Nonprofit · EIN 33-0936915
ROBERTA FREEMAN COX CHARITABLE FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92658
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $178,777 | $259,675 | -$80,898 | $107,453 | $0 | $107,453 |
| December 31, 2024 | 990-PF | $207,352 | $224,503 | -$17,151 | $188,351 | $0 | $188,351 |
| December 31, 2023 | 990-PF | $246,162 | $223,402 | $22,760 | $189,848 | $1 | $189,847 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $50,000
- Dividends
- $14,814
- Interest
- $1
- Net gain from sales of assets
- $113,962
Expenses
- Grants and similar amounts paid
- $231,740
- Disbursements for charitable purposes
- $231,740
- Excise tax on investment income
- $1,790
Balance sheet and other
- Total assets, start of year
- $188,351
- Total assets, end of year
- $107,453
- Total liabilities, end of year
- $0
- Net assets, end of year
- $107,453
- Qualifying distributions
- $231,740
- Net investment income
- $128,777
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERTA F COX PO BOX 9938, NEWPORT BEACH, CA 92658 | Foundation Mana | 0 | $0 |
| CAROL DAVIS HAMILTON PO BOX 9938, NEWPORT BEACH, CA 92658 | Treasurer | 0 | $0 |
| RONALD LEIFER NAYMARK PO BOX 9938, NEWPORT BEACH, CA 92658 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERTA F COX PO BOX 9938, NEWPORT BEACH, CA 92658 | Foundation Mana | 0 | $0 |
| CAROL DAVIS HAMILTON PO BOX 9938, NEWPORT BEACH, CA 92658 | Treasurer | 0 | $0 |
| RONALD LEIFER NAYMARK PO BOX 9938, NEWPORT BEACH, CA 92658 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERTA F COX PO BOX 9938, NEWPORT BEACH, CA 92658 | Foundation Mana | 0 | $0 |
| CAROL DAVIS HAMILTON PO BOX 9938, NEWPORT BEACH, CA 92658 | Treasurer | 0 | $0 |
| RONALD LEIFER NAYMARK PO BOX 9938, NEWPORT BEACH, CA 92658 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9938, NEWPORT BEACH, CA 92658-1938
- Signed the 990-PF
- ROBERTA COX, Foundation Manager
- Return prepared by
- MOSTELLER ISCHINGER & OWENS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0936915 or by the name ROBERTA FREEMAN COX CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 33-0936915
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Public safety, disaster preparedness and relief (M12)
- Assets (IRS master file)
- $107,453
- Income (IRS master file)
- $215,157
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $178,777 | $259,675 | $107,453 | IRS |
| 990-PF | December 2024 | $207,352 | $224,503 | $188,351 | IRS |
| 990-PF | December 2023 | $246,162 | $223,402 | $189,848 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0936915).
Questions about ROBERTA FREEMAN COX CHARITABLE FOUNDATION
- What is the EIN of ROBERTA FREEMAN COX CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROBERTA FREEMAN COX CHARITABLE FOUNDATION is 33-0936915.
- Is ROBERTA FREEMAN COX CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ROBERTA FREEMAN COX CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTA FREEMAN COX CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTA FREEMAN COX CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERTA FREEMAN COX CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROBERTA FREEMAN COX CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERTA FREEMAN COX CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $178,777, expenses of $259,675 and total assets of $107,453 at year end.
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All nonprofits in NEWPORT BEACH · California · Public safety, disaster preparedness and relief