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Foxx Family Foundation: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
Foxx Family Foundation (EIN 45-4540279)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-06
IRS object ID
202232799349100328
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-06T15:17:25-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454540279EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foxx Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlFOXXBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personmichael foxxPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-09-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstmichaelPersonFirstNm
Person LastfoxxPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,367,584FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$101,367ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$39,688DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,688DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$59,390NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$678,011GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$241,059CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$200,446TotalRevAndExpnssAmt
Total Net Invst Incm$280,748TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$21,590OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$21,590OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,700TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,525OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,815TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,590TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$85,815TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,590TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$114,631ExcessRevenueOverExpensesAmt
Net Investment Income$259,158NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,982SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,837SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,837SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,764,447CorporateStockBOYAmt
Corporate Stock EOY$1,875,223CorporateStockEOYAmt
Corporate Stock EOYFMV$2,352,747CorporateStockEOYFMVAmt
Total Assets BOY$1,775,429TotalAssetsBOYAmt
Total Assets EOY$1,890,060TotalAssetsEOYAmt
Total Assets EOYFMV$2,367,584TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,775,429RetainedEarningBOYAmt
Retained Earning EOY$1,890,060RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,775,429TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,890,060TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,775,429TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,890,060TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,775,429TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$114,631ExcessRevenueOverExpensesAmt
Subtotal$1,890,060SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,890,060TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$678,011GrossSalesPriceAmt
Cost Or Other Basis$436,952CostOrOtherBasisAmt
Gain Or Loss$241,059GainOrLossAmt
Gains Minus Excess Or Losses$241,059GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$241,059CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,602InvestmentIncomeExciseTaxAmt
Subtotal$3,602SubtotalAmt
Tax Based On Investment Income$3,602TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,447EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$300ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$3,747TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$145OverpaymentAmt
Applied To ES Tax$145AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Elizabeth Cozine Foxx
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Brian Foxx
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Dan Foxx
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Michael J Foxx
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Michele Foxx
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Virginia Joyce Foxx
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,220,173AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,202AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,236,375TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,236,375AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,546CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,202,829NetVlNoncharitableAssetsAmt
Minimum Investment Return$110,141MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$110,141MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,602TaxBasedOnInvestmentIncomeAmt
Total Tax$3,602TotalTaxAmt
Distributable Before Adj$106,539DistributableBeforeAdjAmt
Distributable Before Ded$106,539DistributableBeforeDedAmt
Distributable As Adjusted$106,539DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$62,525QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$106,539DistributableAsAdjustedAmt
Undistributed Income PY$19,724UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Qualifying Distributions$62,525QualifyingDistributionsAmt
Applied To Year1$19,724AppliedToYear1Amt
Applied To Current Year$42,801AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$63,738UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMichael J FoxxContributingManagerNm
Contributing ManagerVirginia Joyce FoxxContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLAWENBURG VILLAGE SCHOOL
432 COUNTY RD 518BLAWENBURGNJ08504N/APCGeneral & Unrestricted$5,000
MILES OF SMILES FOUNDATION INC
5821 SUNNYSIDE LNFORT MYERSFL33919N/APCGeneral & Unrestricted$45,000
WADES ARMY
PO BOX 215SKILLMANNJ08558N/APCGeneral & Unrestricted$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,688ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$59,390ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$99,079ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,079TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonFoxx Michael JContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line115721 Queensferry DriveAddressLine1Txt
CityFort MyersCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33912ZIPCd
FieldValueIRS element (for citing)
Total Contributions$101,367TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1APPLE INC AAPL, 108 sh.$19,0142021-12-23
1HOME DEPOT INC HD, 45 sh.$17,8752021-12-23
1HOME DEPOT INC HD, 50 sh.$19,8622021-12-23
1ISHARES DJ US TECH ETF IYW, 135 sh.$15,4772021-12-23
1MICROSOFT CORP MSFT, 67 sh.$22,4162021-12-23
1NEXTERA ENERGY, INC NEE, 74 sh.$6,7232021-12-23

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE SYSTEMS, INC$31,837$52,737
AMAZON COM$31,976$43,346
CHUBB LIMITED$21,471$34,796
COMMUNICATION SVCS SLCT SCTR S$26,007$40,782
CONSUMER DISCRETIONARY SELECT$20,666$45,999
CONSUMER STAPLES SELECT SECTOR$64,657$80,966
ISHARES BARCLAYS US AGGREGATE$120,571$123,777
ISHARES CORE MSCI EAFE ETF$81,626$102,257
ISHARES CORE MSCI EMERGING MAR$42,028$48,187
ISHARES CORE TOTAL USD BOND MA$139,914$141,588
ISHARES DJ US TECH ETF$88,311$228,491
ISHARES GOLD TR$82,384$95,553
ISHARES IBOXX $ HIGH YIELD COR$58,367$58,732
ISHARES SHORT TERM CORPORATE B$143,074$141,703
LOOMIS SAYLES BOND FUND$26,643$27,038
LORD ABBETT INVESTMENT TRUST S$80,526$79,353
MATERIALS SELECT SECTOR SPDR$19,432$32,620
PRUDENTIAL TOTAL RETURN BD FD$141,110$141,481
SELECT SECTOR SPDR ENERGY FUND$17,187$28,583
SELECT SECTOR SPDR INDUSTRIAL$65,944$96,287
SELECT SECTOR SPDR UTILITIES$9,768$12,169
SELECT SECTOR SPDR-HEALTH CARE$77,398$115,530
SPDR BLACKSTONE/GSO SENIOR LOA$47,140$47,227
VANGUARD FIN ETF$66,551$94,156
VANGUARD FTSE DEVELOPED MARKET$91,820$111,311
VANGUARD FTSE EMERGING MARKETS$53,095$61,083
VANGUARD SF REIT ETF$15,990$29,003
VANGUARD SHORT TERM CORPORATE$90,127$88,573
VANGUARD SM-CAP ETF$42,204$59,893
VANGUARD TOTAL STOCK MARKET ET$22,108$31,387
VISA INC$20,873$22,755
ZOETIS INC$34,418$35,384

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,500$7,500
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$21,590Amt
Net Investment Income$21,590NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2021CategoryTxt
Amt$1,700Amt

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