Roscoe & Frances Cox Char Tr

MILWAUKEE, WI EIN: 91-6454934

Roscoe & Frances Cox Char Tr is a private foundation focused on Education, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $597K in total assets. In 2024, it awarded 1 grants totaling $33K. Net investment income was $29K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$597K

-0.8% YoY

Annual Giving

$33K

+7.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$33K

+7.4% YoY

Under IRS private-foundation payout rules, Roscoe & Frances Cox Char Tr reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.

About Roscoe & Frances Cox Char Tr

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $175K (100%)

States

Washington

Cities

Pullman

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$596,790	$601,751	$624,374
Revenue	$40,074	$23,294	$144,609
Expenses	$45,055	$45,915	$52,701
Qualifying Distributions	$35,535	$33,167	$42,070
Net Investment Income	$29,028	$14,131	$134,193
Distributable Amount	$31,395	$30,698	$32,301

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Washington State University Fdn ($32,859).

Recipient	Purpose	Amount
WASHINGTON STATE UNIVERSITY FDN PULLMAN, WA	SCHOLARSHIPS	$32,859

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	CORP. TRUSTEE	1	$10,261

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Roscoe & Frances Cox Char Tr?

Roscoe & Frances Cox Char Tr is a private foundation focused on Education, based in MILWAUKEE, WI. It holds $597K in total assets as of 2024.

How large is Roscoe & Frances Cox Char Tr?

As of 2024, Roscoe & Frances Cox Char Tr holds $597K in total assets with $40K in annual revenue. It awarded 1 grants totaling $33K in 2024.

Where does Roscoe & Frances Cox Char Tr operate?

Roscoe & Frances Cox Char Tr has awarded grants in Washington.

What size grants does Roscoe & Frances Cox Char Tr award?

In 2024, Roscoe & Frances Cox Char Tr awarded 1 grants totaling $33K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is Roscoe & Frances Cox Char Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Roscoe & Frances Cox Char Tr reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.