Skip to main content

Nonprofit · EIN 84-6550071

COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997

Also known as JAMES M COX JOHN C COX CLAIRE F COX

Tax-exempt · EDWARDSVILLE, IL 62025

Financials

$22K$32K2023$29K$35K2024$36K$35K2025
Revenue Expenses · by fiscal year end
Financials of COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$35,726$35,259$467$515,122$0$515,122
December 31, 2024990-PF$28,844$35,274-$6,430$514,655$0$514,655
December 31, 2023990-PF$22,410$32,034-$9,624$521,085$0$521,085
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,081
Net gain from sales of assets
$23,645

Expenses

Grants and similar amounts paid
$27,900
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$27,900
Excise tax on investment income
$398

Balance sheet and other

Total assets, start of year
$514,655
Total assets, end of year
$515,122
Total liabilities, end of year
$0
Net assets, end of year
$515,122
Fair market value of assets
$605,793
Qualifying distributions
$27,900
Net investment income
$35,726

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
JAMES COX
5314 FOX CIRCLE DRIVE, EDWARDSVILLE, IL 62025
TRUSTEE/BOARD MEMBER1$0
JOHN COX
58 DOUBLING ROAD, GREENWICH, CT 06830
TRUSTEE/BOARD MEMBER1$0
FRAN COX
2544 SW 13TH AVE, CAPE CORAL, FL 33914
TRUSTEE/BOARD MEMBER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JAMES COX
5314 FOX CIRCLE DRIVE, EDWARDSVILLE, IL 62025
TRUSTEE/BOARD MEMBER1$0
JOHN COX
58 DOUBLING ROAD, GREENWICH, CT 06830
TRUSTEE/BOARD MEMBER1$0
FRAN COX
2544 SW 13TH AVE, CAPE CORAL, FL 33914
TRUSTEE/BOARD MEMBER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JAMES COX
5314 FOX CIRCLE DRIVE, EDWARDSVILLE, IL 62025
TRUSTEE/BOARD MEMBER0.1$0
JOHN COX
58 DOUBLING ROAD, GREENWICH, CT 06830
TRUSTEE/BOARD MEMBER0.1$0
FRAN COX
2544 SW 13TH AVE, CAPE CORAL, FL 33914
TRUSTEE/BOARD MEMBER0.1$0

Address and contacts

Address (IRS master file)
5314 FOX CIRCLE DR, EDWARDSVILLE, IL 62025-5707
Signed the 990-PF
JAMES COX, TRUSTEE/BOARD MEMBER
Phone
(314) 602-6024
Return prepared by
WILHELM & WILHELM LLC

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
84-6550071
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$515,122
Income (IRS master file)
$165,158

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$35,726$35,259$515,122IRS
990-PFDecember 2024$28,844$35,274$514,655IRS
990-PFDecember 2023$22,410$32,034$521,085XML
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 84-6550071).

Questions about COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997

What is the EIN of COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997?
The employer identification number (EIN) of COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997 is 84-6550071.
Is COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997 file?
Form 990-PF. Private foundations file every year.
When is the next return of COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997 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 COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997 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 COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does COX CHARITABLE FOUNDATION UTA DATED JANUARY 28 1997 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,726, expenses of $35,259 and total assets of $515,122 at year end.

Other nonprofits in EDWARDSVILLE

All nonprofits in EDWARDSVILLE · Illinois · Philanthropy, voluntarism and grantmaking foundations