Carleta S Cox
Carleta S Cox is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $164K in total assets. In 2025, it made $10K in qualifying distributions. Net investment income was $40K.
Carleta S Cox at a glance
- Total assets
- $163,546
- +22.7% vs 2024
- Revenue (2025)
- $41,652
- +417.9% vs 2024
- Qualifying distributions (2025)
- $9,905
- +18.5% vs 2024
- Expenses (2025)
- $11,222
- +4.8% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Carleta S Cox funds
How this funder distributes its grants
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Carleta S Cox gives
- Giving grew 27% from 2021 to 2024. Method
- In 2025 it paid out 136% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $6K (2021) to $7K (2024). In 2024 it made 1 grant totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sunnyside Presbyterian Home Harrisonburg, VA | General Operating | $7,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $163,546 | $41,652 | $11,222 | — | — | $9,905 | $40,468 | $7,295 |
| 2024 | $133,271 | $8,043 | $10,707 | $7,000 | 1 | $8,359 | $5,572 | $7,604 |
| 2023 | $135,798 | $4,202 | $11,020 | $7,000 | 1 | $8,358 | $1,612 | $7,131 |
| 2022 | $142,764 | $5,975 | $11,083 | $7,000 | 1 | $8,280 | $3,398 | $7,607 |
| 2021 | $147,919 | $15,777 | $9,405 | $5,500 | 1 | $6,766 | $13,099 | $8,502 |
| 2020 | $141,522 | $10,370 | $11,017 | $7,000 | 1 | — | $7,946 | $7,392 |
| 2019 | $142,184 | $14,831 | $9,962 | $6,250 | 1 | — | $12,404 | $7,254 |
Under IRS private-foundation payout rules, Carleta S Cox reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carleta S Cox's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Wells Fargo Bank N A
Trustee
On filings since 2019
1 hr/week
$3K (2019) → $1K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1K, to Wells Fargo Bank N a (Trustee).
Frequently asked questions about Carleta S Cox
How large is Carleta S Cox?
Carleta S Cox reported $164K in total assets on its 2025 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $7K (roughly 5% of its investment assets).
Where does Carleta S Cox operate?
Carleta S Cox has awarded grants in Virginia.
What is Carleta S Cox's EIN?
Carleta S Cox's EIN (Employer Identification Number) is 25-6898904. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
Live grants for the work Carleta S Cox funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Carleta S Cox's focus areas in our free grants database
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