COX FAMILY FUND: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
COX FAMILY FUND (EIN 41-1570849)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202211319349105556
Schema version
2021v4.2
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)
Return2022-05-11T15:10:07-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDavidPersonFirstNm
Person LastCoxPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKristopher DahlPreparerPersonNm
PTINP00165758PTIN
Phone6123383255PhoneNum
Preparation2022-05-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,108,751FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$80,784ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$24,789InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24,789InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,618DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,618DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$171,955NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,618,872GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$171,955CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$301,146TotalRevAndExpnssAmt
Total Net Invst Incm$220,362TotalNetInvstIncmAmt
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$1,602OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,602OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,129TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$96OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$96OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,827TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,602TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$96TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$378,152ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$378,152ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$383,979TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,602TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$378,248TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$82,833ExcessRevenueOverExpensesAmt
Net Investment Income$218,760NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$239,638CashBOYAmt
Cash EOY$276,305CashEOYAmt
Cash EOYFMV$276,305CashEOYFMVAmt
Corporate Stock BOY$1,390,376CorporateStockBOYAmt
Corporate Stock EOY$1,548,165CorporateStockEOYAmt
Corporate Stock EOYFMV$2,312,228CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,613,750CorporateBondsBOYAmt
Corporate Bonds EOY$1,525,594CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,520,218CorporateBondsEOYFMVAmt
Total Assets BOY$3,243,764TotalAssetsBOYAmt
Total Assets EOY$3,350,064TotalAssetsEOYAmt
Total Assets EOYFMV$4,108,751TotalAssetsEOYFMVAmt
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$2,646,234AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$2,727,018AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$597,530RetainedEarningBOYAmt
Retained Earning EOY$623,046RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,243,764TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,350,064TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,243,764TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,350,064TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,243,764TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$82,833ExcessRevenueOverExpensesAmt
Other Increases$189,133OtherIncreasesAmt
Subtotal$3,350,064SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,350,064TotNetAstOrFundBalancesEOYAmt

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 SalesP2021-01-012021-12-31$752,570$704,972$47,598$47,598
FNZ Trust Company LT Covered SalesP2020-01-012021-12-31$866,302$741,945$124,357$124,357
FieldValueIRS element (for citing)
Capital Gain Net Income$171,955CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$47,598NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,041InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,041SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,041TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,300EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,300TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$259OverpaymentAmt
Applied To ES Tax$259AppliedToESTaxAmt
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$3,590,443AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$500,943AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,091,386TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,091,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,371CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,030,015NetVlNoncharitableAssetsAmt
Minimum Investment Return$201,501MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$201,501MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,041TaxBasedOnInvestmentIncomeAmt
Total Tax$3,041TotalTaxAmt
Distributable Before Adj$198,460DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$198,460DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$198,460DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$378,248ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$378,248QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$198,460DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$216,098ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$237,683ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$171,194ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$148,880ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$287,929ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,061,784TotalExcessDistributionCyovAmt
Qualifying Distributions$378,248QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$198,460AppliedToCurrentYearAmt
Remaining Distri From Corpus$179,788RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,241,572TotalCorpusAmt
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$216,098ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,025,474ExcessDistriCyovToNextYrAmt
Excess From Year4$237,683ExcessFromYear4Amt
Excess From Year3$171,194ExcessFromYear3Amt
Excess From Year2$148,880ExcessFromYear2Amt
Excess From Year1$287,929ExcessFromYear1Amt
Excess From Current Year$179,788ExcessFromCurrentYearAmt

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 (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACLU FOUNDATION
125 Broad Street 18th FloorNEW YORKNY10004PCCIVIC$10,000
ALZHEIMER'S ASSOCIATION
225 N Michigan Avenue Floor 17CHICAGOIL60601PCHUMANITARIAN$7,500
ALZHEIMER'S DISEASE RESEARCH FUND
34 Washington ST NO 310WELLESLEY HILLSMA02481PCHUMANITARIAN$7,500
AMERICAN RIVERS
1101 14th St NW Ste 1400WASHINGTONDC20005PCGENERAL SUPPORT$5,000
BERKELEY REPERTORY THEATER
2025 Addison StreetBERKELEYCA94704PCArts$15,402
DOCTORS WITHOUT BORDERS
333 7th Avenue 2nd FloorNEW YORKNY10001PCHUMANITARIAN$1,000
EAC INC
50 CLINTON STREET SUITE 107HEMPSTEADNY11550PCHUMANITARIAN$2,500
EARTHJUSTICE
50 California Street Suite 500SAN FRANCISCOCA94111PCENVIRONMENTAL$110,688
ENVIRONMENTAL INVESTIGATION AGENCY
PO BOX 53343WASHINGTONDC20009PCENVIRONMENTAL$25,000
FINE ARTS MUSEUMS OF SAN FRANCISCO
Golden Gate Park 50 Hagiwara TeaSAN FRANCISCOCA94118PCCIVIC$5,000Garden Drive
GRACE CATHEDRAL
1100 California StreetSAN FRANCISCOCA94108PCGENERAL OPERATING$5,000
GUTHRIE THEATER FOUNDATION
818 South 2nd StreetMINNEAPOLISMN55415PCCIVIC$2,000
KQED
2601 Mariposa StreetSAN FRANCISCOCA94110PCCIVIC$1,500
MEDIA MATTERS
PO Box 52155WASHINGTONDC20091PCSOCIAL VALUES AND EDUCATION$7,500
NATIONAL CENTER FOR SCIENCE EDUCATION
230 Grand AveOAKLANDCA94610PCEDUCATIONAL$1,500
PAGE EDUCATION FOUNDATION
901 N Third StreetMINNEAPOLISMN55401PCEDUCATION$1,000
PLANNED PARENTHOOD - NORTHERN CALIFORNIA
2185 Pacheco StreetCONCORDCA94520PCSOCIAL SERVICES$5,000
PLANNED PARENTHOOD- FEDERATION OF AMERICA
434 West 33rd StNEW YORKNY10001PCAnnual Fund$25,567
SAN FRANCISCO BALLET
455 Franklin StreetSAN FRANCISCOCA94102PCARTS$50,428
SAN FRANCISCO SYMPHONY
DAVIES SYMPHONY HALLSAN FRANCISCOCA94102PCGENERAL OPERATING$15,000
STANFORD UNIVERSITY
450 Serra MallSTANFORDCA94305PCEDUCATIONAL$5,000
STANFORD UNIVERSITY
450 Serra MallSTANFORDCA94305pcEducation$25,567
SUSTAINABLE CONSERVATION
98 Battery StreetSAN FRANCISCOCA94111PCENVIRONMENTAL$10,000
THE NATURE CONSERVANCY KS
2420 NW Button RdTOPEKAKS66618PCEnvironmental$5,000
TRUST FOR WOMEN FOUNDATION
5107 E KELLOGG AVENUEWICHITAKS67218PCUNRESTRICTED$7,500
WEST MARIN FUND
PO Box 1496POINT REYES STATIONCA94956PCENVIRONMENTAL$1,000
WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800WASHINGTONDC20002PCENVIRONMENTAL$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$378,152TotalGrantOrContriPdDurYrAmt
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$24,789ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,618ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$171,955ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$220,362ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$220,362TotalIncomeProducingActyAmt

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$80,784TotalContributionsAmt
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)
BondR.H. BLUESTEIN & COBondNm
EOY Book Value$1,525,594EOYBookValueAmt
EOYFMV$1,520,218EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIES AT R.H. BLUESTEINStockNm
EOY Book Value$1,548,165EOYBookValueAmt
EOYFMV$2,312,228EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$96RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$96DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescAppreciation of securities donated to charities in excess of cost basisDesc
Amt$189,133Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryRH BLUESTEIN CUSTODY FEECategoryTxt
Amt$1,602Amt
Net Investment Income$1,602NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MN ANNUAL FEE$25$0$0$0
EXCISE TAX$4,104$0$0$0

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