Roscoe & Frances Cox Char Tr
Roscoe & Frances Cox Char Tr is a private foundation focused on Education, based in Milwaukee, WI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $590K in total assets. In 2025, it awarded 1 grant totaling $33K. Net investment income was $30K.
Roscoe & Frances Cox Char Tr at a glance
In short: Roscoe & Frances Cox Char Tr gave $33K across 1 grant in 2025 (avg $33K), mostly in Washington. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $33,427
- +1.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $33,427
- +1.7% vs 2024
- Median grant
- $33,427
- Total assets
- $590,286
- -1.1% vs 2024
- Primary geography
- Washington (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 Roscoe & Frances Cox Char Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Washington State University ($33K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (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 Roscoe & Frances Cox Char Tr gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 110% 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 2019 to 2025, annual grant giving ranged from $31K (2023) to $39K (2022). In 2025 it made 1 grant totaling $33K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Washington State University Port Angeles, WA | Scholarship | $33,427 |
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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 | $590,286 | $39,872 | $46,333 | $33,427 | 1 | $36,010 | $30,111 | $32,641 |
| 2024 | $596,790 | $40,074 | $45,055 | $32,859 | 1 | $35,535 | $29,028 | $31,395 |
| 2023 | $601,751 | $23,294 | $45,915 | $30,590 | 1 | $33,167 | $14,131 | $30,698 |
| 2022 | $624,374 | $144,609 | $52,701 | $39,416 | 1 | $42,070 | $134,193 | $32,301 |
| 2021 | $532,472 | $21,602 | $51,978 | $36,920 | 1 | — | $10,563 | $36,775 |
| 2020 | $562,846 | $17,951 | $48,333 | $35,601 | 1 | — | $7,970 | $32,824 |
| 2019 | $593,228 | $27,242 | $45,228 | $31,927 | 1 | — | $17,349 | $32,878 |
Under IRS private-foundation payout rules, Roscoe & Frances Cox Char Tr reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Roscoe & Frances Cox Char Tr's only listed officer is US Bank N A, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
New on the 2025 filing
1 hr/week
$11K (2025)
Former officers (1)
- Former: US Bank NA (2019–2024) — Corp. Trustee
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 $11K, to US Bank N a (Trustee).
Frequently asked questions about Roscoe & Frances Cox Char Tr
How much does Roscoe & Frances Cox Char Tr give each year?
Roscoe & Frances Cox Char Tr gave $33K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 1 grant.
How large is Roscoe & Frances Cox Char Tr?
Roscoe & Frances Cox Char Tr reported $590K in total assets on its 2025 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets).
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 $590K in total assets as of 2025.
Where does Roscoe & Frances Cox Char Tr operate?
Roscoe & Frances Cox Char Tr has awarded grants in Washington.
What is Roscoe & Frances Cox Char Tr's EIN?
Roscoe & Frances Cox Char Tr's EIN (Employer Identification Number) is 91-6454934. 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
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 10, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Roscoe & Frances Cox Char Tr funds
Education Open opportunities, soonest deadline first.
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