Foxx Family Foundation: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- Foxx Family Foundation (EIN 45-4540279)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201422259349101302
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T16:28:14-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | FOXX | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael J Foxx | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $643,395 | 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 | $147,393 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,061 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,061 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $232,727 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,494 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $182,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,561 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,260 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,260 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $686 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,485 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,401 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,401 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,653 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,653 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $450,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $552,299 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $603,692 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $21,116 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,050 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $495,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $591,068 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $643,395 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $495,941 | RetainedEarningBOYAmt |
| Retained Earning EOY | $591,068 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $495,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $591,068 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $495,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $591,068 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $495,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,127 | ExcessRevenueOverExpensesAmt |
| Subtotal | $591,068 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $591,068 | 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 | $232,727 | GrossSalesPriceAmt |
| Cost Or Other Basis | $162,233 | CostOrOtherBasisAmt |
| Gain Or Loss | $70,494 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $70,494 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,494 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,149 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $324,062 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022061 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | 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 | 0.022061 | TotalDistributionRt |
| Average Distribution | 0.022061 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $530,561 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $792 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,497 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,151 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $792 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $792 | SubtotalAmt |
| Tax Based On Investment Income | $792 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $192 | AppliedToEsTaxAmt |
| Total Payments And Credits | $792 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1 | 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 | 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 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Elizabeth Cozine Foxx | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Brian Foxx | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Dan Foxx | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Michael J Foxx | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Michele Foxx | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 |
| Virginia Joyce Foxx | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $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 | $492,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $538,641 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $538,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,080 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $530,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $792 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $792 | TotalTaxAmt |
| Distributable Before Adj | $25,736 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,736 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,736 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,151 | 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 | $81,151 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $792 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $80,359 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,736 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,281 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $81,151 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,281 | AppliedToYear1Amt |
| Applied To Current Year | $25,736 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,134 | RemainingDistriFromCorpusAmt |
| Total Corpus | $48,134 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $48,134 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $48,134 | 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 |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAKE ME HOME | |||||||
| PO BOX 30082 | CINCINNATI | OH | 45230 | N/A | PC | General & Unrestricted | $500 |
| DIOCESE OF METUCHEN | |||||||
| 146 METLARS LN | PISCATAWAY | NJ | 08854 | N/A | PC | Bishop's Appeal Fund | $50,000 |
| NEW JERSEY GOLF FOUNDATION INCORPORATED | |||||||
| 255 OLD NEW BRUNSWICK RD | PISCATAWAY | NJ | 08854 | N/A | PC | General & Unrestricted | $10,000 |
| RAPTOR TRUST | |||||||
| 1390 WHITEBRIDGE RD | MILLINGTON | NJ | 07946 | N/A | PC | To help rebuild enclosures damaged by the tornado earlier this year | $250 |
| 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 |
| ST PAUL SCHOOL | |||||||
| 218 NASSAU ST | Princeton | NJ | 08542 | N/A | PC | the Angels Ministry | $1,000 |
| V Biviano | |||||||
| 10 Amwell Road | Hillsborough | NJ | 08844 | NONE | N/A | Short-term Emergency Assitance Grant | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,750 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,061 | 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 | $20,848 | 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 | $34,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,915 | 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 | 281 Longhill Road | AddressLine1 |
| City | Hillsborough | City |
| State | NJ | State |
| ZIP Code | 08844 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $147,393 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | THE BLACKSTONE GROUP LP BX, 700 sh. | $21,116 | 2013-12-18 |
| 1 | ISHARES GOLD TRUST IAU, 450 sh. | $5,371 | 2013-12-18 |
| 1 | iSHARES US MEDICAL DEVICES INDEX FD IHI, 225 sh. | $20,347 | 2013-12-18 |
| 1 | iSHARES RUSSELL 2000 IWM, 100 sh. | $11,163 | 2013-12-18 |
| 1 | iSHARES GLOBAL TECH IXN, 350 sh. | $28,005 | 2013-12-18 |
| 1 | MARKET VECTORS AGRIBUSINESS ETF MOO, 175 sh. | $9,388 | 2013-12-18 |
| 1 | PFIZER INC. PFE, 450 sh. | $13,678 | 2013-12-18 |
| 1 | SPDR S&P BIOTECH ETF XBI, 100 sh. | $12,307 | 2013-12-18 |
| 1 | MATERIALS SELECT SECTOR SPDR XLB, 125 sh. | $5,563 | 2013-12-18 |
| 1 | CONSUMER STAPLES SELECT SECTOR SPDR XLP, 100 sh. | $4,223 | 2013-12-18 |
| 1 | CONSUMER DISCRETIONARY SELECT SECTOR SP XLY, 250 sh. | $16,232 | 2013-12-18 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACE LTD | $10,985 | $12,941 |
| CONSUMER DISCRETIONARY SELECT | $23,708 | $28,402 |
| CONSUMER STAPLES SELECT SECTOR | $22,032 | $26,863 |
| FINANCIAL SEL SPDR | $9,620 | $10,930 |
| GOOGLE INC | $8,482 | $11,207 |
| GS LOCAL EMERGING MKTS DEBT FD | $7,701 | $7,546 |
| ISHARES BARCLAYS 1-3 YR CD BD | $26,175 | $26,365 |
| ISHARES BARCLAYS US AGGREGATE | $30,659 | $29,267 |
| ISHARES DJ US TECH ETF | $13,806 | $15,477 |
| ISHARES DOW JONES US TELECOM | $7,723 | $10,406 |
| ISHARES GLOBAL TECH | $28,004 | $29,151 |
| ISHARES GOLD TRUST | $16,748 | $14,016 |
| ISHARES MSCI EMERGING MARKETS | $15,372 | $16,022 |
| ISHARES RUSSELL 2000 | $16,919 | $20,188 |
| ISHARES S&P GLOBAL ENERGY SECT | $16,490 | $20,530 |
| ISHARES TRUST MSCI EAFE INDEX | $17,175 | $18,453 |
| ISHARES TRUST SHS | $7,313 | $7,988 |
| ISHARES US MEDICAL DEVICES IND | $20,347 | $20,882 |
| LOOMIS SAYLES BOND FUND | $27,577 | $29,134 |
| LORD ABBETT INVESTMENT TRUST S | $25,000 | $24,836 |
| MARKET VECTORS AGRIBUSINESS ET | $19,040 | $20,434 |
| MATERIALS SELECT SECTOR SPDR | $13,217 | $16,177 |
| MFS BOND I | $15,022 | $14,816 |
| OPPENHEIMER INTERNATIONAL BOND | $13,318 | $12,956 |
| OPPENHEIMER SNR FLOATING RAT | $25,643 | $25,886 |
| PFIZER INC. | $13,678 | $13,784 |
| PS GLB WATER PRTFL | $8,366 | $10,395 |
| SELECT SECTOR SPDR INDUSTRIAL | $17,151 | $23,517 |
| SELECT SECTOR SPDR UTILITIES | $7,315 | $7,594 |
| SELECT SECTOR SPDR-HEALTH CARE | $14,866 | $22,176 |
| SPDR S&P BIOTECH ETF | $12,307 | $13,020 |
| STARBUCKS CORP COM | $7,733 | $7,839 |
| VANGUARD MSCI EMERGING MARKETS | $12,384 | $13,371 |
| VANGUARD SF REIT ETF | $10,113 | $9,684 |
| WISDOMTREE JAPAN DIVIDEND FUND | $10,310 | $11,439 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | THE BLACKSTONE GROUP LP | CategoryOrItemTxt |
| Book Value | $21,116 | BookValueAmt |
| EOYFMV | $22,050 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,376 | $7,376 | |
| Bank Charges | $84 | $84 | |
| 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 | $5,260 | Amt |
| Net Investment Income | $5,260 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $600 |
| 990-PF Excise Tax for 2012 | $86 |
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