Sophia G Coxe Charitable Trust Fund
- Assets
- $3.2m
- Revenue
- $496.0k
- Investments
- $3.1m
- Employees
- 0
- Location
- West Chester, PA
- Founding
- 04/1951
- Data as of
- 12/2021
- EIN
- 23-6001974
Organization Overview
Sophia G Coxe Charitable Trust Fund is located in West Chester, PA. The organization was established in 1951. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sophia G Coxe Charitable Trust Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Sophia G Coxe Charitable Trust Fund generated $496.0k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 32.2% each year . All expenses for the organization totaled $248.6k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
SCHOLARSHIPS - MMI PREPARATORY SCHOOL
OUTREACH PROGRAMS
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
J Stoddard Hayes Treasurer | 0.01 | $0 | |
John T Hersker Director | 0.01 | $0 | |
Sal Coxe Dobbs Director | 0.01 | $0 | |
Joseph G Rudawski Director | 0.01 | $0 | |
Frank Skokoski Director | 0.01 | $0 | |
Sandwith Drinker Director | 0.01 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $99,510 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $396,453 |
| Capital Gain Net Income | $396,453 |
| Net ST Capital Gain | $4,527 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $495,963 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,940 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $215,729 |
| Total operating and administrative expenses | $248,630 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $248,630 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $46,735 |
| Savings and temporary cash investments | $88,312 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $190,066 |
| Net Land, buildings, and equipment | $13,657 |
| Other assets | $0 |
| Total assets | $3,230,102 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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