CALIFORNIA ST APT 22CAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Total Contributions$61,187TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORIENTBondNm
EOY Book Value$2,269,234EOYBookValueAmt
EOYFMV$2,233,820EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORIENTStockNm
EOY Book Value$847,574EOYBookValueAmt
EOYFMV$1,061,538EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPrior year internet theftDesc
Amt$35,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$90RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$90DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescAppreciation of securities donated to charities in excess of cost basisDesc
Amt$87,710Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryRH BLUESTEIN CUSTODY FEECategoryTxt
Amt$1,328Amt
Net Investment Income$1,328NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryMN ANNUAL FEECategoryTxt
Amt$25Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt

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