COX FAMILY FUND: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: COX FAMILY FUND (EIN 41-1570849)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-09
IRS object ID: 201243149349100019
Schema version: 2011v1.3
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
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-09T15:56:14-06:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Sherburne & Dahl Ltd	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	708 South 3rd Street Suite 510	AddressLine1
City	Minneapolis	City
State	MN	State
ZIP Code	554151145	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	411570849	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	COX FAMILY FUND	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% PHILIP S SHERBURNE	InCareOfName
Name Control	COXF	NameControl
Phone	6126598223	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	403 Riverview Towers	AddressLine1
Address Line2	1920 South First Street	AddressLine2
City	MINNEAPOLIS	City
State	MN	State
ZIP Code	55454	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID C COX	Name
Title	President	Title
Date Signed	2012-11-01	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Philip Sherburne	Name
Phone	6123383255	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	3961013	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	89320	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	132038	DividendsRevAndExpnss
Dividends Net Invst Incm	132038	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	137534	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	2193195	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	137534	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	-223	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	-223	OtherIncomeNetInvstIncm
Total Revenue And Expenses	358669	TotalRevenueAndExpenses
Total Net Investment Income	269349	TotalNetInvestmentIncome
Other Prof Fees Rev And Expnss	1740	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	1740	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	6570	TaxesRevAndExpnss
Taxes Net Invst Incm	967	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	25	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	7098	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	7098	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	15408	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	9805	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	25	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	411395	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	411395	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	426803	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	9805	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	411420	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-68134	ExcessOfRevenueOverExpenses
Net Investment Income	259544	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	62906	CashBOY
Cash EOY	100234	CashEOY
Cash EOYFMV	100234	CashEOYFMV
Investments Corp Stock BOY	1715070	InvestmentsCorpStockBOY
Investments Corp Stock EOY	1343917	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1450376	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	1996140	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	2322368	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	2305880	InvestmentsCorpBondsEOYFMV
Other Assets BOY	100000	OtherAssetsBOY
Other Assets EOY	104523	OtherAssetsEOY
Other Assets EOYFMV	104523	OtherAssetsEOYFMV
Total Assets BOY	3874116	TotalAssetsBOY
Total Assets EOY	3871042	TotalAssetsEOY
Total Assets EOYFMV	3961013	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Paid In Or Capital Surplus BOY	1601882	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	1691202	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	2272234	RetainedEarningsBOY
Retained Earnings EOY	2179840	RetainedEarningsEOY
Total Net Assets BOY	3874116	TotalNetAssetsBOY
Total Net Assets EOY	3871042	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	3874116	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3871042	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	3874116	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-68134	ExcessOfRevenueOverExpenses
Other Increases	67327	OtherIncreases
Subtotal	3873309	Subtotal
Other Decreases	2267	OtherDecreases
Total Net Assets Fund Balances EOY	3871042	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
CAPITAL GAIN ST SCHEDULE AVAIL UPON REQUEST	P	2011-01-01	2011-12-31	1101389	1038103	63286	63286
CAPITAL GAIN LT SCHED AVAIL UPON REQUEST	P	2009-01-01	2011-12-31	1091766	1017558	74208	74208
MOTOROLA SECURITIES LITIGATION	P	2010-01-01	2011-08-09	50		50	50

Field	Value	IRS element (for citing)
Capital Gain Net Income	137534	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	429150	QualifyingDistributionsYear1
Noncharitable Assets Year1	4219500	NoncharitableAssetsYear1
Distribution Ratio Year1	0.101706	DistributionRatioYear1
Qualifying Distributions Year2	626539	QualifyingDistributionsYear2
Noncharitable Assets Year2	4270991	NoncharitableAssetsYear2
Distribution Ratio Year2	0.146696	DistributionRatioYear2
Qualifying Distributions Year3	562528	QualifyingDistributionsYear3
Noncharitable Assets Year3	4751086	NoncharitableAssetsYear3
Distribution Ratio Year3	0.1184	DistributionRatioYear3
Qualifying Distributions Year4	587868	QualifyingDistributionsYear4
Noncharitable Assets Year4	5105988	NoncharitableAssetsYear4
Distribution Ratio Year4	0.115133	DistributionRatioYear4
Qualifying Distributions Year5	459607	QualifyingDistributionsYear5
Noncharitable Assets Year5	4958009	NoncharitableAssetsYear5
Distribution Ratio Year5	0.0927	DistributionRatioYear5
Total Distribution Ratio	0.574635	TotalDistributionRatio
Average Distribution Ratio	0.114927	AverageDistributionRatio
Net Noncharitable Assets	4249291	NetNoncharitableAssets
Adjusted Noncharitable Assets	488358	AdjustedNoncharitableAssets
One Percent Net Investment Income	2595	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	490953	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	411420	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	5191	InvestmentIncomeExciseTax
Subtotal	5191	Subtotal
Tax Based On Investment Income	5191	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	3600	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	4500	TaxPaidWithExtension
Total Credits And Payments	8100	TotalCreditsAndPayments
Overpayment	2909	Overpayment
Amount Credited To Next Year	2909	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	MN	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PHILIP S SHERBURNE	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	6123384345	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	708 SOUTH 3RD STREET	AddressLine1
City	Minneapolis	City
State	MN	State
ZIP Code	55415	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
DAVID C COX
1200 CALIFORNIA ST - 22C	SAN FRANCISCO	CA	94109	PRES/TREAS	0	0
VICKI B COX
1200 CALIFORNIA ST -22C	SAN FRANCISCO	CA	94109	VP/SECY	0	0
PHILIP S SHERBURNE
708 SOUTH 3RD STREET 510	MINNEAPOLIS	MN	55415	DIRECTOR	0	0

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	NONE	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	4165042	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	148959	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	4314001	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	4314001	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	64710	CashDeemedCharitable
Net Noncharitable Assets	4249291	NetNoncharitableAssets
Minimum Investment Return	212465	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	212465	MinimumInvestmentReturn
Tax Based On Investment Income	5191	TaxBasedOnInvestmentIncome
Total Tax	5191	TotalTax
Distributable Amount Before Adj	207274	DistributableAmountBeforeAdj
Distributable Amount Before Ded	207274	DistributableAmountBeforeDed
Distributable Amount As Adjusted	207274	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	411420	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	411420	QualifyingDistributions
Adj Qualifying Distributions	411420	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	207274	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2009	PriorYear1
Prior Year2	2008	PriorYear2
Prior Year3	2007	PriorYear3
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	219199	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	342269	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	328682	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	416529	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	221580	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1528259	TotalExcessDistriCarryover
Qualifying Distributions	411420	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Current Year	207274	AppliedToCurrentYear
Remaining Distri From Corpus	204146	RemainingDistriFromCorpus
Total Corpus	1732405	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	219199	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1513206	ExcessDistriCyovToNextYear
Excess From Year4	342269	ExcessFromYear4
Excess From Year3	328682	ExcessFromYear3
Excess From Year2	416529	ExcessFromYear2
Excess From Year1	221580	ExcessFromYear1
Excess From Current Year	204146	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	DAVID AND VICKI COX	ContributingManager
Shareholder Manager	NA	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (53 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
PLANNED PARENTHOOD FEDERATION OF AMERICA
810 SEVENTH AVENUE	NEW YORK	NY	10019	PUBLIC	ANNUAL FUND	$25,000
AMERICAN RIVERS
1025 VERMONT AVENUE NW STE 720	WASHINGTON	DC	200053516	PUBLIC	GENERAL SUPPORT	$10,000
MARIN CONSERVATION LEAGUE
1623-A Fifth Avenue	San Rafael	CA	94901	PUBLIC	ENVIRONMENTAL	$2,000
BERKELEY REPERTORY THEATER
2025 Addison Street	BERKELEY	CA	94704	PUBLIC	CIVIC	$15,260
AMERICAN REFUGEE COMMITTEE
430 Oak Grove Street	MINNEAPOLIS	MN	55403	PUBLIC	CIVIC	$1,000	Suite 204
ACLU FOUNDATION
125 Broad Street	New York	NY	10004	PUBLIC	CIVIC	$10,000	18th Floor
LARKIN STREET YOUTH CENTER
701 Sutter Street	SAN FRANCISCO	CA	94109	PUBLIC	GENERAL OPERATING	$1,000	Suite 2
MARIN AGRICULTURAL LAND TRUST
POST OFFICE BOX 809	POINT REYES STATION	CA	94956	PUBLIC	ENVIRONMENTAL	$6,000
GRACE CATHEDRAL
1100 California Street	SAN FRANCISCO	CA	94108	PUBLIC	GENERAL OPERATING	$5,000
FINE ARTS MUSEUM OF SAN FRANCISCO
233 POST ST 6TH FLOOR	SAN FRANCISCO	CA	94108	PUBLIC	CIVIC	$5,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREET	SAN FRANCISCO	CA	94103	PUBLIC	CIVIC	$1,500
POINT REYES NATIONAL SEASHORE ASSN
1 Bear Valley Road	POINT REYES STATION	CA	94956	PUBLIC	ENVIRONMENTAL	$5,000
TNC KS
700 SW Jackson Ste 800	Topeka	KS	66603	PUBLIC	ENVIRONMENTAL	$50,121
WESTERN WATERSHEDS PROJECT INC
PO Box 1770	HAILEY	ID	83333	PUBLIC	ENVIRONMENTAL	$2,500
EARTHJUSTICE
426 17th Street	OAKLAND	CA	94612	PUBLIC	ENVIRONMENTAL	$25,077
THE UNIV OF MICHIGAN LAW SCHOOL
The Regents of The University of Mi	ANN ARBOR	MI	48109	PUBLIC	EDUCATIONAL	$1,000
UNIVERSITY OF MICHIGAN - GERALD R FORD SCHOOL
The Regents of The University of Mi	ANN ARBOR	MI	48109	PUBLIC	EDUCATIONAL	$1,000
SOUTHERN POVERTY LAW CENTER
400 Washington Ave	MONTGOMERY	AL	36104	PUBLIC	EDUCATIONAL	$2,000
US COMM FOR UNICEF
125 Maiden Lane	NEW YORK	NY	10038	PUBLIC	HUMANITARIAN	$1,000
DOCTORS WITHOUT BORDERS
333 7th Avenue	NEW YORK	NY	10001	PUBLIC	HUMANITARIAN	$1,000	2nd Floor
PHYSICIAN'S COMMITTEE FOR RESPONSIBLE MEDICINE
5100 Wisconsin Ave NW	WASHINGTON	DC	20016	PUBLIC	HUMANITARIAN	$1,000	Suite 400
OXFAM AMERICA
226 Causeway Street	BOSTON	MA	02114	PUBLIC	HUMANITARIAN	$3,000	5th Floor
WORLD NEIGHBORS
4127 NW 122nd Street	OKLAHOMA CITY	OK	73120	PUBLIC	HUMANITARIAN	$3,000
SAN FRANCISCO BALLET
455 Franklin Street	SAN FRANCISCO	CA	94102	PUBLIC	CIVIC	$65,496
KQED
2601 Mariposa Street	SAN FRANCISCO	CA	94110	PUBLIC	CIVIC	$1,500
MOTHER JONES
222 Sutter Street	SAN FRANCISCO	CA	94108	PUBLIC	SOCIAL VALUES	$1,000	6th Floor
WORLD RESOURCES INST
10 G Street NE Suite 800	WASHINGTON	DC	20002	PUBLIC	ENVIRONMENTAL	$10,000
NATIONAL CENTER FOR SCIENCE EDUCATION
420 40th Street Suite 2	Oakland	CA	94609	PUBLIC	EDUCATIONAL	$1,100
STANFORD UNIVERSITY
450 Serra Mall	STANFORD	CA	94305	PUBLIC	EDUCATIONAL	$25,441
SUSTAINABLE CONSERVATION
98 Battery Street	SAN FRANCISCO	CA	94111	PUBLIC	ENVIRONMENTAL	$10,000	Suite 302
PLANNED PARENTHOOD - MINNESOTA
1965 Ford Parkway	ST PAUL	MN	55116	PUBLIC	GENERAL SUPPORT	$10,000
CHRONICLE SEASON OF SHARING
PO Box 44740	SAN FRANCISCO	CA	94144	PUBLIC	HUMANITARIAN	$10,000
FAMILY VIOLENCE PREVENTION CENTER
383 Rhode Island Street Suite 304	SAN FRANCISCO	CA	94103	PUBLIC	HUMANITARIAN	$1,000
STANFORD
450 Serra Mall	STANFORD	CA	94305	PUBLIC	20th Anniversary Fund	$5,000
GUTHRIE THEATER FOUNDATION
818 South 2nd Street	MINNEAPOLIS	MN	55415	PUBLIC	CIVIC	$5,000
ENVIRONMENTAL INVESTIGATIVE AGENCY
PO BOX 53343	WASHINGTON	DC	20009	PUBLIC	ENVIRONMENTAL	$10,000
PAGE EDUCATION FOUNDATION
PO BOX 581254	MINNEAPOLIS	MN	55458	PUBLIC	EDUCATION	$7,500
MEDIA MATTERS
1625 MASSACHUSETTS AVENUE NW	WASHINGTON	DC	20036	PUBLIC	SOCIAL VALUES AND EDUCATION	$15,000
WATCH
350 5th Ave 34th Floor	NEW YORK	NY	10118	PUBLIC	WOMEN'S RIGHTS	$5,000
ALZHEIMER'S ASSOCIATION
225 N Michigan Avenue Floor 17	Chicago	IL	60601	PUBLIC	HUMANITARIAN	$10,000
SAN FRANCISCO SYMPHONY
Davies Symphony Hall	San Francisco	CA	94102	PUBLIC	GENERAL OPERATING	$15,000	201 Van Ness Ave
FEED MY HUNGRY CHILDREN
PO BOX 83775	PHOENIX	AZ	85071	PUBLIC	GENERAL OPERATING	$1,000
SAN DOMENICO SCHOOL
1500 BUTTERFIELD ROAD	SAN ANSELMO	CA	94960	PUBLIC	ANNUAL FUND	$2,000
POMONA COLLEGE
333 NORTH COLLEGE WAY	CLAREMONT	CA	91711	PUBLIC	ANNUAL FUND	$1,000
GALAPAGOS CONSERVANCY
11150 FAIRFAX BLVD SUITE 408	FAIRFAX	VA	22030	PUBLIC	ANNUAL FUND	$1,000
SAVE THE BAY
350 FRANK H OGAWA PLAZA SUITE 900	OAKLAND	CA	94612	PUBLIC	ANNUAL FUND	$1,000
GOLDEN GATE AUDUBON
2530 SAN PABLO AVENUE SUITE G	BERKELEY	CA	94702	PUBLIC	ANNUAL FUND	$1,000
CALIFORNIA TROUT INC
870 MARKET STREET 528	SAN FRANCISCO	CA	94102	PUBLIC	ENVIRONMENTAL	$1,000
AMAZON CONSERVATION ASSOCIATION
1822 R STREET NW	WASHINGTON	DC	20009	PUBLIC	ENVIRONMENTAL	$1,000	4TH FLOOR
TEACH FOR AMERICA
315 WEST 36TH STREET	NEW YORK	NY	10018	PUBLIC	EDUCATIONAL	$5,000
GEORGETOWN DAY SCHOOL
4530 MACARTHUR BLVD NW	WASHINGTON	DC	20007	PUBLIC	CAPITAL CAMPAIGN	$3,900
ALZHEIMER'S DISEASE RESEARCH FOUNDATION
DBA CURE ALZHEIMERS FUND	WELLESLEY	MA	02481	PUBLIC	HUMANITARIAN	$5,000	34 WASHINGTON STREET NO 200
NOB HILL FOUNDATION
235 MONTGOMERY STREET STE 870	SAN FRANCISCO	CA	94104	PUBLIC	CIVIC	$3,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	411395	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments
Int On Savings And Temp Cash Invst		IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$132,038	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$137,311	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$269,349	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	269349	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	DAVID VICKI COX	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	1200 CALIFORNIA ST - 22C	AddressLine1
City	SAN FRANCISCO	City
State	CA	State
ZIP Code	94109	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	89320	AggregateContributions
Person Contribution Type	X	PersonContributionType

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

Field	Value	IRS element (for citing)
Description	NONE	Description

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	R.H. BLUESTEIN & CO	NameOfBond
EOY Book Value	2322368	EOYBookValue
EOYFMV	2305880	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	SECURITIES AT R.H. BLUESTEIN	NameOfStock
EOY Book Value	1343917	EOYBookValue
EOYFMV	1450376	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	PRIVATE PARTNERS	Description
BOY Book Value	100000	BOYBookValue
EOY Book Value	104523	EOYBookValue
EOYFMV	104523	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescription	AmountAmount
PRIOR YEAR LOSS ON BLUESTEIN PRIVATE	$0
PARTNERS	$2,267

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
BANK FEES	54	54
EXCISE TAX PENALTY	6	6
BLUESTEIN PRIVATE PARTNERS	7038	7038

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	RH BLUESTEIN PARTNERS	Description
Revenue And Expenses Per Books	-223	RevenueAndExpensesPerBooks
Net Investment Income	-223	NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
APPRECIATION OVER BASIS OF SECURITIES	$0
DONATED TO CHARITIES	$67,327

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	RH BLUESTEIN CUSTODY FEE	Category
Amount	$1,740	Amount
Net Investment Income	1740	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
RHB FOREIGN TAXES PAID	$967	967
MN ANNUAL FEE	$25		25
EXCISE TAX	$1,978
EXCISE TAX ESTIMATES	$3,600

COX FAMILY FUND: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (53 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

Comments