The Bill and Bonnie Fox Family Foundation Inc: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
The Bill and Bonnie Fox Family Foundation Inc (EIN 26-3197278)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-12
IRS object ID
201833169349101303
Schema version
2017v2.3
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)
Return2018-11-12T12:18:54-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 Boush Street Suite 1100AddressLine1Txt
CityNorfolkCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23510ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263197278EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bill and Bonnie Fox Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE FOUNDATIONInCareOfNm
Business Name ControlBILLBusinessNameControlTxt
Phone5402977609PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15512 Quail Ridge CirAddressLine1Txt
CityRoanokeCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBONNIE W FOXPersonNm
Person TitlePresidentPersonTitleTxt
Phone5402977609PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin E RigginsPreparerPersonNm
PTINP00428136PTIN
Phone7576407190PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.249.82.14IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id54222620183165000001FederalOriginalSubmissionId
Federal Original Submission Id2018-11-12FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id27745B154FC8052976959A067951EB614792E4C1AtSubmissionCreationDeviceId
At Submission Filing Device Id6A728B3C7DC3B2EFE8A34719B7E98D0A7DB96EF7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$49,650FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,240ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$909DividendsRevAndExpnssAmt
Dividends Net Invst Incm$909DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,352NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$44,308GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,352CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,481NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$8,501TotalRevAndExpnssAmt
Total Net Invst Incm$6,261TotalNetInvstIncmAmt
Total Adj Net Incm$1,481TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,240AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,240AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$23TaxesRevAndExpnssAmt
Taxes Net Invst Incm$23TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$789OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$789OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,052TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,052TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,052TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,052TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$7,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,551ExcessRevenueOverExpensesAmt
Net Investment Income$3,209NetInvestmentIncomeAmt
Adjusted Net Income$1,481AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,003CashBOYAmt
Cash EOY$1,195CashEOYAmt
Cash EOYFMV$1,195CashEOYFMVAmt
Corporate Stock BOY$44,236CorporateStockBOYAmt
Corporate Stock EOY$44,493CorporateStockEOYAmt
Corporate Stock EOYFMV$48,455CorporateStockEOYFMVAmt
Total Assets BOY$47,239TotalAssetsBOYAmt
Total Assets EOY$45,688TotalAssetsEOYAmt
Total Assets EOYFMV$49,650TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$47,239RetainedEarningBOYAmt
Retained Earning EOY$45,688RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$47,239TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$45,688TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$47,239TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$45,688TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$47,239TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,551ExcessRevenueOverExpensesAmt
Subtotal$45,688SubtotalAmt
Tot Net Ast Or Fund Balances EOY$45,688TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ML#4085 ST AP2017-01-012017-09-15$18,759$17,278$1,481$1,481
ML#4085 LT DP2011-01-012017-12-31$21,901$19,513$2,402$2,388
ML#4085 LT EP2011-01-012017-12-31$2,613$2,179$434$434
CAPITAL GAIN DIVIDENDSP$1,035
FieldValueIRS element (for citing)
Capital Gain Net Income$5,352CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,481NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$45,868NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$46,241NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,445AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$48,056NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.071687DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$44,544NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$39,755NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.071687TotalDistributionRt
Average Distribution0.014337AverageDistributionRt
Net Vl Noncharitable Assets$51,926NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$744AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$32NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$776AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$32InvestmentIncomeExciseTaxAmt
Subtotal$32SubtotalAmt
Tax Based On Investment Income$32TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$32TaxDueAmt

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 StateVAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5402977609PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15512 QUAIL RIDGE CIRAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24018ZIPCd
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 PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12014UndistributedIncomePY1Yr
Undistributed Income PY22015UndistributedIncomePY2Yr
Undistributed Income PY32016UndistributedIncomePY3Yr
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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
BONNIE W FOX
5512 Quail Ridge CirRoanokeVA24018PRESIDENT0$0$0$0
KELSEY FOX YARDLEY
2719 WYCLIFF AVEROANOKEVA24014VICE PRESIDENT0$0$0$0
ALISON FOX RICHARDS
8056 GENEA WAYFALLS CHURCHVA24042TREASURER0$0$0$0
JOHN NICHOLAS FOX
1255 HAMILTON TERROANOKEVA24014SECRETARY0$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$51,552AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,165AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$52,717TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$52,717AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$791CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,926NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,596MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,596MinimumInvestmentReturnAmt
Tax Based On Investment Income$32TaxBasedOnInvestmentIncomeAmt
Total Tax$32TotalTaxAmt
Distributable Before Adj$2,564DistributableBeforeAdjAmt
Distributable Before Ded$2,564DistributableBeforeDedAmt
Distributable As Adjusted$2,564DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$32PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,968AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,564DistributableAsAdjustedAmt
Undistributed Income PY$2,293UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$3,448TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$7,000QualifyingDistributionsAmt
Applied To Year1$2,293AppliedToYear1Amt
Applied To Prior Years$3,448AppliedToPriorYearsAmt
Applied To Current Year$1,259AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$1,305UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SECOND PRESBYTERIAN CHURCHBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1214 Mountain AveAddressLine1Txt
CityRoanokeCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24016ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeFURTHER DONEE'S CHARITABLE PURPOSE.GrantOrContributionPurposeTxt
Amt$7,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$909ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,352ExclusionAmt
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$6,261ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,261TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,240Amt
Net Investment Income$2,240NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Identifier1IdentifierTxt
Form And Line ReferenceForm 990-PF, Part XIII, Line 4(b)FormAndLineReferenceDesc
Medium ExplanationIRC Section 4942(h)(2) election The Bill and Bonnie Fox Family Foundation elects pursuant to Section 4942(h)(2) of the Internal Revenue code and Reg. 53.4942(a)-3(d)(2) to treat qualifying distributions for the current tax year ended 12/31/2017, in excess of the undistributed income of the immediately preceding taxable year as being made from the prior years undistributed income as follows: $1,176 from tax year 2014 $2,272 from tax year 2015 $3,448 totalMediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH A/C #04085StockNm
EOY Book Value$44,493EOYBookValueAmt
EOYFMV$48,455EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMERRILL LYNCH ACCT MGMT FEESDesc
Revenue And Expenses Per Books$789RevenueAndExpensesPerBooksAmt
Net Investment Income$789NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc
MERRILL LYNCH - NONDIVIDEND DISTRIBUTION
MISCELLANEOUS

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$23Amt
Net Investment Income$23NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.