J Samuel & Rose Y Cox Foundation Tr Uw

Pittsburgh, PA
Tax-exempt since Jan. 2002
EIN: 25-1896543

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$174k (2025)

Expenses

$196k (2025)

Total Assets

$2.76M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Revenue

$173,709

Expenses

$196,032

Net Income

-$22,323

Net Assets

$2,756,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,289	47.4%
Sales of Assets	$91,420	52.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,225	83.8%
Compensation of Officers*	$35,158	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,756,142
Total Liabilities	$0
Net Assets	$2,756,142

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$35,158	$0

990-PF

Filed on Oct. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2024

Revenue

$146,134

Expenses

$168,288

Net Income

-$22,154

Net Assets

$2,778,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,165	48.0%
Sales of Assets	$72,781	49.8%
Other Income	$3,188	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,319	84.0%
Compensation of Officers*	$32,576	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,778,741
Total Liabilities	$0
Net Assets	$2,778,741

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank N A (Trustee)	$32,576	$0

990-PF

Filed on Feb. 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending May
2023

Revenue

-$76,225

Expenses

$171,784

Net Income

-$248,009

Net Assets

$2,787,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,269
Sales of Assets	-$142,494
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,206	82.8%
Compensation of Officers*	$31,977	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,787,040
Total Liabilities	$0
Net Assets	$2,787,040

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$31,977	$0

990-PF

Filed on Aug. 2, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2022

Revenue

$320,239

Expenses

$204,460

Net Income

$115,779

Net Assets

$3,035,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,876	23.4%
Sales of Assets	$245,363	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,778	85.5%
Compensation of Officers*	$36,257	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,035,482
Total Liabilities	$0
Net Assets	$3,035,482

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$36,257	$0

990-PF

Filed on Oct. 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2021

Revenue

$157,620

Expenses

$175,983

Net Income

-$18,363

Net Assets

$2,919,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,166	36.9%
Sales of Assets	$99,213	62.9%
Other Income	$241	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,348	85.4%
Compensation of Officers*	$34,462	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,919,011
Total Liabilities	$1
Net Assets	$2,919,010

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$34,462	$0

990-PF

Filed on Oct. 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2020

Revenue

-$13,386

Expenses

$171,016

Net Income

-$184,402

Net Assets

$2,941,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,177
Sales of Assets	$0
Other Income	$12,017

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,456	86.2%
Compensation of Officers*	$32,937	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,941,387
Total Liabilities	$1
Net Assets	$2,941,386

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$32,937	$0

990-PF

Filed on Oct. 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2019

Revenue

$123,682

Expenses

$202,225

Net Income

-$78,543

Net Assets

$3,125,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,979	55.0%
Sales of Assets	$55,703	45.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,034	77.2%
Compensation of Officers*	$32,835	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,125,536
Total Liabilities	$0
Net Assets	$3,125,536

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$32,835	$0

990-PF

Filed on June 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2018

Revenue

$718,723

Expenses

$167,605

Net Income

$551,118

Net Assets

$3,204,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,331	7.8%
Sales of Assets	$650,479	90.5%
Other Income	$11,913	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,010	77.0%
Compensation of Officers*	$41,658	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,204,081
Total Liabilities	$0
Net Assets	$3,204,081

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$41,658	$0

990-PF

Filed on July 2, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2017

Revenue

$286,544

Expenses

$159,931

Net Income

$126,613

Net Assets

$2,652,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,038	18.9%
Sales of Assets	$226,559	79.1%
Other Income	$5,947	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,510	84.7%
Compensation of Officers*	$30,415	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,652,976
Total Liabilities	$0
Net Assets	$2,652,976

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$30,415	$0

990-PF

Filed on Jan. 22, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2016

Revenue

$108,135

Expenses

$202,512

Net Income

-$94,377

Net Assets

$2,526,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,701	54.3%
Sales of Assets	$49,434	45.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,176	83.0%
Compensation of Officers*	$30,635	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,526,395
Total Liabilities	$0
Net Assets	$2,526,395

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$30,635	$0

990-PF

Filed on July 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2015

Revenue

$386,142

Expenses

$167,368

Net Income

$218,774

Net Assets

$2,620,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,465	16.7%
Sales of Assets	$321,677	83.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,483	79.8%
Compensation of Officers*	$32,153	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,620,754
Total Liabilities	$0
Net Assets	$2,620,754

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$32,153	$0

990-PF

Filed on April 7, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2014

Revenue

$263,213

Expenses

$149,566

Net Income

$113,647

Net Assets

$2,433,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.0%
Dividends	$53,496	20.3%
Sales of Assets	$206,878	78.6%
Other Income	$2,817	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,127	82.3%
Compensation of Officers*	$30,737	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,433,714
Total Liabilities	$0
Net Assets	$2,433,714

Compensation

Key Employees and Officers	Compensation	Other
Pnc Bank Na (Trustee)	$30,737	$0

990-PF

Filed on Oct. 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2013

Revenue

$139,920

Expenses

$150,384

Net Income

-$10,464

Net Assets

$2,319,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$74	0.1%
Dividends	$53,793	38.4%
Sales of Assets	$78,492	56.1%
Other Income	$7,561	5.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,377	84.7%
Compensation of Officers*	$28,159	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,319,275
Total Liabilities	$1
Net Assets	$2,319,274

990-PF

Filed on Jan. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2012

Revenue

$66,027

Expenses

$141,498

Net Income

-$75,471

Net Assets

$2,329,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39	0.1%
Dividends	$46,458	70.4%
Sales of Assets	$19,513	29.6%
Other Income	$17	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,269	75.8%
Compensation of Officers*	$21,896	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,329,419
Total Liabilities	$1
Net Assets	$2,329,418

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated March 23, 2026

J Samuel & Rose Y Cox Foundation Tr Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $174k (2025)

Expenses $196k (2025)

Total Assets $2.76M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$174k (2025)

Expenses

$196k (2025)

Total Assets

$2.76M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

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2024

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2023

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2022

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2021

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2020

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2008

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2007

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2003