BERRY R COX FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BERRY R COX FAMILY FOUNDATION (EIN 75-2864400)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-28
- IRS object ID
- 202642409349100414
- Schema version
- 2025v4.2
- 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
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-28T15:22:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino Advisory LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N Dallas Parkway Suite 600 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752864400 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry R Cox Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERR | BusinessNameControlTxt |
| Phone | 2142203612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 McKinney Avenue 1700 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Justin Cox | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2142203612 | PhoneNum |
| Signature | 2026-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jill Wallace | PreparerPersonNm |
| PTIN | P01382469 | PTIN |
| Phone | 9726611843 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,401,039 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $175,198 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $175,198 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,725 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,611,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,725 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $265,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $265,923 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,340 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,670 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,670 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $945 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $945 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $459,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $459,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $471,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $465,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$205,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,308 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,793 | CashBOYAmt |
| Cash EOY | $73,147 | CashEOYAmt |
| Cash EOYFMV | $73,147 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,992,601 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,338,228 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,338,228 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,989,664 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,989,664 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,989,664 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $613,843 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,606,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,401,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,401,039 | 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 | $11,953,753 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $11,953,753 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$6,346,852 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$6,552,714 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,606,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,401,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,606,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,401,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,606,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$205,862 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,401,039 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,401,039 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Adaptive Biotechnology | P | 2024-10-28 | 2025-02-25 | $18,179 | $10,034 | $8,145 | $8,145 |
| Antero Resources Corp | P | 2025-07-22 | 2025-11-06 | $169,817 | $170,701 | -$884 | -$884 |
| Builders Firstsource Inc Com | P | 2024-12-20 | 2025-02-03 | $312,839 | $286,909 | $25,930 | $25,930 |
| Core & Main Inc | P | 2024-12-20 | 2025-10-21 | $610,753 | $566,764 | $43,989 | $43,989 |
| Expand Energy Corp | P | 2025-07-22 | 2025-10-21 | $178,598 | $170,167 | $8,431 | $8,431 |
| VanEck Vectors Gold Miners ETF | P | 2025-02-12 | 2025-04-04 | $284,802 | $285,963 | -$1,161 | -$1,161 |
| Lantern Pharma Inc | P | 2024-10-28 | 2025-02-25 | $12,323 | $9,998 | $2,325 | $2,325 |
| Recursion Pharmaceuticals Inc | P | 2024-10-28 | 2025-02-25 | $13,925 | $9,999 | $3,926 | $3,926 |
| Twist Bioscience Corp | P | 2024-10-28 | 2025-02-25 | $9,999 | $9,975 | $24 | $24 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,725 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,604 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,604 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,604 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,481 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,481 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $27,877 | OverpaymentAmt |
| Applied To ES Tax | $27,877 | 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 | TX | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry R Cox Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2142203612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 McKinney Ave Ste 1700 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Berry R Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Jeanne T Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Justin B Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee/Pres/Treas | 1.00 | $0 | $0 | $0 |
| John GT Cox | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Trustee | 1.00 | $0 | $0 | $0 |
| Kara Jenkins | ||||||||
| 2100 McKinney Ave Ste 1700 | Dallas | TX | 75201 | Secretary | 1.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $344,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,229,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,103,908 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,677,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,677,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,592,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,604 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,604 | TotalTaxAmt |
| Distributable Before Adj | $276,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $276,028 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $276,028 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $465,170 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $465,170 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $144,810 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,490 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $626,380 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $248,375 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,076,055 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $465,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $276,028 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $189,142 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,265,197 | 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 | $144,810 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,120,387 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,490 | ExcessFromYear4Amt |
| Excess From Year2 | $626,380 | ExcessFromYear2Amt |
| Excess From Year1 | $248,375 | ExcessFromYear1Amt |
| Excess From Current Year | $189,142 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Berry R Cox | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Council on Foreign Relations | |||||||
| 58 East 68th Street | New York | NY | 10065 | N/A | PC | General Fund | $10,000 |
| Go Texan Henderson County | |||||||
| 11133 County Road 3810 | Athens | TX | 75752 | N/A | PC | General Fund | $1,000 |
| Highland Park United Methodist | |||||||
| 7777 Forest Lane Suite B326 | Dallas | TX | 75205 | N/A | PC | Cox Chapel | $25,000 |
| Highland Park United Methodist | |||||||
| 3300 Mockingbird Ln | Dallas | TX | 75205 | N/A | PC | General Fund | $15,000 |
| Montessori Institute of North Texas | |||||||
| 13612 Midway Road 292 | Dallas | TX | 75244 | N/A | PC | Scholarship Fund | $1,000 |
| Southern Methodist University | |||||||
| PO Box 750402 | Dallas | TX | 75275 | N/A | PC | Cox Business School | $26,000 |
| Southern Methodist University | |||||||
| PO Box 750402 | Dallas | TX | 75275 | N/A | PC | Medal of Freedom | $100,000 |
| Southern Methodist University | |||||||
| PO Box 750402 | Dallas | TX | 75275 | N/A | PC | Taos Fund | $10,000 |
| Texas Park and Wildlife Foundation | |||||||
| 2914 Swiss Avenue | Dallas | TX | 75204 | N/A | PC | General Fund | $10,000 |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | N/A | PC | Hoover Institution | $10,000 |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | N/A | PC | Hoover History Lab | $50,000 |
| University of Texas System | |||||||
| 2200 W Mockingbird Lane | Dallas | TX | 75235 | n/A | PC | Center for Prostate Cancer Care | $100,000 |
| United to Learn | |||||||
| 3000 Pegasus Park Drive Ste 940 | Dallas | TX | 75247 | N/A | PC | General Fund | $1,500 |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | N/A | PC | Hoover Institution | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $459,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $175,198 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $90,725 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $265,923 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,923 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Audit Fees | $9,000 | $4,500 | $4,500 |
| Tax Fees | $2,340 | $1,170 | $1,170 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,989,664 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,989,664 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JP Morgan Chase Safekeeping Fees | $945 | $945 | $0 |
| Legal Fees | $0 | $0 | $0 |
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