FOXX FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FOXX FAMILY FOUNDATION INC (EIN 05-0564588)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201631339349101308
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-12T09:37:46-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE L MELTONPreparerPersonNm
PTINP00385350PTIN
Phone5052551040PhoneNum
Preparation2016-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$182,946FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$15,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,027DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,027DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,374NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$9,429GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,374CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$24,401TotalRevAndExpnssAmt
Total Net Invst Incm$9,401TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,608OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,608OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$875TaxesRevAndExpnssAmt
Taxes Net Invst Incm$875TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,483TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,483TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,483TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,483TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,918ExcessRevenueOverExpensesAmt
Net Investment Income$6,918NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43CashBOYAmt
Cash EOY$632CashEOYAmt
Cash EOYFMV$632CashEOYFMVAmt
Corporate Stock BOY$99,062CorporateStockBOYAmt
Corporate Stock EOY$103,575CorporateStockEOYAmt
Corporate Stock EOYFMV$103,571CorporateStockEOYFMVAmt
Corporate Bonds BOY$71,954CorporateBondsBOYAmt
Corporate Bonds EOY$73,680CorporateBondsEOYAmt
Corporate Bonds EOYFMV$72,869CorporateBondsEOYFMVAmt
Other Investments BOY$4,074OtherInvestmentsBOYAmt
Other Investments EOY$4,164OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,874OtherInvestmentsEOYFMVAmt
Total Assets BOY$175,133TotalAssetsBOYAmt
Total Assets EOY$182,051TotalAssetsEOYAmt
Total Assets EOYFMV$182,946TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$175,133UnrestrictedBOYAmt
Unrestricted EOY$182,051UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$175,133TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$182,051TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$175,133TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$182,051TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$175,133TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,918ExcessRevenueOverExpensesAmt
Subtotal$182,051SubtotalAmt
Tot Net Ast Or Fund Balances EOY$182,051TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredDHowAcquiredCd
Gross Sales Price$3,028GrossSalesPriceAmt
Cost Or Other Basis$3,055CostOrOtherBasisAmt
Gain Or Loss-$27GainOrLossAmt
Gains Minus Excess Or Losses-$27GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$6,374CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$179,701NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.083472DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$157,670NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.126847DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$136,923NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.073034DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$129,119NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.120044DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,250AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$124,759NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.122236DistributionYr5Rt
Total Distribution0.525633TotalDistributionRt
Average Distribution0.105127AverageDistributionRt
Net Vl Noncharitable Assets$185,869NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,540AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$69NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,609AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$138InvestmentIncomeExciseTaxAmt
Subtotal$138SubtotalAmt
Tax Based On Investment Income$138TaxBasedOnInvestmentIncomeAmt
Tax Due$138TaxDueAmt

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
13 GAIL COURTLAKE IN THE HILLSIL60156VICE-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$187,248AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,451AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$188,699TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$188,699AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,830CashDeemedCharitableAmt
Net Vl Noncharitable Assets$185,869NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,293MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,293MinimumInvestmentReturnAmt
Tax Based On Investment Income$138TaxBasedOnInvestmentIncomeAmt
Total Tax$138TotalTaxAmt
Distributable Before Adj$9,155DistributableBeforeAdjAmt
Distributable Before Ded$9,155DistributableBeforeDedAmt
Distributable As Adjusted$9,155DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,000ExpensesAndContributionsAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,155DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,031ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,105ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,194ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,192ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,722ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,244TotalExcessDistributionCyovAmt
Qualifying Distributions$15,000QualifyingDistributionsAmt
Applied To Current Year$9,155AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,845RemainingDistriFromCorpusAmt
Total Corpus$46,089TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,031ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,058ExcessDistriCyovToNextYrAmt
Excess From Year4$9,105ExcessFromYear4Amt
Excess From Year3$3,194ExcessFromYear3Amt
Excess From Year2$12,192ExcessFromYear2Amt
Excess From Year1$6,722ExcessFromYear1Amt
Excess From Current Year$5,845ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCARRELL L FOXXContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE SIERRA CLUB FOUNDATION
85 SECOND STREET STE 750SAN FRANCISCOCA94105N/A501C3RESEARCH/CONSERVATION$5,000
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$15,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,027ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,374ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,401ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,401TotalIncomeProducingActyAmt

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 PersonCARRELL L FOXXContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11187 LAUREL LOOP NEAddressLine1Txt
CityALBUQUERQUECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87122ZIPCd
FieldValueIRS element (for citing)
Total Contributions$15,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD INFLATION$15,472$14,842
VANGUARD INTERM TERM$19,209$18,793
VANGUARD SHORT TERM$15,656$15,245
VANGAURD TOTAL BOND$23,343$23,989

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARON GROWTH FD$11,349$10,376
DFA US SMALL CAP PORT$21,960$20,323
OAKMARK INTL FD$15,760$12,845
PARNASSUS CORE EQTY FD$22,690$22,219
ROYCE TOTAL RETURN FUND$7,551$6,908
T ROWE PRICE GWTH STOCK$13,444$21,143
TWEEDY BROWNE GLOBAL$10,821$9,757

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemISHARES RUSSELL ETFCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$4,164BookValueAmt
EOYFMV$5,874EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$1,608Amt
Net Investment Income$1,608NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAX PAID$40$40
ATTORNEY GENERAL$100$100
US TREASURY$735$735

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