Roberta Freeman Cox Charitable Foundation

Newport Beach, CA
Tax-exempt since June 2003
EIN: 33-0936915

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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: Public Safety, Disaster Preparedness and Relief / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$207k (2024)

Expenses

$225k (2024)

Total Assets

$188k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$207,352

Expenses

$224,503

Net Income

-$17,151

Net Assets

$188,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,000	36.2%
Interest Revenue	$1	0.0%
Dividends	$14,046	6.8%
Sales of Assets	$118,305	57.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$222,400	99.1%
Compensation of Officers*	$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	$188,351
Total Liabilities	$0
Net Assets	$188,351

Compensation

Key Employees and Officers	Compensation	Other
Roberta F Cox (Foundation Mana)	$0	$0
Carol Davis Hamilton (Treasurer)	$0	$0
Ronald Leifer Naymark (Secretary)	$0	$0

990-PF

Filed on May 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$246,162

Expenses

$223,402

Net Income

$22,760

Net Assets

$189,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,000	60.9%
Interest Revenue	$1	0.0%
Dividends	$14,397	5.8%
Sales of Assets	$76,264	31.0%
Other Income	$5,500	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$218,090	97.6%
Compensation of Officers*	$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	$189,848
Total Liabilities	$1
Net Assets	$189,847

Compensation

Key Employees and Officers	Compensation	Other
Roberta F Cox (Foundation Mana)	$0	$0
Carol Davis Hamilton (Treasurer)	$0	$0
Ronald Leifer Naymark (Secretary)	$0	$0

990-PF

Filed on May 2, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$195,228

Expenses

$253,266

Net Income

-$58,038

Net Assets

$167,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	25.6%
Interest Revenue	$2	0.0%
Dividends	$16,932	8.7%
Sales of Assets	$128,294	65.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,950	95.1%
Compensation of Officers*	$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	$167,087
Total Liabilities	$0
Net Assets	$167,087

Compensation

Key Employees and Officers	Compensation	Other
Roberta F Cox (Foundation Mana)	$0	$0
Carol Davis Hamilton (Treasurer)	$0	$0
Ronald Leifer Naymark (Secretary)	$0	$0

990-PF

Filed on May 15, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$66,778

Expenses

$117,271

Net Income

-$50,493

Net Assets

$225,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,000	22.5%
Interest Revenue	$3	0.0%
Dividends	$16,505	24.7%
Sales of Assets	$35,270	52.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,335	98.3%
Compensation of Officers*	$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	$225,125
Total Liabilities	$0
Net Assets	$225,125

Compensation

Key Employees and Officers	Compensation	Other
Roberta F Cox (Foundation Mana)	$0	$0
Carol Davis Hamilton (Treasurer)	$0	$0
Ronald Leifer Naymark (Secretary)	$0	$0

990-PF

Filed on May 12, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$110,520

Expenses

$31,545

Net Income

$78,975

Net Assets

$276,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,000	24.4%
Interest Revenue	$2	0.0%
Dividends	$16,245	14.7%
Sales of Assets	$67,273	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,500	96.7%
Compensation of Officers*	$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	$276,459
Total Liabilities	$121
Net Assets	$276,338

Compensation

Key Employees and Officers	Compensation	Other
Roberta F Cox (Foundation Mana)	$0	$0
Carol Davis Hamilton (Treasurer)	$0	$0
Ronald Leifer Naymark (Secretary)	$0	$0

990-PF

Filed on Sept. 20, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$140,340

Expenses

$198,051

Net Income

-$57,711

Net Assets

$199,162

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,000	64.1%
Interest Revenue	$9	0.0%
Dividends	$18,364	13.1%
Sales of Assets	$31,967	22.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,690	94.3%
Compensation of Officers*	$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	$199,163
Total Liabilities	$1
Net Assets	$199,162

Compensation

Key Employees and Officers	Compensation	Other
Roberta F Cox (Foundation Mana)	$0	$0
Carol Davis Hamilton (Treasurer)	$0	$0
Ronald Leifer Naymark (Secretary)	$0	$0

990-PF

Filed on May 12, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$143,426

Expenses

$179,311

Net Income

-$35,885

Net Assets

$257,241

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$93,000	64.8%
Interest Revenue	$24	0.0%
Dividends	$18,935	13.2%
Sales of Assets	$31,467	21.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,755	94.1%
Compensation of Officers*	$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	$257,241
Total Liabilities	$0
Net Assets	$257,241

Compensation

Key Employees and Officers	Compensation	Other
Roberta F Cox (Foundation Mana)	$0	$0
Carol Davis Hamilton (Treasurer)	$0	$0
Ronald Leifer Naymark (Secretary)	$0	$0

990-PF

Filed on May 13, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$129,247

Expenses

$206,295

Net Income

-$77,048

Net Assets

$294,135

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,000	8.5%
Interest Revenue	$24	0.0%
Dividends	$24,097	18.6%
Sales of Assets	$94,126	72.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,296	96.6%
Compensation of Officers*	$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	$294,135
Total Liabilities	$0
Net Assets	$294,135

Compensation

Key Employees and Officers	Compensation	Other
Roberta F Cox (Foundation Mana)	$0	$0
Carol Davis Hamilton (Treasurer)	$0	$0
Ronald Leifer Naymark (Secretary)	$0	$0

990-PF

Filed on May 9, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$148,658

Expenses

$185,877

Net Income

-$37,219

Net Assets

$373,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	6.7%
Interest Revenue	$5	0.0%
Dividends	$22,739	15.3%
Sales of Assets	$115,914	78.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,123	99.1%
Compensation of Officers*	$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	$374,962
Total Liabilities	$1,414
Net Assets	$373,548

Compensation

Key Employees and Officers	Compensation	Other
Roberta F Cox (Foundation Mana)	$0	$0
Carol Davis Hamilton (Treasurer)	$0	$0
Ronald Leifer Naymark (Secretary)	$0	$0

990-PF

Filed on July 13, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$86,857

Expenses

$168,500

Net Income

-$81,643

Net Assets

$413,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	23.0%
Interest Revenue	$1	0.0%
Dividends	$25,758	29.7%
Sales of Assets	$41,098	47.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,605	99.5%
Compensation of Officers*	$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	$413,540
Total Liabilities	$0
Net Assets	$413,540

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$90,681

Expenses

$132,304

Net Income

-$41,623

Net Assets

$496,520

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$25,207	27.8%
Sales of Assets	$63,123	69.6%
Other Income	$2,340	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,400	99.3%
Compensation of Officers*	$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	$496,957
Total Liabilities	$437
Net Assets	$496,520

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$66,380

Expenses

$123,251

Net Income

-$56,871

Net Assets

$539,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$26,418	39.8%
Sales of Assets	$39,958	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,667	98.7%
Compensation of Officers*	$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	$540,152
Total Liabilities	$242
Net Assets	$539,910

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$47,192

Expenses

$108,862

Net Income

-$61,670

Net Assets

$598,109

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$28,598	60.6%
Sales of Assets	$18,583	39.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,985	99.2%
Compensation of Officers*	$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	$598,109
Total Liabilities	$0
Net Assets	$598,109

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$53,512

Expenses

$89,815

Net Income

-$36,303

Net Assets

$660,723

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$30,047	56.2%
Sales of Assets	$23,459	43.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,065	99.2%
Compensation of Officers*	$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	$660,753
Total Liabilities	$30
Net Assets	$660,723

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated March 23, 2026

Roberta Freeman Cox Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $207k (2024)

Expenses $225k (2024)

Total Assets $188k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$207k (2024)

Expenses

$225k (2024)

Total Assets

$188k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001