FOXX FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FOXX FAMILY FOUNDATION INC (EIN 05-0564588)
Tax period
2016-01-01 to 2016-12-31
Filed
2018-11-12
IRS object ID
201833169349100418
Schema version
2016v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-12T14:53:23-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN452752726PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BPWC LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18220 SAN PEDRO NE SUITE 400AddressLine1Txt
CityALBUQUERQUECityNm
State AbbreviationNMStateAbbreviationCd
ZIP871132476ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050564588EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOXX FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFOXXBusinessNameControlTxt
Phone5058589806PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11187 LAUREL LOOP NEAddressLine1Txt
CityALBUQUERQUECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARRELL L FOXXPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5058589806PhoneNum
Signature2018-10-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE L MELTONPreparerPersonNm
PTINP00385350PTIN
Phone5052747888PhoneNum
Preparation2018-11-09PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id4C91BD132F33F4DFAB9EE2B1C16EFDE53AA9A5B5AtSubmissionCreationDeviceId
At Submission Filing Device Id86632421D01963126629D86E700F60F5C0C4D3EFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$187,952FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,857DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,857DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$294NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$47,769GrossSalesPriceAmt
Total Rev And Expnss$2,563TotalRevAndExpnssAmt
Total Net Invst Incm$2,857TotalNetInvstIncmAmt
Taxes Rev And Expnss$40TaxesRevAndExpnssAmt
Taxes Net Invst Incm$40TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$40TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$40TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,040TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$40TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,477ExcessRevenueOverExpensesAmt
Net Investment Income$2,817NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$632CashBOYAmt
Cash EOY$27,644CashEOYAmt
Cash EOYFMV$27,644CashEOYFMVAmt
Corporate Stock BOY$103,575CorporateStockBOYAmt
Corporate Stock EOY$79,147CorporateStockEOYAmt
Corporate Stock EOYFMV$90,274CorporateStockEOYFMVAmt
Corporate Bonds BOY$73,680CorporateBondsBOYAmt
Corporate Bonds EOY$63,514CorporateBondsEOYAmt
Corporate Bonds EOYFMV$63,320CorporateBondsEOYFMVAmt
Other Investments BOY$4,164OtherInvestmentsBOYAmt
Other Investments EOY$4,311OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,714OtherInvestmentsEOYFMVAmt
Total Assets BOY$182,051TotalAssetsBOYAmt
Total Assets EOY$174,616TotalAssetsEOYAmt
Total Assets EOYFMV$187,952TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$182,051UnrestrictedBOYAmt
Unrestricted EOY$174,616UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$182,051TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$174,616TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$182,051TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$174,616TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$182,051TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,477ExcessRevenueOverExpensesAmt
Other Increases$42OtherIncreasesAmt
Subtotal$174,616SubtotalAmt
Tot Net Ast Or Fund Balances EOY$174,616TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESD$3,051$3,336-$285-$285
PUBLICLY TRADED SECURITIESD$41,379$44,727-$3,348-$3,348
FieldValueIRS element (for citing)
Capital Gain Net Income-$294CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$185,869NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.080702DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$179,701NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.083472DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$157,670NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.126847DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$136,923NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.073034DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$129,119NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.120044DistributionYr5Rt
Total Distribution0.484099TotalDistributionRt
Average Distribution0.096820AverageDistributionRt
Net Vl Noncharitable Assets$185,077NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,919AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$28NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,947AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$56InvestmentIncomeExciseTaxAmt
Subtotal$56SubtotalAmt
Tax Based On Investment Income$56TaxBasedOnInvestmentIncomeAmt
Tax Due$56TaxDueAmt

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 StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateNMOrgReportOrRegisterStateCd
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
Individual With BooksCARRELL L FOXXIndividualWithBooksNm
Phone5058589806PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11187 LAUREL LOOP NEAddressLine1Txt
CityALBUQUERQUECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87122ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CARRELL L FOXX
1187 LAUREL LOOP NEALBUQUERQUENM87122PRESIDENT0.10$0$0$0
MARK LISLE
5632 W PAWNEE DRBEVERLY HILLSFL34465VICE-PRES0.10$0$0$0
JAMES LISLE
5728 LITTLE SPRING WAYFREDERICKMD21704TREASURER0.10$0$0$0
KAREN NICOLE LEMING
1187 LAUREL LOOP NEALBUQUERQUENM87122SECRETARY0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$183,757AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,138AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$187,895TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$187,895AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,818CashDeemedCharitableAmt
Net Vl Noncharitable Assets$185,077NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,254MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,254MinimumInvestmentReturnAmt
Tax Based On Investment Income$56TaxBasedOnInvestmentIncomeAmt
Total Tax$56TotalTaxAmt
Distributable Before Adj$9,198DistributableBeforeAdjAmt
Distributable Before Ded$9,198DistributableBeforeDedAmt
Distributable As Adjusted$9,198DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,000ExpensesAndContributionsAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,198DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,105ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,194ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,192ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,722ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,845ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$37,058TotalExcessDistributionCyovAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Applied To Current Year$9,198AppliedToCurrentYearAmt
Remaining Distri From Corpus$802RemainingDistriFromCorpusAmt
Total Corpus$37,860TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,105ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$28,755ExcessDistriCyovToNextYrAmt
Excess From Year4$3,194ExcessFromYear4Amt
Excess From Year3$12,192ExcessFromYear3Amt
Excess From Year2$6,722ExcessFromYear2Amt
Excess From Year1$5,845ExcessFromYear1Amt
Excess From Current Year$802ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EARTHJUSTICE
426 17TH STREET 6TH FLOOROAKLANDCA94612N/A501C3ENVIRONMENTAL$5,000
PKD FOUNDATION
9221 WARD PARKWAY 400KANSAS CITYMO64114N/A501C3MEDICAL RESEARCH$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,857ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$294ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,563ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,563TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD INFLATION$3,606$3,501
VANGUARD INTERM TERM$19,963$19,532
VANGUARD SHORT TERM$15,988$15,675
VANGAURD TOTAL BOND$23,957$24,612

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA US SMALL CAP PORT$30,458$33,950
PARNASSUS CORE EQTY FD$23,642$24,576
T ROWE PRICE GWTH STOCK$13,910$21,442
TWEEDY BROWNE GLOBAL$11,137$10,306
BARON GROWTH FD
OAKMARK INTL FD
ROYCE TOTAL RETURN FUND

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemISHARES RUSSELL ETFCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$4,311BookValueAmt
EOYFMV$6,714EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONSDesc
Amt$42Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$40Amt
Net Investment Income$40NetInvestmentIncomeAmt

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