Foxx Family Foundation: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- Foxx Family Foundation (EIN 45-4540279)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-21
- IRS object ID
- 202001429349101195
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-21T15:33:24-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454540279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foxx Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FOXX | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J FOXX | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201425000018 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DDAE75175651FF8FBF2A0717303BA6DD16C7421B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,735,179 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $202,473 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $492 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $492 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,925 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $665,365 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $147,278 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $292,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,695 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $14,838 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,838 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,073 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,436 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $211,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $169,857 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,834 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,289,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,540,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,711,345 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,352,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,563,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,735,179 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,352,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,563,842 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,352,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,563,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,352,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,563,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,352,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $211,048 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,563,842 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,563,842 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $665,365 | GrossSalesPriceAmt |
| Cost Or Other Basis | $518,087 | CostOrOtherBasisAmt |
| Gain Or Loss | $147,278 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $147,278 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,278 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,259,349 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.02146 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,345 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,102,553 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077407 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,525 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $821,537 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033504 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $681,445 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055801 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $641,939 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074812 | DistributionYr5Rt |
| Total Distribution | 0.262984 | TotalDistributionRt |
| Average Distribution | 0.052597 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,504,101 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $79,111 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,699 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,810 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,625 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,397 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,397 | SubtotalAmt |
| Tax Based On Investment Income | $3,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,697 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Elizabeth Cozine Foxx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Brian Foxx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Dan Foxx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Michael J Foxx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Michele Foxx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Virginia Joyce Foxx | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,473,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,271 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,527,006 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,527,006 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,504,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,397 | TotalTaxAmt |
| Distributable Before Adj | $71,808 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,808 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,808 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $64,625 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $64,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,808 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $16,605 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,739 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $34,577 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $58,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,625 | QualifyingDistributionsAmt |
| Applied To Current Year | $64,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,183 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,183 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,738 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,422 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,316 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,739 | ExcessFromYear4Amt |
| Excess From Year2 | $34,577 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Michael J Foxx | ContributingManagerNm |
| Contributing Manager | Virginia Joyce Foxx | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | General & Unrestricted | $1,100 |
| BLAWENBURG VILLAGE SCHOOL | |||||||
| 432 COUNTY RD 518 | BLAWENBURG | NJ | 08504 | N/A | PC | General & Unrestricted | $2,000 |
| DIOCESE OF METUCHEN | |||||||
| 146 METLARS LN | PISCATAWAY | NJ | 08854 | N/A | PC | General & Unrestricted | $50,000 |
| PONTIFICAL INST OF RELIGIOUS TEACHERS FILIPPINI | |||||||
| 455 WESTERN AVE VILLAGE WALSH | MORRISTOWN | NJ | 07960 | N/A | PC | General & Unrestricted | $2,000 |
| STEPS TOGETHER | |||||||
| 51 WOODS RD | HILLSBOROUGH | NJ | 08844 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $492 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,925 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,694 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,111 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,111 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Foxx Michael J | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 Peeble Beach | AddressLine1Txt |
| City | Skillman | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $202,473 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ISHARES DJ US TECH ETF IYW, 365 sh. | $85,397 | 2019-12-27 |
| 1 | VANGRD TEL SVC ETF VOX, 755 sh. | $71,604 | 2019-12-27 |
| 1 | ISHARES GOLD TRUST IAU, 3000 sh. | $43,380 | 2019-12-27 |
| 1 | ISHARES TRUST MSCI EAFE INDEX FUND EFA, 30 sh. | $2,092 | 2019-12-27 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHUBB LIMITED | $18,397 | $27,241 |
| CISCO SYSTEMS INC | $28,115 | $30,934 |
| COMMUNICAT SVS SLCT SEC SPDR E | $17,616 | $21,452 |
| CONSUMER DISCRETIONARY SELECT | $28,473 | $41,389 |
| CONSUMER STAPLES SELECT SECTOR | $36,978 | $47,550 |
| ISHARES BARCLAYS US AGGREGATE | $180,283 | $186,533 |
| ISHARES CORE MSCI EAFE ETF | $67,414 | $75,026 |
| ISHARES CORE TOTAL USD BOND MA | $80,365 | $82,334 |
| ISHARES DJ US TECH ETF | $144,721 | $182,591 |
| ISHARES GOLD TRUST | $92,589 | $100,848 |
| ISHARES IBOXX $ HIGH YIELD COR | $36,159 | $36,495 |
| ISHARES JP MORGAN USD EM MKTS | $26,689 | $26,922 |
| ISHARES MSCI EMERGING MARKETS | $17,666 | $19,651 |
| ISHARES RUSSELL 2000 | $18,294 | $24,022 |
| ISHARES SHORT TERM CORPORATE B | $74,840 | $76,959 |
| ISHARES TRUST MSCI EAFE INDEX | $2,092 | $2,083 |
| LOOMIS SAYLES BOND FUND | $23,638 | $24,450 |
| LORD ABBETT INVESTMENT TRUST S | $51,528 | $51,374 |
| MATERIALS SELECT SECTOR SPDR | $13,094 | $16,891 |
| MERCK & CO INC | $30,554 | $32,287 |
| PRUDENTIAL TOTAL RETURN BD FD | $86,161 | $87,481 |
| REAL ESTATE SELECT SECTOR SPDR | $21,722 | $23,975 |
| SELECT SECTOR SPDR ENERGY FUND | $21,670 | $18,913 |
| SELECT SECTOR SPDR INDUSTRIAL | $33,453 | $42,772 |
| SELECT SECTOR SPDR UTILITIES | $22,150 | $30,371 |
| SELECT SECTOR SPDR-HEALTH CARE | $28,411 | $38,707 |
| VANGRD TEL SVC ETF | $71,604 | $70,917 |
| VANGUARD FIN ETF | $37,761 | $46,149 |
| VANGUARD FTSE DEVELOPED MARKET | $66,442 | $68,954 |
| VANGUARD FTSE EMERGING MARKETS | $73,636 | $76,266 |
| VANGUARD TOTAL STOCK MARKET ET | $87,493 | $99,808 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $14,838 | Amt |
| Net Investment Income | $14,838 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $1,700 |
| 990-PF Excise Tax for 2018 | $373 |
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