Cox Charles M U Agmt Dtd 12 11 40 Char T
Cox Charles M U Agmt Dtd 12 11 40 Char T is a private foundation based in Dallas, Texas. In 2025, it awarded 11 grants totaling $22,000 to organizations in Massachusetts, South Dakota, California, and Washington, DC.
Cox Charles M U Agmt Dtd 12 11 40 Char T at a glance
In short: Cox Charles M U Agmt Dtd 12 11 40 Char T gave $22K across 11 grants in 2025 (avg $2K), mostly in Massachusetts. 18% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,000
- +0.0% vs 2024
- Grants made (2025)
- 11
- +10.0% vs 2024
- Average grant
- $2,000
- -9.1% vs 2024
- Median grant
- $1,000
- Total assets
- $503,010
- +3.8% vs 2024
- New grantees (estimate)
- 18% first-time grantees (2 of 11, 2025; small sample)
- Primary geography
- Massachusetts (73% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Cox Charles M U Agmt Dtd 12 11 40 Char T
- How to Apply
-
The foundation’s 2024 filing says it does not restrict giving to preselected organizations. It lists Mercedeh Shahbodaghi as the contact and requests a letter describing the grant request. It reports no restrictions on awards.
- Contact
Application contact: Mercedeh Shahbodaghi
Mailing address: C/O Bank Of America Na PO Box, Boston, MA 02205
Phone: (617) 897-3163
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Cox Charles M U Agmt Dtd 12 11 40 Char T funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Beth Israel Deaconess Hospital-Milton ($4K). Together the top 10 received $21K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 73% of grant dollars went to recipients in Massachusetts, 18% to South Dakota, 5% to California, and 5% to Washington, DC.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is Cox Charles M U Agmt Dtd 12 11 40 Char T open to new grantees?
18%
first-time grantees, 2025
In 2025, 2 of 11 grantees (18%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $2K; repeat grants $2K. How we count
Medians: $2K first-time, $1K repeat.
- 82% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2020) to $23K (2022). In 2025 it made 11 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beth Israel Deaconess Hospital-Milton Milton, MA | Unrestricted General | $4,333 |
| Lakota Youthstay One Spirit Rapid City, SD | Unrestricted General | $4,000 |
| Boys & Girls Clubs of Dorchester Dorchester, MA | Unrestricted General | $3,333 |
| Boston College High School Boston, MA | Unrestricted General | $3,000 |
| Watertown Boys & Girls Clubs Watertown, MA | Unrestricted General | $1,800 |
| The Childrens Room Boston, MA | Unrestricted General | $1,000 |
| UCLA Anderson School of Mgmt Los Angeles, CA | Unrestricted General | $1,000 |
| Georgetown University Washington DC, DC | Unrestricted General | $1,000 |
| Boston College Chestnut Hill, MA | Unrestricted General | $1,000 |
| Understanding Our Differences Newtonville, MA | Unrestricted General | $767 |
Ready to take the next step with Cox Charles M U Agmt Dtd 12 11 40 Char T?
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 | $503,010 | $54,781 | $36,683 | $22,000 | 11 | $29,150 | $48,800 | $29,491 |
| 2024 | $484,767 | $51,685 | $34,886 | $22,000 | 10 | $28,891 | $45,415 | $27,847 |
| 2023 | $468,463 | $18,452 | $31,803 | $20,000 | 8 | $26,453 | $10,025 | $25,599 |
| 2022 | $481,995 | $-11,527 | $38,731 | $22,500 | 9 | $29,190 | $4,516 | $26,337 |
| 2021 | $532,200 | $114,484 | $34,224 | $20,400 | 10 | $27,668 | $107,942 | $29,401 |
| 2020 | $451,323 | $37,898 | $30,296 | $18,382 | 12 | — | $33,839 | $25,192 |
Under IRS private-foundation payout rules, Cox Charles M U Agmt Dtd 12 11 40 Char T reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for youth-serving organizations, educational institutions, a hospital, and organizations addressing disability and individual differences. For example, Boys & Girls Clubs of Dorchester describes its mission as welcoming and connecting young people and families to opportunities that embrace diversity, nurture growth, and inspire success. Understanding Our Differences says its program aims to increase information, understanding, and acceptance of people with disabilities and individual differences.
Grantmaking
In 2025, the foundation gave $22,000 through 11 grants. Grant amounts ranged from $767 to $4,333, with a median of $1,000. Notable grants included $4,333 to Beth Israel Deaconess Hospital-Milton, $4,000 to Lakota Youthstay One Spirit, $3,333 to Boys & Girls Clubs of Dorchester, and $3,000 to Boston College High School. Each was designated for unrestricted general purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee and George Padula, Elizabeth Tourtelotte, and Robert F. Driscoll as co-trustees.
Cox Charles M U Agmt Dtd 12 11 40 Char T's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$7K (2020) → $8K (2025)
Elizabeth Tourtelotte
Co Trustee
On filings since 2020
1 hr/week
$1K (2020) → $1K (2025)
George Padula
Co Trustee
On filings since 2020
1 hr/week
$1K (2020) → $1K (2025)
Robert F. Driscoll
Co-Trustee
On filings since 2020
1 hr/week
$1K (2020) → $1K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $8K, to Bank of America (Trustee). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Cox Charles M U Agmt Dtd 12 11 40 Char T
How much does Cox Charles M U Agmt Dtd 12 11 40 Char T give each year?
Cox Charles M U Agmt Dtd 12 11 40 Char T gave $22K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 10 grants.
What is Cox Charles M U Agmt Dtd 12 11 40 Char T's typical grant size?
Cox Charles M U Agmt Dtd 12 11 40 Char T's median grant in 2025 was $1,000, and its average grant was $2,000, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Cox Charles M U Agmt Dtd 12 11 40 Char T that year got $2K on average.
Where does Cox Charles M U Agmt Dtd 12 11 40 Char T give grants?
Cox Charles M U Agmt Dtd 12 11 40 Char T gives mostly in Massachusetts: 73% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was South Dakota (18%). The most frequent recipient cities were Boston, MA (2 grants).
Does Cox Charles M U Agmt Dtd 12 11 40 Char T give general operating support?
Yes: 100% of Cox Charles M U Agmt Dtd 12 11 40 Char T's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Cox Charles M U Agmt Dtd 12 11 40 Char T's largest grantees?
Cox Charles M U Agmt Dtd 12 11 40 Char T's largest 2025 grantees include Beth Israel Deaconess Hospital-Milton ($4,333), Lakota Youthstay One Spirit ($4,000) and Boys & Girls Clubs of Dorchester ($3,333), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.
How large is Cox Charles M U Agmt Dtd 12 11 40 Char T?
Cox Charles M U Agmt Dtd 12 11 40 Char T reported $503K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Cox Charles M U Agmt Dtd 12 11 40 Char T fund?
No mission statement for the foundation is provided. Its 2025 grants included support for youth-serving organizations, educational institutions, a hospital, and organizations addressing disability and individual differences. See mission & focus areas ↑
How do I apply for a grant from Cox Charles M U Agmt Dtd 12 11 40 Char T?
The foundation’s 2024 filing says it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Cox Charles M U Agmt Dtd 12 11 40 Char T's EIN?
Cox Charles M U Agmt Dtd 12 11 40 Char T's EIN (Employer Identification Number) is 23-7416878. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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