Monsignor James F Cox Charitable Trust
Monsignor James F Cox Charitable Trust is a private foundation, based in Norwich, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $818K in total assets. In 2025, it awarded 5 grants totaling $94K. Net investment income was $62K.
Monsignor James F Cox Charitable Trust at a glance
In short: Monsignor James F Cox Charitable Trust gave $94K across 5 grants in 2025 (avg $19K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $94,235
- -4.0% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $18,847
- -4.0% vs 2024
- Median grant
- $18,847
- Total assets
- $817,951
- -4.2% vs 2024
- Primary geography
- New York (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 Monsignor James F Cox Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was St Dominics Family Services ($19K). Together the top 5 received $94K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How Monsignor James F Cox Charitable Trust gives
- Giving fell 23% from 2022 to 2025. Method
- In 2025 it paid out 220% 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 2020 to 2025, annual grant giving ranged from $94K (2025) to $134K (2020). In 2025 it made 5 grants totaling $94K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Dominics Family Services Yonkers, NY | General Support | $18,847 |
| St Dominics Home Blauvelt, NY | General Support | $18,847 |
| Birthright of Rockland County Inc Nanuet, NY | General Support | $18,847 |
| Venture Foundation Nanuet, NY | General Support | $18,847 |
| Birthright of Sidney Inc Sidney, NY | General Support | $18,847 |
Ready to take the next step with Monsignor James F Cox Charitable Trust?
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 | $817,951 | $72,419 | $107,697 | $94,235 | 5 | $96,788 | $61,710 | $43,909 |
| 2024 | $853,401 | $29,845 | $111,562 | $98,180 | 5 | $100,183 | $18,711 | $45,581 |
| 2023 | $935,250 | $34,570 | $112,351 | $99,065 | 5 | $101,061 | $22,895 | $45,697 |
| 2022 | $1,012,754 | $32,914 | $138,244 | $122,275 | 5 | $124,533 | $20,930 | $50,703 |
| 2021 | $1,118,374 | $83,221 | $147,348 | $131,745 | 5 | $134,140 | $69,595 | $59,507 |
| 2020 | $1,182,658 | $27,568 | $150,650 | $133,965 | 5 | — | $14,810 | $58,193 |
Under IRS private-foundation payout rules, Monsignor James F Cox Charitable Trust reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Monsignor James F Cox Charitable Trust's only listed officer is NBT Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
NBT Bank NA
Trustee
On filings since 2020
1 hr/week
$14K (2020) → $11K (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 $11K, to NBT Bank NA (Trustee).
Frequently asked questions about Monsignor James F Cox Charitable Trust
How much does Monsignor James F Cox Charitable Trust give each year?
Monsignor James F Cox Charitable Trust gave $94K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $98K across 5 grants.
What is Monsignor James F Cox Charitable Trust's typical grant size?
Monsignor James F Cox Charitable Trust's median grant in 2025 was $18,847, and its average grant was $18,847, across 5 grants on its 2025 IRS Form 990-PF.
Where does Monsignor James F Cox Charitable Trust give grants?
Monsignor James F Cox Charitable Trust gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Nanuet, NY (2 grants).
Does Monsignor James F Cox Charitable Trust give general operating support?
Yes: 100% of Monsignor James F Cox Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Monsignor James F Cox Charitable Trust's largest grantees?
Monsignor James F Cox Charitable Trust's largest 2025 grantees include St Dominics Family Services ($18,847), St Dominics Home ($18,847) and Birthright of Rockland County Inc ($18,847), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Monsignor James F Cox Charitable Trust?
Monsignor James F Cox Charitable Trust reported $818K in total assets on its 2025 IRS Form 990-PF. It paid out $97K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets).
What is Monsignor James F Cox Charitable Trust's EIN?
Monsignor James F Cox Charitable Trust's EIN (Employer Identification Number) is 83-6628899. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Explore Open Grants
Browse active grant opportunities in Monsignor James F Cox Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
The ABS Charitable Foundation Inc
Piermont, NY
Assets
$292K
Grants
5
Total Given
$15K
Clive and Suzanne Fazioli Foundation
Andover, MA
Assets
—
Grants
5
Total Given
$8K
Utter Family Trust
Chicago, IL
Assets
$357K
Grants
5
Total Given
$20K
John and Amy Piperato Foundation Inc
Livingston Manor, NY
Assets
$390K
Grants
7
Total Given
$58K
Berdan Support Fund
Penns Grove, NJ
Assets
$2.7M
Grants
7
Total Given
$105K
The Camillo J and Florence B D'Urso
New York, NY
Assets
$1.9M
Grants
9
Total Given
$110K
More similar funders
More Funders in New York
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Monsignor James F Cox Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Monsignor James F Cox Charitable Trust down — hundreds of funders to go?