Foxx Family Foundation: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- Foxx Family Foundation (EIN 45-4540279)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-14
- IRS object ID
- 201622589349100012
- Schema version
- 2015v2.1
- 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 | 2016-09-14T13:33:26-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-08-30 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $810,585 | 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 | $172,014 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,530 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $465,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,605 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $233,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,138 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,841 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,841 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,377 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $187,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,297 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,510 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,106 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,106 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $572,060 | CorporateStockBOYAmt |
| Corporate Stock EOY | $745,765 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $757,479 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $611,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $798,871 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $810,585 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $611,570 | RetainedEarningBOYAmt |
| Retained Earning EOY | $798,871 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $611,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $798,871 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $611,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $798,871 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $611,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $187,301 | ExcessRevenueOverExpensesAmt |
| Subtotal | $798,871 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $798,871 | 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 | $465,187 | GrossSalesPriceAmt |
| Cost Or Other Basis | $285,582 | CostOrOtherBasisAmt |
| Gain Or Loss | $179,605 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $179,605 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,605 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $641,939 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074812 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,359 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $530,561 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15146 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,149 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $324,062 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.022061 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.248333 | TotalDistributionRt |
| Average Distribution | 0.082778 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $681,445 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,409 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,893 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,302 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,786 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,786 | SubtotalAmt |
| Tax Based On Investment Income | $3,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $700 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,086 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,786 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 |
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 | $655,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $691,822 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $691,822 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $681,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,786 | TotalTaxAmt |
| Distributable Before Adj | $30,286 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,286 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,286 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,025 | 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 | $38,025 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $38,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,286 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $48,134 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,605 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,739 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,025 | QualifyingDistributionsAmt |
| Applied To Current Year | $30,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,739 | RemainingDistriFromCorpusAmt |
| Total Corpus | $72,478 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $72,478 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $48,134 | ExcessFromYear2Amt |
| Excess From Year1 | $16,605 | ExcessFromYear1Amt |
| Excess From Current Year | $7,739 | ExcessFromCurrentYearAmt |
| 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAPIC-CAT ADOPTION AND PET INFORMATION CENTER | |||||||
| 6 BELL AVE | RARITAN | NJ | 08869 | N/A | PC | General & Unrestricted | $1,000 |
| FOOD BANK OF SOMERSET COUNTY INC | |||||||
| BLDG 9-E EASY ST | BOUND BROOK | NJ | 08805 | N/A | PC | General & Unrestricted | $1,500 |
| J Morgan | |||||||
| 38 Orchard Place | Basking Ridge | NJ | 07920 | NONE | I | Short-term Emergency Assistance Grant | $5,000 |
| NEW JERSEY GOLF FOUNDATION INCORPORATED | |||||||
| 255 OLD NEW BRUNSWICK RD | PISCATAWAY | NJ | 08854 | N/A | PC | General & Unrestricted | $10,000 |
| ST PAUL CHURCH | |||||||
| 214 NASSAU ST | PRINCETON | NJ | 08542 | N/A | PC | General & Unrestricted | $4,000 |
| ST PAUL SCHOOL | |||||||
| 218 NASSAU ST | Princeton | NJ | 08542 | N/A | PC | General & Unrestricted | $5,000 |
| STEPS TOGETHER | |||||||
| 51 WOODS RD | HILLSBOROUGH | NJ | 08844 | N/A | PC | General & Unrestricted | $1,000 |
| THE LUCA JOHN FOUNDATION A NJ NONPROFIT CORPORATIO | |||||||
| PO BOX 55388 | TRENTON | NJ | 08638 | N/A | PC | General & Unrestricted | $1,000 |
| WADES ARMY | |||||||
| 12 HEATHER LN | BELLE MEAD | NJ | 08502 | N/A | PC | General & Unrestricted | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,530 | 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 | $44,997 | 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 | $61,530 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,530 | 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 | $172,014 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | BROADCOM CORPORATION BRCM, 925 sh. | $52,623 | 2015-12-16 |
| 1 | PFIZER INC PFE, 960 sh. | $31,037 | 2015-12-16 |
| 1 | V F CORP VFC, 1400 sh. | $88,354 | 2015-12-16 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACE LTD | $10,985 | $14,606 |
| CONSUMER DISCRETIONARY SELECT | $32,786 | $37,126 |
| CONSUMER STAPLES SELECT SECTOR | $17,787 | $23,983 |
| FACEBOOK INC | $12,414 | $15,699 |
| FINANCIAL SEL SPDR | $38,958 | $40,511 |
| GOLDMAN SACHS STRAT INC-INSTIT | $39,066 | $36,398 |
| ISHARES BARCLAYS US AGGREGATE | $66,008 | $64,805 |
| ISHARES CURRENCY HEDGED MSCI E | $22,490 | $21,947 |
| ISHARES DJ US TECH ETF | $40,899 | $45,488 |
| ISHARES GOLD TRUST | $21,071 | $16,624 |
| ISHARES MSCI EMERGING MARKETS | $17,481 | $15,815 |
| ISHARES MSCI USA MIN VOLATILIT | $24,818 | $25,092 |
| ISHARES RUSSELL 2000 | $15,920 | $16,893 |
| ISHARES TRUST MSCI EAFE INDEX | $65,285 | $60,187 |
| LOOMIS SAYLES BOND FUND | $39,228 | $35,670 |
| LORD ABBETT INVESTMENT TRUST S | $43,000 | $41,193 |
| MATERIALS SELECT SECTOR SPDR | $9,184 | $8,684 |
| MFS BOND I | $33,879 | $32,963 |
| OPPENHEIMER SNR FLOATING RAT | $35,340 | $32,937 |
| PFIZER INC | $46,283 | $47,129 |
| SELECT SECTOR SPDR ENERGY FUND | $20,712 | $15,080 |
| SELECT SECTOR SPDR INDUSTRIAL | $20,997 | $25,180 |
| SELECT SECTOR SPDR UTILITIES | $7,315 | $8,656 |
| SELECT SECTOR SPDR-HEALTH CARE | $18,471 | $32,414 |
| VANGUARD FTSE EMERGING MARKETS | $18,995 | $16,355 |
| WALGREENS BOOTS ALLIANCE | $8,699 | $8,516 |
| WISDOMTREE JAPAN HEDGED EQUITY | $17,694 | $17,528 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,000 | $8,000 |
| 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 | $6,841 | Amt |
| Net Investment Income | $6,841 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $700 |
| 990-PF Extension for 2014 | $677 |
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