FOXX FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FOXX FAMILY FOUNDATION INC (EIN 05-0564588)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-03
- IRS object ID
- 201512169349100306
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-03T17:46:29-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452752726 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRODERICK PHILLIPPI WRIGHT & CARD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8220 SAN PEDRO NE SUITE 400 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 871132476 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050564588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOXX FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOXX | BusinessNameControlTxt |
| Phone | 5058589806 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1187 LAUREL LOOP NE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARRELL FOXX | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5058589806 | PhoneNum |
| Signature | 2015-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS C BRODERICK | PreparerPersonNm |
| PTIN | P00292239 | PTIN |
| Phone | 5052551040 | PhoneNum |
| Preparation | 2015-07-20 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $185,786 | 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 | $15,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,251 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,145 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $50,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,463 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $41 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $67 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,108 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,355 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,355 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $128,536 | CashBOYAmt |
| Cash EOY | $43 | CashEOYAmt |
| Cash EOYFMV | $43 | CashEOYFMVAmt |
| Corporate Stock EOY | $99,062 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $107,150 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $71,954 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $72,558 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $4,074 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,035 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $128,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $175,133 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $185,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted EOY | $175,133 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $128,536 | TemporarilyRestrictedBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $128,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $175,133 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $128,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $175,133 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $128,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,355 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,242 | OtherIncreasesAmt |
| Subtotal | $175,133 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $175,133 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $3,360 | $2,499 | $861 | $861 |
| PUBLICLY TRADED SECURITIES | D | $89,556 | $63,094 | $26,462 | $26,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,145 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $861 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $157,670 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.126847 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $136,923 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073034 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $129,119 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.120044 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $124,759 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.122236 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,123 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $111,190 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.162991 | DistributionYr5Rt |
| Total Distribution | 0.605152 | TotalDistributionRt |
| Average Distribution | 0.121030 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $179,701 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,749 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $354 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $707 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $707 | SubtotalAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $709 | TaxDueAmt |
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 | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CARRELL L FOXX | IndividualWithBooksNm |
| Phone | 5058589806 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1187 LAUREL LOOP NE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87122 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CARRELL L FOXX | ||||||||
| 1187 LAUREL LOOP NE | ALBUQUERQUE | NM | 87122 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| MARK LISLE | ||||||||
| 13 GAIL COURT | LAKE IN THE HILLS | IL | 60156 | VICE-PRES | 0.10 | $0 | $0 | $0 |
| JAMES LISLE | ||||||||
| 5728 LITTLE SPRING WAY | FREDERICK | MD | 21704 | TREASURER | 0.10 | $0 | $0 | $0 |
| KAREN NICOLE LEMING | ||||||||
| 1187 LAUREL LOOP NE | ALBUQUERQUE | NM | 87122 | SECRETARY | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $177,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $182,438 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $182,438 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $179,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $707 | TotalTaxAmt |
| Distributable Before Adj | $8,278 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $15,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,278 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,582 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,031 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,105 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,194 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,192 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,104 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,722 | RemainingDistriFromCorpusAmt |
| Total Corpus | $52,826 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,582 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,244 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,031 | ExcessFromYear4Amt |
| Excess From Year3 | $9,105 | ExcessFromYear3Amt |
| Excess From Year2 | $3,194 | ExcessFromYear2Amt |
| Excess From Year1 | $12,192 | ExcessFromYear1Amt |
| Excess From Current Year | $6,722 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARRELL L FOXX | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE SIERRA CLUB FOUNDATION | |||||||
| 85 SECOND STREET STE 750 | SAN FRANCISCO | CA | 94105 | N/A | 501C3 | RESEARCH/CONSERVATION | $5,000 |
| EARTHJUSTICE | |||||||
| 426 17TH STREET 6TH FLOOR | OAKLAND | CA | 94612 | N/A | 501C3 | ENVIRONMENTAL | $5,000 |
| PKD FOUNDATION | |||||||
| 9221 WARD PARKWAY 400 | KANSAS CITY | MO | 64114 | N/A | 501C3 | MEDICAL RESEARCH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,251 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,145 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,463 | 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 | CARRELL L FOXX | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1187 LAUREL LOOP NE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INFLATION | $15,342 | $15,098 |
| VANGUARD INTERM TERM | $18,539 | $18,492 |
| VANGUARD SHORT TERM | $15,342 | $15,075 |
| VANGAURD TOTAL BOND | $22,731 | $23,893 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON GROWTH FD | $10,456 | $10,815 |
| DFA US SMALL CAP PORT | $20,741 | $21,013 |
| OAKMARK INTL FD | $15,745 | $13,888 |
| PARNASSUS CORE EQTY FD | $20,659 | $22,295 |
| ROYCE TOTAL RETURN FUND | $9,080 | $10,164 |
| T ROWE PRICE GWTH STOCK | $12,020 | $19,073 |
| TWEEDY BROWNE GLOBAL | $10,361 | $9,902 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISHARES RUSSELL ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,074 | BookValueAmt |
| EOYFMV | $6,035 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $67 | $67 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEC SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $67 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD COST ADJUSTMENT | Desc |
| Amt | $11,242 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $41 | Amt |
| Net Investment Income | $41 | NetInvestmentIncomeAmt |
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