Civic Intelligence

Roscoe & Frances Cox Char Tr 99000350

EIN 91-6454934 • Milwaukee, WI

PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2025

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$10,581

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 26.5% of source-year revenue.

$500k-$1M nonprofits • Source year 2025

Asset Growth

38th percentile

-1.1%

Faster asset growth than 38% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

-0.5%

Faster revenue growth than 36% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$590,286

Down $11,465 (-1.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$590,286

No earlier filing loaded for comparison.

Revenue

Up

$39,872

Up $16,578 (+71%) from 2023

Expenses

Up

$46,333

Up $418 (+0.9%) from 2023

Net Income

Up

-$6,461

Up $16,160 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $609,393Liabilities 2010: $0Net Assets 2010: $609,3932010Assets 2011: $594,895Liabilities 2011: $02011Assets 2012: $641,507Liabilities 2012: $0Net Assets 2012: $641,5072012Assets 2013: $631,940Liabilities 2013: $0Net Assets 2013: $631,9402013Assets 2014: $697,807Liabilities 2014: $0Net Assets 2014: $697,8072014Assets 2015: $679,773Liabilities 2015: $02015Assets 2016: $659,333Liabilities 2016: $0Net Assets 2016: $659,3332016Assets 2017: $623,826Liabilities 2017: $0Net Assets 2017: $623,8262017Assets 2018: $611,285Liabilities 2018: $0Net Assets 2018: $611,2852018Assets 2019: $593,228Liabilities 2019: $0Net Assets 2019: $593,2282019Assets 2020: $562,846Liabilities 2020: $0Net Assets 2020: $562,8462020Assets 2021: $532,472Liabilities 2021: $0Net Assets 2021: $532,4722021Assets 2022: $624,374Liabilities 2022: $0Net Assets 2022: $624,3742022Assets 2023: $601,751Liabilities 2023: $12023Assets 2025: $590,286Liabilities 2025: $0Net Assets 2025: $590,2862025

Highlighted filing

2025

Assets$590,286
Liabilities$0
Net Assets$590,286

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $40,4722010Revenue 2011: $29,226Expenses 2011: $43,441Net Income 2011: -$14,2152011Expenses 2012: $44,5582012Expenses 2013: $48,5502013Revenue 2014: $117,507Expenses 2014: $51,623Net Income 2014: $65,8842014Revenue 2015: $35,589Expenses 2015: $53,457Net Income 2015: -$17,8682015Revenue 2016: $25,063Expenses 2016: $45,502Net Income 2016: -$20,4392016Revenue 2017: $9,623Expenses 2017: $45,026Net Income 2017: -$35,4032017Revenue 2018: $36,062Expenses 2018: $48,516Net Income 2018: -$12,4542018Revenue 2019: $27,242Expenses 2019: $45,228Net Income 2019: -$17,9862019Revenue 2020: $17,951Expenses 2020: $48,333Net Income 2020: -$30,3822020Revenue 2021: $21,602Expenses 2021: $51,978Net Income 2021: -$30,3762021Revenue 2022: $144,609Expenses 2022: $52,701Net Income 2022: $91,9082022Revenue 2023: $23,294Expenses 2023: $45,915Net Income 2023: -$22,6212023Revenue 2025: $39,872Expenses 2025: $46,333Net Income 2025: -$6,4612025

Highlighted filing

2025

Revenue$39,872
Expenses$46,333
Net Income-$6,461

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.40$0.46$0.06
2023Summary only. Only limited summary data is available for this year.$6.02$0.00$0.23$0.46$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$1.45$0.53$0.92
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$0.22$0.52$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$0.18$0.48$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.93$0.00$5.93$0.27$0.45$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$0.00$6.11$0.36$0.49$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.10$0.45$0.35
2016Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.25$0.46$0.20
2015Summary only. Only limited summary data is available for this year.$6.80$0.00$0.36$0.53$0.18
2014Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$1.18$0.52$0.66
2013Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.49
2012Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.45
2011Summary only. Only limited summary data is available for this year.$5.95$0.00$0.29$0.43$0.14
2010Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 7, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$10,581-$10,581
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWASHINGTON STATE UNIVERSITYSCHOLARSHIPPCPORT ANGELES, WA, US$33,427
Filing and Contact Details

Filer

Filer Name
Roscoe & Frances Cox Char Tr
EIN
91-6454934
Phone
8882657962
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
8882657962
Signed
2026-01-07
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60244199105 DEERE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6129444U700 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6230303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64502431109 L3HARRIS TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65550021109 LULULEMON ATHLETICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6657667L107 MATCH GROUP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6764110L106 NETFLIX.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6870432V102 PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6974340W103 PROLOGIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7088339J105 TRADE DESK INC THE C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7398954M101 ZILLOW GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74G54950103 LINDE PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75G6095L109 APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76127097103 COTERRA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7726142V105 DRAFTKINGS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80806857108 SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82922475108 VEEVA SYSTEMS INC-CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8392537N108 VERTIV HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8405722G100 BAKER HUGHES COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8509290D101 BLACKROCK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8611135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8714448C104 CARRIER GLOBAL CORPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8816411R208 CHENIERE ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89169656105 CHIPOTLE MEXICAN GRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90237194105 DARDEN RESTAURANTS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9131428X106 FED EX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9246120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93565394103 MAPLEBEAR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9458733R102 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95595112103 MICRON TECHNOLOGY IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96679295105 OKTA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97852234103 BLOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99872590104 T -MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10087422Q109 TALEN ENERGY CORP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101949746101 WELLS FARGO CO NEW C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt064799
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt256558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt328588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt413851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt521914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt613647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt732211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt821144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt99150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt106959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1125068
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1215131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1313870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1425418
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1522740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1678881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt087245P668 TIAA CREF INFLATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1378690820 GLENMEDE SMALL CAP E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt272369L107 PIONEER ILS INTERVAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt374440B884 PGIM TOTAL RETURN BO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287473 ISHARES RUSSELL MIDC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287457 ISHARES 1 3 YEAR TRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464287226 ISHARES CORE U.S. AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt804314H568 ARTISAN HIGH INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt956064L298 NYLI CBRE GLOBAL INF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1003463K406 ANGEL OAK MULTI STRA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464287499 ISHARES RUSSELL MID
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14808524847 SCHWAB US REIT ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16524686524 CLEARBRIDGE INTERNAT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18024524217 AMERICAN BEACON STEP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19464287432 ISHARES 20 YEAR TREA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20861728400 STONE RIDGE HY REINS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2152471E258 CLEARBRIDGE INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22808524870 SCHWAB U S TIPS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23922042742 VANGUARD TOTAL WORLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2492206C664 VANGUARD RUSSELL 200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25922908629 VANGUARD MID CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt063133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt255940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt327817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt413879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt520891
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt620552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt743573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt820686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt916063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt107060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1127727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1221659
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1691353
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt022447
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt017417
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt039872
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt039872
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017417
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01058
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09523
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010581
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt033427
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt033427
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt022398
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt022447
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6461
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030111
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt036010
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt046333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt039823
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt039872
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02583
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09712
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012906
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-08-08

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