Monsignor James F Cox Charitable Trust
Monsignor James F Cox Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $853K in total assets. In 2024, it awarded 5 grants totaling $98K. Net investment income was $19K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$853K
-8.8% YoY
Annual Giving
$98K
-0.9% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$20K
-0.9% YoY
Under IRS private-foundation payout rules, Monsignor James F Cox Charitable Trust reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.
About Monsignor James F Cox Charitable Trust
Based on IRS filings
Monsignor James F Cox Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORWICH, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $853K in total assets. In 2024, it awarded 5 grants totaling $98K. Net investment income was $19K.
Focus Areas
Ready to take the next step with Monsignor James F Cox Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $853,401 | $935,250 | $1,012,754 |
| Revenue | $29,845 | $34,570 | $32,914 |
| Expenses | $111,562 | $112,351 | $138,244 |
| Qualifying Distributions | $100,183 | $101,061 | $124,533 |
| Net Investment Income | $18,711 | $22,895 | $20,930 |
| Distributable Amount | $45,581 | $45,697 | $50,703 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include St Joseph's Seminary ($19,636), St Dominics Home ($19,636), Birthright of Rockland County Inc ($19,636).
| Recipient | Purpose | Amount |
|---|---|---|
| ST JOSEPH'S SEMINARY YONKERS, NY | GENERAL SUPPORT | $19,636 |
| ST DOMINICS HOME BLAUVELT, NY | GENERAL SUPPORT | $19,636 |
| BIRTHRIGHT OF ROCKLAND COUNTY INC NANUET, NY | GENERAL SUPPORT | $19,636 |
| VENTURE FOUNDATION NANUET, NY | GENERAL SUPPORT | $19,636 |
| BIRTHRIGHT OF SIDNEY INC SIDNEY, NY | GENERAL SUPPORT | $19,636 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NBT BANK NA | TRUSTEE | 1 | $11,726 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Monsignor James F Cox Charitable Trust?
Monsignor James F Cox Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORWICH, NY. It holds $853K in total assets as of 2024.
How large is Monsignor James F Cox Charitable Trust?
As of 2024, Monsignor James F Cox Charitable Trust holds $853K in total assets with $30K in annual revenue. It awarded 5 grants totaling $98K in 2024.
Where does Monsignor James F Cox Charitable Trust operate?
Monsignor James F Cox Charitable Trust has awarded grants in New York.
What size grants does Monsignor James F Cox Charitable Trust award?
In 2024, Monsignor James F Cox Charitable Trust awarded 5 grants totaling $98K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Monsignor James F Cox Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Monsignor James F Cox Charitable Trust reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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 that support many of the same organizations
Mutual of America Foundation
NEW YORK, NY
Assets
$654K
Grants
1,032
Total Given
$1.6M
The Weiner Family Foundation
ARDMORE, PA
Assets
$4.0M
Grants
28
Total Given
$373K
Sisters of Reparation Char Tr
DETROIT, MI
Assets
$11.6M
Grants
13
Total Given
$1.3M
The Abs Charitable Foundation Inc
PIERMONT, NY
Assets
$308K
Grants
10
Total Given
$20K
Bernard and Anne Spitzer
NEW YORK, NY
Assets
$326.7M
Grants
213
Total Given
$55.6M
The Independent Charitable Gift Fund
HUDSON, OH
Assets
$575.4M
Grants
1,444
Total Given
$62.3M
John and Amy Piperato Foundation in
LIVINGSTON MANOR, NY
Assets
$24K
Grants
3
Total Given
$61K
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Wilbur G Malcolm Foundation Inc
WARWICK, NY
Assets
$506K
Grants
16
Total Given
$20K
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
University of Notre Dame du Lac
NOTRE DAME, IN
Assets
$26.7B
Grants
356
Total Given
$42.0M
Citizens Charitable Foundation
JOHNSTON, RI
Assets
$1.6M
Grants
1,602
Total Given
$1.2M
More Funders in New York
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Monsignor James F Cox Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities