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Nonprofit · EIN 23-7416878

CHARLES M COX 1940 TRUST V-8129

Tax-exempt · DALLAS, TX 75265

Financials

$18K$32K2023$52K$35K2024$55K$37K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES M COX 1940 TRUST V-8129 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$54,781$36,683$18,098$503,010$0$503,010
December 31, 2024990-PF$51,685$34,886$16,799$484,767$0$484,767
December 31, 2023990-PF$18,452$31,803-$13,351$468,463$0$468,463
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$13,970
Net gain from sales of assets
$40,811

Expenses

Grants and similar amounts paid
$22,000
Compensation of officers, directors and key employees
$11,025
Disbursements for charitable purposes
$29,150
Excise tax on investment income
$678

Balance sheet and other

Total assets, start of year
$484,767
Total assets, end of year
$503,010
Total liabilities, end of year
$0
Net assets, end of year
$503,010
Fair market value of assets
$635,135
Qualifying distributions
$29,150
Net investment income
$54,578

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$8,025
GEORGE PADULA
28 ALDER RD, WESTWOOD, MA 02090
CO TRUSTEE1$1,000
ELIZABETH TOURTELOTTE
5 GRAYDALE CIRCLE, AUBURNDALE, MA 02466
CO TRUSTEE1$1,000
ROBERT F DRISCOLL
106 RAMSHEAD RD, MEDFORD, MA 02153
CO-TRUSTEE1$1,000
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$7,593
GEORGE PADULA
28 ALDER RD, WESTWOOD, MA 02090
CO TRUSTEE1$1,000
ELIZABETH TOURTELOTTE
5 GRAYDALE CIRCLE, AUBURNDALE, MA 02466
CO TRUSTEE1$1,000
ROBERT F DRISCOLL
106 RAMSHEAD RD, MEDFORD, MA 02153
CO-TRUSTEE1$1,000
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$6,863
GEORGE PADULA
28 ALDER RD, WESTWOOD, MA 02090
CO TRUSTEE1$1,000
ELIZABETH TOURTELOTTE
5 GRAYDALE CIRCLE, AUBURNDALE, MA 02466
CO TRUSTEE1$1,000
ROBERT F DRISCOLL
106 RAMSHEAD RD, MEDFORD, MA 02153
CO-TRUSTEE1$1,000

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% US TRUST CO
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-7416878
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1942
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$503,010
Income (IRS master file)
$120,888

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$54,781$36,683$503,010XML
990-PFDecember 2024$51,685$34,886$484,767XML
990-PFDecember 2023$18,452$31,803$468,463XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 23-7416878).

Questions about CHARLES M COX 1940 TRUST V-8129

What is the EIN of CHARLES M COX 1940 TRUST V-8129?
The employer identification number (EIN) of CHARLES M COX 1940 TRUST V-8129 is 23-7416878.
Is CHARLES M COX 1940 TRUST V-8129 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
Are donations to CHARLES M COX 1940 TRUST V-8129 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES M COX 1940 TRUST V-8129 file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES M COX 1940 TRUST V-8129 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES M COX 1940 TRUST V-8129 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of CHARLES M COX 1940 TRUST V-8129?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $8,025 (BANK OF AMERICA, TRUSTEE).
How much revenue does CHARLES M COX 1940 TRUST V-8129 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $54,781, expenses of $36,683 and total assets of $503,010 at year end.

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