Roberta Freeman Cox Charitable Foundation
- Assets
- $167.1k
- Revenue
- $195.2k
- Investments
- $126.6k
- Employees
- 0
- Location
- Newport Beach, CA
- Founding
- 06/2003
- Data as of
- 12/2022
- EIN
- 33-0936915
Organization Overview
Roberta Freeman Cox Charitable Foundation is located in Newport Beach, CA. The organization was established in 2003. According to its NTEE Classification (M12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Public Safety, Disaster Preparedness & Relief and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roberta Freeman Cox Charitable Foundation 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 12/2022, Roberta Freeman Cox Charitable Foundation generated $195.2k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.0% each year. All expenses for the organization totaled $253.3k during the year ending 12/2022. While expenses have increased by 4.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Roberta Freeman Cox Charitable Foundation has awarded 255 individual grants totaling $938,959. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Roberta F Cox Foundation Mana | 0 | $0 | |
Carol Davis Hamilton Treasurer | 0 | $0 | |
Ronald Leifer Naymark Secretary | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $50,000 |
| Interest on Savings | $2 |
| Dividends & Interest | $16,932 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $128,294 |
| Capital Gain Net Income | $128,294 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $195,228 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $11,278 |
| Printing and publications | $0 |
| Other expenses | $288 |
| Total operating and administrative expenses | $12,316 |
| Contributions, gifts, grants paid | $240,950 |
| Total expenses and disbursements | $253,266 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $36,856 |
| Savings and temporary cash investments | $2,941 |
| 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 | $720 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1 |
| Total assets | $167,087 |
| 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 |
Grants Awarded
Over the last fiscal year, Roberta Freeman Cox Charitable Foundation has awarded $240,950 in support to 51 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN LEGION AUXILIARY FOUNDATIO PURPOSE: TO FURTHER THEIR EXEMPT PURPOSE | $10,000 |
BOYS AND GIRLS CLUB OF LAGUNA BEACH PURPOSE: TO FURTHER THEIR EXEMPT PURPOSE | $1,000 |
DIAVOLO VETERANS PROJECT PURPOSE: TO FURTHER THEIR EXEMPT PURPOSE | $5,000 |
THE ECOLOGY CENTER PURPOSE: TO FURTHER THEIR EXEMPT PURPOSE | $500 |
COLORADO MOUNTAIN COLLEGE FOUNDATIO PURPOSE: TO FURTHER THEIR EXEMPT PURPOSE | $2,200 |
HACKENSACK AREA FIRE RESCUE PURPOSE: TO FURTHER THEIR EXEMPT PURPOSE | $200 |