FOX FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
FOX FAMILY FOUNDATION (EIN 41-1954162)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-15
IRS object ID
201402279349100310
Schema version
2013v3.1
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)
Return2014-08-15T06:43:20-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PASSOLT JOHNSON & COMPANY LTDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15700 SMETANA DR STE 125AddressLine1
CityMINNETONKACity
StateMNState
ZIP Code553439672ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411954162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BILL AND KATHERINE FOX FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBILLBusinessNameControlTxt
Phone7635440321PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16955 CARLISLE COURTAddressLine1
CityNAPLESCity
StateFLState
ZIP Code34109ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBILL C FOXPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRichard M Passolt CPAPreparerPersonNm
PTINP00813651PTIN
Phone9522249840PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$214,368FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$76InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$76InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$200,076TotalRevAndExpnssAmt
Total Net Invst Incm$76TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$25TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$201,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$201,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$201,025TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$201,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$949ExcessRevenueOverExpensesAmt
Net Investment Income$51NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$215,317SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$214,368SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$214,368SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$215,317TotalAssetsBOYAmt
Total Assets EOY$214,368TotalAssetsEOYAmt
Total Assets EOYFMV$214,368TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$215,317CapitalStockBOYAmt
Capital Stock EOY$214,368CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$215,317TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$214,368TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$215,317TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$214,368TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$215,317TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$949ExcessRevenueOverExpensesAmt
Subtotal$214,368SubtotalAmt
Tot Net Ast Or Fund Balances EOY$214,368TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$234,200AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$52,334NetVlNoncharitableAssetsYr1Amt
Distribution Yr14.47510DistributionYr1Rt
Adjusted Qlfy Distri Yr2$236,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$54,564NetVlNoncharitableAssetsYr2Amt
Distribution Yr24.32520DistributionYr2Rt
Adjusted Qlfy Distri Yr3$55,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$55,766NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.99523DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$45,868NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.30810DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$22,070NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.99683DistributionYr5Rt
Total Distribution12.10046TotalDistributionRt
Average Distribution2.42009AverageDistributionRt
Net Vl Noncharitable Assets$142,480NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$344,815AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$344,816AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$201,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Tax Due$1TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BILL C FOXBusinessNameLine1
FieldValueIRS element (for citing)
Phone7635440321PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16955 CARLISLE COURT 237AddressLine1
CityNAPLESCity
StateFLState
ZIP Code34109ZIPCode
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BILL C FOX
6955 CARLISLE COURT 237NAPLESFL34109President0.00$0
DAVID K FOX
380 GULF BLVDBOCA GRANDEFL33921Director0.00$0
MARGENE B FOX
380 GULF BLVDBOCA GRANDEFL33921Director0.00$0
GERALD C FOX
5735 LINDSAY STREETMINNEAPOLISMN55422Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$144,650AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$144,650TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$144,650AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,170CashDeemedCharitableAmt
Net Vl Noncharitable Assets$142,480NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,124MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,124MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$7,123DistributableBeforeAdjAmt
Distributable Before Ded$7,123DistributableBeforeDedAmt
Distributable As Adjusted$7,123DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$201,000ExpensesAndContributionsAmt
Qualifying Distributions$201,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$201,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,123DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$20,896ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$57,707ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$52,712ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$233,272ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$231,583ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$596,170TotalExcessDistributionCyovAmt
Qualifying Distributions$201,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,123AppliedToCurrentYearAmt
Remaining Distri From Corpus$193,877RemainingDistriFromCorpusAmt
Total Corpus$790,047TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$20,896ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$769,151ExcessDistriCyovToNextYrAmt
Excess From Year4$57,707ExcessFromYear4Amt
Excess From Year3$52,712ExcessFromYear3Amt
Excess From Year2$233,272ExcessFromYear2Amt
Excess From Year1$231,583ExcessFromYear1Amt
Excess From Current Year$193,877ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBILL C FOXContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DIOCESE OF DES MOINES
601 GRAND AVEDES MOINESIA50309NONE501C3SOCIAL$5,000
UNIVERSITY OF ST THOMAS
2115 SUMMIT AVEST PAULMN55105NONE501C3EDUCATION$2,000
IOWA STATE UNIVERSITY FOUNDATION
2505 UNIVERSITY BLVDAMESIA50010NONE501C3EDUCATION$25,000
FOREST CITY EDUCATION FOUNDATION
145 SOUTH CLARK STFOREST CITYIA50436NONE501C3EDUCATION$100,000
SALVATION ARMY
3180 ESTEY AVENAPLESFL34101NONE501C3SOCIAL$3,000
COURAGE CENTER
3915 GOLDEN VALLEY ROADMINNEAPOLISMN55422NONE501C3HEALTH$5,000
U OF M FOUNDATION - CANCER CENTER
200 OAK STREETMINNEAPOLISMN55455NONE501C3HEALTH$10,000
NEIGHBORHOOD HEALTH CLINIC
121 GOODLETTE ROADNAPLESFL34102NONE501C3HEALTH$2,000
MINNEAPOLIS INSTITUTE OF ARTS
2400 THIRD AVE SOMINNEAPOLISMN55404NONE501C3SOCIAL$2,000
FIRST CONGREGATIONAL CHURCH
316 NORTH 6TH STREETFOREST CITYIA50436NONE501C3SOCIAL$2,000
MINNESOTA INTERNATIONAL CENTER
711 EAST RIVER ROADMINNEAPOLISMN55455NONE501C3SOCIAL$2,000
WAYZATA COMMUNITY CHURCH
125 WAYZATA BLVD EASTWAYZATAMN55391NONE501C3SOCIAL$2,000
KATHRYN MANGAN
120 MEADOWLARK ROAD SEST MICHAELMN55376NONENONEEMPLOYER-RELATED MATCHING SCHOLARSHIP PROGRAM$1,000
ELIZABETH STAUBLE
11006 TERRITORIAL DRIVEBURNSVILLEMN55337NONENONEEMPLOYER-RELATED MATCHING SCHOLARSHIP PROGRAM$1,000
PREBYTERIAN HOMES FOUNDATION
2845 HAMLINE VE NOROSEVILLEMN55113NONE501C3SOCIAL$20,000
FRASER
2400 WEST 64TH STMINNEAPOLISMN55423NONE501C3HEALTH$5,000
NCH HEALTHCARE FOUNDATION
350 - 7TH ST NONAPLESFL34106NONE501C3HEALTH$5,000
JEFFREY ENYART
11007 SUMTER AVE NOCHAMPLINMN55316NONENONEEMPLOYER-RELATED MATCHING SCHOLARSHIP PROGRAM$1,000
CHRISTOPHER HOFF
1337 Z STREETOMAHANE68107NONENONEEMPLOYER-RELATED MATCHING SCHOLARSHIP PROGRAM$4,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONE501C3HEALTH$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$201,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$76RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$76RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76TotalIncomeProducingActyAmt

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 PersonBILL C FOXContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16955 CARLISLE COURT 237AddressLine1
CityNAPLESCity
StateFLState
ZIP Code34109ZIPCode
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSECRETARY OF STATE FILING FEEDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$25NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonBILL C FOXPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16955 CARLISLE COURT 237AddressLine1
CityNAPLESCity
StateFLState
ZIP Code34109ZIPCode

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