COX FAMILY FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COX FAMILY FUND (EIN 41-1570849)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202503159349101515
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T10:50:54-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411540027 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sherburne & Dahl Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Market Street Suite 274A | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411570849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COX FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COXF | BusinessNameControlTxt |
| Phone | 6123384345 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 Market Street Suite 274A | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Cox | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6123384345 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristopher Dahl | PreparerPersonNm |
| PTIN | P00165758 | PTIN |
| Phone | 6123383255 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,704,645 | 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 | $52,431 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $59,642 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59,642 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,953 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,953 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,890,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,804 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $163,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,399 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $98 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,387 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,443 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,301 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $124,752 | CashBOYAmt |
| Cash EOY | $111,642 | CashEOYAmt |
| Cash EOYFMV | $111,642 | CashEOYFMVAmt |
| Corporate Stock BOY | $847,574 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,129,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,558,246 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,269,234 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,013,975 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,034,757 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,241,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,255,347 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,704,645 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $2,876,034 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $2,928,465 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $365,526 | RetainedEarningBOYAmt |
| Retained Earning EOY | $326,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,241,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,255,347 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,241,560 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,255,347 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,241,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,443 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,270,003 | SubtotalAmt |
| Other Decreases | $14,656 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,255,347 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FNZ Trust Company ST Covered Sales | P | 2024-01-01 | 2024-12-31 | $493,560 | $499,630 | -$6,070 | -$6,070 |
| FNZ Trust Company LT Covered Sales | P | 2023-01-01 | 2024-12-31 | $1,136,719 | $1,109,696 | $27,023 | $27,023 |
| National Financial Svcs ST Covered Sales | P | 2024-01-01 | 2024-12-31 | $25,523 | $24,399 | $1,124 | $1,124 |
| National Financial Svcs LT Covered Sales | P | 2023-01-01 | 2024-12-31 | $234,228 | $233,512 | $716 | $716 |
| Capital Gains Dividends | P | $11 | $11 | $11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,804 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,946 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,273 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,273 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,726 | OverpaymentAmt |
| Applied To ES Tax | $1,726 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Kristopher Dahl | IndividualWithBooksNm |
| Phone | 6123384345 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MARKET STREET SUITE 274A | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRIAN B COX | ||||||||
| 5514 UPPINGHAM ST | CHEVY CHASE | MD | 20815 | VP/SECY | 0.00 | $0 | $0 | $0 |
| CARSON B COX | ||||||||
| 491 THROCKMORTON | MILL VALLEY | CA | 94941 | PRES/TREAS | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,331,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $301,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,633,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,633,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,579,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,547 | TotalTaxAmt |
| Distributable Before Adj | $177,421 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $177,421 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $177,421 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,289 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,289 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $177,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $148,880 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $287,929 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $179,788 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $159,975 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,911 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $839,483 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,289 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $42,132 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $42,132 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $797,351 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $106,748 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $690,603 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $287,929 | ExcessFromYear4Amt |
| Excess From Year3 | $179,788 | ExcessFromYear3Amt |
| Excess From Year2 | $159,975 | ExcessFromYear2Amt |
| Excess From Year1 | $62,911 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTBLUE CHARITIES INC | |||||||
| ONE BOSTON PLACE 2603 | BOSTON | MA | 02108 | PC | CHARITABLE | $2,500 | |
| ALZAR SCHOOL INC | |||||||
| PO BOX 1609 | CASCADE | ID | 83611 | PC | EDUCATIONAL | $500 | |
| AMAZON CONSERVATION ASSOCIATION | |||||||
| 1012 14TH ST NW SUITE 625 | WASHINGTON | DC | 20005 | PC | ENVIRONMENTAL | $1,500 | |
| AMERICAN RIVERS | |||||||
| 1101 14TH ST NW STE 1400 | WASHINGTON | DC | 20005 | PC | ENVIRONMENTAL | $2,000 | |
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | PC | ENVIRONMENTAL | $500 | |
| CALIFORNIA TROUT INC | |||||||
| 435 PACIFIC AVE 200 | SAN FRANCISCO | CA | 94133 | PC | ENVIRONMENTAL | $2,050 | |
| CAMP KALEIDOSCOPE | |||||||
| 1401 21ST STREET STE R | SACRAMENTO | CA | 95811 | PC | EDUCATIONAL | $590 | |
| CHOLANGIOCARCINOMA FOUNDATION | |||||||
| 5526 WEST 13400 SOUTH STE 510 | SALT LAKE CITY | UT | 84096 | PC | RESEARCH & EDUCATION | $500 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | HUMANITARIAN | $2,000 | |
| DUCKS UNLIMITED INC | |||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | PC | ENVIRONMENTAL | $500 | |
| ENVIRONMENTAL INVESTIGATION AGENCY | |||||||
| PO BOX 53343 | WASHINGTON | DC | 20009 | PC | ENVIRONMENTAL | $40,000 | |
| EXPERIENCE CAMPS | |||||||
| 136 MAIN STREET STE 206 | WESTPORT | CT | 06880 | PC | EDUCATION | $1,500 | |
| GRACE CATHEDRAL | |||||||
| 1100 CALIFORNIA STREET | SAN FRANCISCO | CA | 94108 | PC | RELIGIOUS, $5,000 2/24/24, $3,605 12/03/24 and $770 12/31/24. | $9,375 | |
| HARVARD UNIVERSITY | |||||||
| 1033 MASSACHUSETTS AVE 3RD FL | CAMBRIDGE | MA | 02138 | PC | EDUCATIONAL | $1,000 | |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | PC | ARTS | $800 | |
| KWMR | |||||||
| PO BOX 1262 | POINT REYES STATION | CA | 94956 | PC | ARTS | $500 | |
| LARKIN STREET YOUTH SERVICES | |||||||
| 134 GOLDEN GATE AVE | SAN FRANCISCO | CA | 94102 | PC | HUMANITARIAN | $5,000 | |
| LATINO STUDENT FUND | |||||||
| 910 17TH STREET STE 317 | WASHINGTON | DC | 20006 | PC | EDUCATIONAL | $515 | |
| LUCILLE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | |||||||
| 400 HAMILTON AVENUE 340 | PALO ALTO | CA | 94301 | PC | HUMANITARIAN | $500 | |
| MARIN ACADEMY | |||||||
| 1600 MISSION AVENUE | SAN RAFAEL | CA | 94901 | PC | EDUCATIONAL | $500 | |
| MARIN CHAPTER CIVIL GRAND JURORS ASSOCIATION | |||||||
| PO BOX 4274 | SAN RAFAEL | CA | 94903 | PC | CIVIC | $500 | |
| MARY'S CENTER | |||||||
| 2333 ONTARIO ROAD NW | WASHINGTON | DC | 200092627 | PC | HEALTH | $1,000 | |
| MILL VALLEY LIBRARY FOUNDATION | |||||||
| 375 THROCKMORTON AVE | MILL VALLEY | CA | 94941 | PC | CIVIC | $1,000 | |
| OHIO STATE UNIVERSITY | |||||||
| 2200 OLENTANGY RIVER ROAD | COLUMBUS | OH | 43210 | PC | EDUCATIONAL | $1,000 | |
| OPEN DOOR SPORTS INC | |||||||
| 4531 YUMA STREET NW | WASHINGTON | DC | 20016 | PC | EDUCATIONAL | $515 | |
| PARTNERS IN HEALTH | |||||||
| 150 STATE STREET | BREWER | ME | 04412 | PC | HUMANITARIAN | $1,569 | |
| PARTNERSHIP FOR A HEALTHIER AMERICA | |||||||
| 1333 NEW HAMPSHIRE AVE NW 2ND FLOOR | WASHINGTON | DC | 20036 | PC | HEALTH & EDUCATION | $2,500 | |
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | |||||||
| 5100 WISCONSIN AVENUE NW 400 | WASHINGTON | DC | 20016 | PC | HUMANITARIAN | $1,000 | |
| POMONA COLLEGE | |||||||
| 550 N COLLEGE AVENUE | CLAREMONT | CA | 917114434 | PC | EDUCATIONAL | $1,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| 3003 S STATE STREET 5082 WOLVERINE | ANN ARBOR | MI | 481091287 | PC | EDUCATIONAL | $2,000 | TOWER |
| SAN DOMENICO SCHOOL | |||||||
| 1500 BUTTERFIELD ROAD | SAN ANSELMO | CA | 94960 | PC | EDUCATIONAL | $500 | |
| SAN FRANCISCO MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | PC | HUMANITARIAN | $500 | |
| SAN FRANCISCO SYMPHONY | |||||||
| Davies Symphony Hall | SAN FRANCISCO | CA | 94102 | PC | GENERAL OPERATING | $15,000 | |
| SECOND HARVEST OF SILICON VALLEY | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 951252118 | PC | HUMANITARIAN | $1,038 | |
| SESAME WORKSHOP | |||||||
| 1900 BROADWAY | NEW YORK | NY | 10023 | PC | EDUCATIONAL | $532 | |
| STANFORD UNIVERSITY | |||||||
| 485 BROADWAY MAIL CODE 8838 | REDWOOD CITY | CA | 94063 | PC | EDUCATIONAL | $5,000 | |
| SUSTAINABLE CONSERVATION | |||||||
| 98 Battery Street | SAN FRANCISCO | CA | 94111 | PC | ENVIRONMENTAL | $5,150 | |
| UNIVERSITY OF TEXAS | |||||||
| 9011 MOUNTAIN RIDGE SUITE 150 | AUSTIN | TX | 78759 | PC | MD ANDERSON CANCER CENTER | $100 | |
| WORLD NEIGHBORS INC | |||||||
| 5600 NORTH MAY AVE SUITE 160 | OKLAHOMA CITY | OK | 731124222 | PC | HUMANITARIAN | $3,000 | |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | PC | ENVIRONMENTAL | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,234 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,642 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,953 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,804 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,399 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,399 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID and VICKI COX | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 CALIFORNIA ST APT 22C | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $52,431 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORIENT | BondNm |
| EOY Book Value | $2,013,975 | EOYBookValueAmt |
| EOYFMV | $2,034,757 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORIENT | StockNm |
| EOY Book Value | $1,129,730 | EOYBookValueAmt |
| EOYFMV | $1,558,246 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost Basis Adjustments | Desc |
| Amt | $14,656 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RH BLUESTEIN CUSTODY FEE | CategoryTxt |
| Amt | $98 | Amt |
| Net Investment Income | $98 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MN ANNUAL FEE | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
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