Roscoe & Frances Cox Charitable Trust 99000350 is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1999, with $39,872 in FY2024 revenue. CharityIndex grades it C.
Revenue (FY2024)
$40K
▼ 0.5% vs prior year
Education median: $200K
Expenses (FY2024)
$46K
Net assets
$590K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Roscoe & Frances Cox Charitable Trust 99000350— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Roscoe & Frances Cox Charitable Trust 99000350: 153 mo reserves · -16% margin earns a C+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Roscoe & Frances Cox Charitable Trust 99000350— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Roscoe & Frances Cox Charitable Trust 99000350: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $118K (FY2013) to $40K (FY2024) across 11 reported years.
Financial snapshot
Operating margin
-16.2%
Spent more than it raised in the latest fiscal year.
Total assets
$590K
Total liabilities
$0
Net assets
$590K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $39,872▼0.5% | $46,333▲2.8% | $590,286▼1.1% | $590,286▼1.1% | 990PF |
| 2023 | $40,074▲72.0% | $45,055▼1.9% | $596,790▼0.8% | $596,790▼0.8% | 990PF |
| 2022 | $23,294▼83.9% | $45,915▼12.9% | $601,751▼3.6% | $601,751▼3.6% | 990PF |
| 2021 | $144,609▲569% | $52,701▲1.4% | $624,374▲17.3% | $624,374▲17.3% | 990PF |
| 2020 | $21,602▲20.3% | $51,978▲7.5% | $532,472▼5.4% | $532,472▼5.4% | 990PF |
| 2019 | $17,951▼34.1% | $48,333▲6.9% | $562,846▼5.1% | $562,846▼5.1% | 990PF |
| 2018 | $27,242▼24.5% | $45,228▼6.8% | $593,228▼3.0% | $593,228▼3.0% | 990PF |
| 2017 | $36,062▲275% | $48,516▲7.8% | $611,285▼2.0% | $611,285▼2.0% | 990PF |
| 2016 | $9,623▼61.6% | $45,026▼1.0% | $623,826▼5.4% | $623,826▼5.4% | 990PF |
| 2015 | $25,063▼78.7% | $45,502▼11.9% | $659,333▼5.5% | $659,333▼5.5% | 990PF |
| 2013 | $117,507 | $51,623▲6.3% | $697,807▲10.4% | $697,807▲10.4% | 990PF |
| 2012 | — | $48,550▲9.0% | $631,940▼1.5% | $631,940▼1.5% | 990PF |
| 2011 | — | $44,558▲10.1% | $641,507▲5.3% | $641,507▲5.3% | 990PF |
| 2009 | — | $40,472 | $609,393 | $609,393 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Roscoe & Frances Cox Charitable Trust 99000350 (EIN 91-6454934) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.