Sophia G Coxe Charitable Trust Fund is a private foundation focused on Philanthropy, based in WEST CHESTER, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it made $249K in qualifying distributions. Net investment income was $721K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
+15.5% YoY
Revenue
$763K
+137.9% YoY
Qualifying Distributions
$249K
-5.0% YoY
Expenses
$292K
-3.1% YoY
About Sophia G Coxe Charitable Trust Fund
Based on IRS filings
Sophia G Coxe Charitable Trust Fund is a private foundation focused on Philanthropy, based in WEST CHESTER, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it made $249K in qualifying distributions. Net investment income was $721K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,520,731 | $3,048,977 | $3,028,904 |
| Revenue | $763,394 | $320,899 | $87,244 |
| Expenses | $291,640 | $300,826 | $288,442 |
| Qualifying Distributions | $249,460 | $262,583 | $246,974 |
| Net Investment Income | $721,214 | $282,656 | $55,886 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN T BOLAND | DIRECTOR | 0.01 | — |
| SANDWITH DRINKER | DIRECTOR | 0.01 | — |
| J STODDARD HAYES | TREASURER | 0.01 | — |
| SOPHIA F C HAYES | DIRECTOR | 0.01 | — |
| SAL COXE DOBBS | SECRETARY | 0.01 | — |
| LAUREN DRINKER PUTNAM | DIRECTOR | 0.01 | — |
| FRANK SKOKOSKI | DIRECTOR | 0.01 | — |
| SHERRI DZURISHIN | EXECUTIVE DI | 0.01 | — |
| JAMES HAYES III | PRESIDENT | 0.01 | — |
| KEITH EBY | CORPORATE TR | 0.01 | — |
| RICHARD DILIBERTO | DIRECTOR | 0.01 | — |
| MARY SCHELL | DIRECTOR | 0.01 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Sophia G Coxe Charitable Trust Fund?
Sophia G Coxe Charitable Trust Fund is a private foundation focused on Philanthropy, based in WEST CHESTER, PA. It holds $3.5M in total assets as of 2024.
How large is Sophia G Coxe Charitable Trust Fund?
As of 2024, Sophia G Coxe Charitable Trust Fund holds $3.5M in total assets with $763K in annual revenue.
What is Sophia G Coxe Charitable Trust Fund's EIN?
Sophia G Coxe Charitable Trust Fund's EIN (Employer Identification Number) is 23-6001974. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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