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Foxx Family Foundation: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
Foxx Family Foundation (EIN 45-4540279)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-04
IRS object ID
201820949349100512
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)
Return2018-04-04T12:40:20-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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)
PersonMICAHEL J FOXXPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2018-03-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,281,617FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$205,344ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,558DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,558DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,496NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$512,971GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$204,328CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$241,411TotalRevAndExpnssAmt
Total Net Invst Incm$228,899TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$10,871OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,871OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$947TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,525OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,343TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,871TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,343TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,871TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$87,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$142,068ExcessRevenueOverExpensesAmt
Net Investment Income$218,028NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$37,511SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,278SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,278SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$946,557CorporateStockBOYAmt
Corporate Stock EOY$1,072,858CorporateStockEOYAmt
Corporate Stock EOYFMV$1,228,339CorporateStockEOYFMVAmt
Total Assets BOY$984,068TotalAssetsBOYAmt
Total Assets EOY$1,126,136TotalAssetsEOYAmt
Total Assets EOYFMV$1,281,617TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$984,068RetainedEarningBOYAmt
Retained Earning EOY$1,126,136RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$984,068TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,126,136TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$984,068TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,126,136TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$984,068TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$142,068ExcessRevenueOverExpensesAmt
Subtotal$1,126,136SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,126,136TotNetAstOrFundBalancesEOYAmt

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$512,971GrossSalesPriceAmt
Cost Or Other Basis$308,643CostOrOtherBasisAmt
Gain Or Loss$204,328GainOrLossAmt
Gains Minus Excess Or Losses$204,328GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$204,328CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$27,525AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$821,537NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.033504DistributionYr1Rt
Adjusted Qlfy Distri Yr2$38,025AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$681,445NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055801DistributionYr2Rt
Adjusted Qlfy Distri Yr3$48,025AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$641,939NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.074812DistributionYr3Rt
Adjusted Qlfy Distri Yr4$80,359AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$530,561NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.15146DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,149AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$324,062NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.022061DistributionYr5Rt
Total Distribution0.337638TotalDistributionRt
Average Distribution0.067528AverageDistributionRt
Net Vl Noncharitable Assets$1,102,553NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$74,453AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,180NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$76,633AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$87,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,180InvestmentIncomeExciseTaxAmt
Subtotal$2,180SubtotalAmt
Tax Based On Investment Income$2,180TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$900EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$900TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,280TaxDueAmt

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

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

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$1,067,396AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,947AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,119,343TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,119,343AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,790CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,102,553NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,128MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,128MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,180TaxBasedOnInvestmentIncomeAmt
Total Tax$2,180TotalTaxAmt
Distributable Before Adj$52,948DistributableBeforeAdjAmt
Distributable Before Ded$52,948DistributableBeforeDedAmt
Distributable As Adjusted$52,948DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$87,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$87,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,180PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$85,345AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,948DistributableAsAdjustedAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr4$35,429ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,605ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,739ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$59,773TotalExcessDistributionCyovAmt
Qualifying Distributions$87,525QualifyingDistributionsAmt
Applied To Current Year$52,948AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,577RemainingDistriFromCorpusAmt
Total Corpus$94,350TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$94,350ExcessDistriCyovToNextYrAmt
Excess From Year4$35,429ExcessFromYear4Amt
Excess From Year3$16,605ExcessFromYear3Amt
Excess From Year2$7,739ExcessFromYear2Amt
Excess From Current Year$34,577ExcessFromCurrentYearAmt
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 (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLAWENBURG VILLAGE SCHOOL
432 COUNTY RD 518BLAWENBURGNJ08504N/APCnew playground and fence Fund$3,000
CATHOLIC CHARITIES- DIOCESE OF METUCHEN
319 MAPLE STPERTH AMBOYNJ08861N/APCGeneral & Unrestricted$50,000
CHURCH OF SAINT CHARLES BORROMEO
376 BURNT HILL RDSKILLMANNJ08558N/APCGeneral & Unrestricted$3,000
LILYS ANGELS & DOWN SYNDROME AWARENESS FOUNDATION
PO BOX 9023633SAN JUANPR00902N/APCGeneral & Unrestricted$7,000
MONTGOMERY TOWNSHIP VOLUNTEER FIRE COMPANY NO 2
PO BOX 267BLAWENBURGNJ08504N/APCGeneral & Unrestricted$1,000
NEW JERSEY GOLF FOUNDATION INCORPORATED
PO BOX 7018BEDMINSTERNJ07921N/APCGeneral & Unrestricted$10,000
OLD DOMINION UNIVERSITY EDUCATIONAL FOUNDATION
4417 MONARCH WAYNORFOLKVA23508N/APCBiology Department -- Research project entitled "Using Coral Stress Memory to Restore Coral Reefs"$3,000
STEPS TOGETHER
51 WOODS RDHILLSBOROUGHNJ08844N/APCGeneral & Unrestricted$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,000TotalGrantOrContriPdDurYrAmt

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$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,558ExclusionAmt
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$11,496ExclusionAmt
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$36,067ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,067TotalIncomeProducingActyAmt

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 Line17 Peeble BeachAddressLine1Txt
CitySkillmanCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08558ZIPCd
FieldValueIRS element (for citing)
Total Contributions$205,344TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1ISHARES US MEDICAL DEVICES INDEX FD IHI, 400 sh.$70,9002017-11-29
1ISHARES RUSSELL 2000 IWM, 785 sh.$120,5602017-11-29
1ISHARES DJ US TECH ETF IYW, 85 sh.$13,8842017-11-29

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHUBB LIMITED$17,954$25,573
CONSUMER DISCRETIONARY SELECT$41,076$49,345
CONSUMER STAPLES SELECT SECTOR$23,757$28,729
FACEBOOK INC$12,414$26,469
ISHARES BARCLAYS 1-3 YR CD BD$38,286$38,157
ISHARES BARCLAYS US AGGREGATE$146,764$147,049
ISHARES CORE MSCI EAFE ETF$75,253$86,908
ISHARES DJ US TECH ETF$62,025$88,710
ISHARES GOLD TRUST$51,783$51,854
ISHARES MSCI EMERGING MARKETS$26,370$30,076
ISHARES MSCI USA MIN VOLATILIT$14,623$17,681
ISHARES RUSSELL 2000$31,314$35,828
LOOMIS SAYLES BOND FUND$20,242$19,933
LORD ABBETT INVESTMENT TRUST S$66,225$63,731
MATERIALS SELECT SECTOR SPDR$9,184$12,106
MFS BOND I$34,538$35,659
OPPENHEIMER SNR FLOATING RAT$19,617$19,932
PFIZER INC$16,911$19,921
PRUDENTIAL TOTAL RETURN BD FD$75,011$76,912
SELECT SECTOR SPDR ENERGY FUND$29,107$27,098
SELECT SECTOR SPDR INDUSTRIAL$41,978$57,509
SELECT SECTOR SPDR UTILITIES$10,623$12,907
SELECT SECTOR SPDR-HEALTH CARE$24,813$43,820
VANGUARD FIN ETF$51,533$66,188
VANGUARD FTSE DEVELOPED MARKET$53,834$57,645
VANGUARD FTSE EMERGING MARKETS$56,834$64,274
WISDOMTREE JAPAN HEDGED EQUITY$20,789$24,325

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$10,871Amt
Net Investment Income$10,871NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2017$900
990-PF Excise Tax for 2016$47

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