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Nonprofit · EIN 23-6001974

SOPHIA G COXE CHARITABLE TRUST FUND

Tax-exempt · WEST CHESTER, PA 19380

Financials

$321K$301K2023$763K$292K2024
Revenue Expenses · by fiscal year end
Financials of SOPHIA G COXE CHARITABLE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$763,394$291,640$471,754$3,520,731$0$3,520,731
December 31, 2023990-PF$320,899$300,826$20,073$3,048,977$0$3,048,977
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$122,788
Net gain from sales of assets
$640,606

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$249,460
Excise tax on investment income
$10,025

Balance sheet and other

Total assets, start of year
$3,048,977
Total assets, end of year
$3,520,731
Total liabilities, end of year
$0
Net assets, end of year
$3,520,731
Fair market value of assets
$5,200,435
Qualifying distributions
$249,460
Net investment income
$763,394

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
JOHN T BOLAND
PO BOX 742, WAITSFIELD, VT 05673
DIRECTOR0.01$0
SANDWITH DRINKER
8105 EASTERN AVE, GLENSIDE, PA 19038
DIRECTOR0.01$0
J STODDARD HAYES
2008 OLD JOPPA ROAD, JOPPA, MD 21085
TREASURER0.01$0
SOPHIA F C HAYES
2008 OLD JOPPA ROAD, JOPPA, MD 21085
DIRECTOR0.01$0
SAL COXE DOBBS
9662 MCCLANAHAN RD, GREENCASTLE, PA 17225
SECRETARY0.01$0
LAUREN DRINKER PUTNAM
7342 RURAL LANE, PHILADELPHIA, PA 19119
DIRECTOR0.01$0
FRANK SKOKOSKI
823 NORTH STREET, HAZLE TOWNSHIP, PA 18201
DIRECTOR0.01$0
SHERRI DZURISHIN
MAIN STREET PO BOX 115, DRIFTON, PA 18221
EXECUTIVE DI0.01$0
JAMES HAYES III
MAIN STREET PO BOX 115, DRIFTON, PA 18221
PRESIDENT0.01$0
KEITH EBY
MAIN STREET PO BOX 115, DRIFTON, PA 18221
CORPORATE TR0.01$0
RICHARD DILIBERTO
MAIN STREET PO BOX 115, DRIFTON, PA 18221
DIRECTOR0.01$0
MARY SCHELL
MAIN STREET PO BOX 115, DRIFTON, PA 18221
DIRECTOR0.01$0
990-PF for the year ended December 31, 2023: 13 people
NameTitleHours / weekCompensation
JOHN T BOLAND
PO BOX 742, WAITSFIELD, VT 05673
DIRECTOR0.01$0
SANDWITH DRINKER
8105 EASTERN AVE, GLENSIDE, PA 19038
DIRECTOR0.01$0
J STODDARD HAYES
2008 OLD JOPPA ROAD, JOPPA, MD 21085
TREASURER0.01$0
SOPHIA F C HAYES
2008 OLD JOPPA ROAD, JOPPA, MD 21085
DIRECTOR0.01$0
SAL COXE DOBBS
9662 MCCLANAHAN RD, GREENCASTLE, PA 17225
SECRETARY0.01$0
LAUREN DRINKER PUTNAM
7342 RURAL LANE, PHILADELPHIA, PA 19119
DIRECTOR0.01$0
FRANK SKOKOSKI
823 NORTH STREET, HAZLE TOWNSHIP, PA 18201
DIRECTOR0.01$0
SHERRI DZURISHIN
MAIN STREET PO BOX 115, DRIFTON, PA 18221
EXECUTIVE DI0.01$0
JAMES HAYES III
MAIN STREET PO BOX 115, DRIFTON, PA 18221
PRESIDENT0.01$0
KEITH EBY
MAIN STREET PO BOX 115, DRIFTON, PA 18221
CORPORATE TR0.01$0
RICHARD DILIBERTO
MAIN STREET PO BOX 115, DRIFTON, PA 18221
DIRECTOR0.01$0
JEFF GICKING
MAIN STREET PO BOX 115, DRIFTON, PA 18221
DIRECTOR0.01$0
MARY SCHELL
MAIN STREET PO BOX 115, DRIFTON, PA 18221
DIRECTOR0.01$0

Address and contacts

Address (IRS master file)
17 E GAY ST STE 100, WEST CHESTER, PA 19380-3144
In care of
% J STODDARD HAYES JR ESQ
Signed the 990-PF
J STODDARD HAYES, TREASURER
Phone
(610) 696-8225
Return prepared by
FISCHER CUNNANE & ASSOCIATES LTD

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-6001974
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1951
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,520,731
Income (IRS master file)
$1,299,542

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$763,394$291,640$3,520,731IRS
990-PFDecember 2023$320,899$300,826$3,048,977XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6001974).

Questions about SOPHIA G COXE CHARITABLE TRUST FUND

What is the EIN of SOPHIA G COXE CHARITABLE TRUST FUND?
The employer identification number (EIN) of SOPHIA G COXE CHARITABLE TRUST FUND is 23-6001974.
Is SOPHIA G COXE CHARITABLE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
Are donations to SOPHIA G COXE CHARITABLE TRUST FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does SOPHIA G COXE CHARITABLE TRUST FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SOPHIA G COXE CHARITABLE TRUST FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOPHIA G COXE CHARITABLE TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of SOPHIA G COXE CHARITABLE TRUST FUND?
The 990-PF for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does SOPHIA G COXE CHARITABLE TRUST FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $763,394, expenses of $291,640 and total assets of $3,520,731 at year end.

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