Cox Charles M U Ind Dtd 12 31 34
Cox Charles M U Ind Dtd 12 31 34 is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $424K in total assets. In 2025, it awarded 1 grant totaling $21K. Net investment income was $37K.
Cox Charles M U Ind Dtd 12 31 34 at a glance
In short: Cox Charles M U Ind Dtd 12 31 34 gave $21K across 1 grant in 2025 (avg $21K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,297
- +8.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $21,297
- +8.9% vs 2024
- Median grant
- $21,297
- Total assets
- $424,246
- +3.8% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Cox Charles M U Ind Dtd 12 31 34 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Freedom House ($21K).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 7 grants of 7 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Cox Charles M U Ind Dtd 12 31 34 gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2025, annual grant giving ranged from $16K (2019) to $23K (2022). In 2025 it made 1 grant totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Freedom House Dorchester, MA | Unrestricted General | $21,297 |
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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 | $424,246 | $42,313 | $28,691 | $21,297 | 1 | $23,928 | $37,319 | $25,206 |
| 2024 | $408,529 | $15,217 | $26,085 | $19,563 | 1 | $21,986 | $10,081 | $23,720 |
| 2023 | $405,946 | $-651 | $27,754 | $19,964 | 1 | $22,195 | $5,668 | $21,794 |
| 2022 | $426,160 | $78,961 | $29,893 | $22,920 | 2 | $25,448 | $74,106 | $23,292 |
| 2021 | $447,274 | $27,888 | $26,536 | $18,857 | 2 | — | $23,616 | $25,507 |
| 2019 | $381,725 | $22,893 | $22,860 | $16,314 | 2 | — | $16,862 | $20,570 |
Under IRS private-foundation payout rules, Cox Charles M U Ind Dtd 12 31 34 reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Cox Charles M U Ind Dtd 12 31 34's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$5K (2019) → $6K (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 $6K, to Bank of America (Trustee).
Frequently asked questions about Cox Charles M U Ind Dtd 12 31 34
How much does Cox Charles M U Ind Dtd 12 31 34 give each year?
Cox Charles M U Ind Dtd 12 31 34 gave $21K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 1 grant.
How large is Cox Charles M U Ind Dtd 12 31 34?
Cox Charles M U Ind Dtd 12 31 34 reported $424K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $25K (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.
Where does Cox Charles M U Ind Dtd 12 31 34 operate?
Cox Charles M U Ind Dtd 12 31 34 has awarded grants in Massachusetts.
What is Cox Charles M U Ind Dtd 12 31 34's EIN?
Cox Charles M U Ind Dtd 12 31 34's EIN (Employer Identification Number) is 04-6096926. 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 2019 (received by the IRS December 9, 2019)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 15, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 21, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 17, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 2, 2026)
- IRS filings on file for fiscal years 2019–2025
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