GERALD C FOX FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: GERALD C FOX FOUNDATION (EIN 31-1802268)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-08-14
IRS object ID: 201442269349101159
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
Other Expenses Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-08-14T14:17:39-07:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PASSOLT JOHNSON & COMPANY LTD	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5700 SMETANA DR STE 125	AddressLine1
City	MINNETONKA	City
State	MN	State
ZIP Code	553439672	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	311802268	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GERALD C FOX FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	GERA	BusinessNameControlTxt
Phone	7635440321	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5735 LINDSAY STREET	AddressLine1
City	MINNEAPOLIS	City
State	MN	State
ZIP Code	55422	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BILL C FOX	PersonNm
Person Title	Director	PersonTitleTxt
Signature	2014-08-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Richard M Passolt CPA	PreparerPersonNm
PTIN	P00813651	PTIN
Phone	9522249840	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	$35,198	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	$100,300	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$100,300	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$102	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$102	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$102	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$102	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$65,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$65,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$65,102	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$102	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$65,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$35,198	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$35,198	CashEOYAmt
Cash EOYFMV	$35,198	CashEOYFMVAmt
Total Assets EOY	$35,198	TotalAssetsEOYAmt
Total Assets EOYFMV	$35,198	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning EOY	$35,198	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances EOY	$35,198	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$0	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$35,198	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Excess Revenue Over Expenses	$35,198	ExcessRevenueOverExpensesAmt
Subtotal	$35,198	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$35,198	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MN	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	JAY C JOHNSON	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	7635440321	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5735 LINDSAY STREET	AddressLine1
City	MINNEAPOLIS	City
State	MN	State
ZIP Code	55422	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
GERALD C FOX
5735 LINDSAY STREET	MINNEAPOLIS	MN	55422	Chairman	0.00	$0
BILL C FOX
6955 CARLISLE COURT 237	NAPLES	FL	34109	Director	0.00	$0
DAVID K FOX
380 GULF BLVD	BOCA GRANDE	FL	33921	Director	0.00	$0
JAY C JOHNSON
5375 SHADY HILLS CIRCLE	SHOREWOOD	MN	55331	Director	0.00	$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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$13,931	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$13,931	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$13,931	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$209	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$13,722	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$686	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$686	MinimumInvestmentReturnAmt
Distributable Before Adj	$686	DistributableBeforeAdjAmt
Distributable Before Ded	$686	DistributableBeforeDedAmt
Distributable As Adjusted	$686	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$65,000	ExpensesAndContributionsAmt
Qualifying Distributions	$65,000	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$65,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$686	DistributableAsAdjustedAmt
Qualifying Distributions	$65,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$686	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$64,314	RemainingDistriFromCorpusAmt
Total Corpus	$64,314	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$64,314	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$64,314	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COURAGE CENTER
3915 GOLDEN VALLEY ROAD	GOLDEN VALLEY	MN	55422	NONE	501C3	HEALTH	$10,000
U OF M FOUNDATION - CARDIOLOGY LUNG
PO BOX 860266	MINNEAPOLIS	MN	55486	NONE	501C3	HEALTH	$10,000
U OF M FOUNDATION - CANCER CENTER
PO BOX 860266	MINNEAPOLIS	MN	55422	NONE	501C3	HEALTH	$10,000
U OF M FOUNDATION - NEUROLOGY
PO BOX 860266	MINNEAPOLIS	MN	55486	NONE	501C3	HEALTH	$10,000
SHRINERS HOSPITAL
2025 EAST RIVER ROAD	MINNEAPOLIS	MN	55414	NONE	501C3	HEALTH	$5,000
ST JUDE'S CHILDREN'S HOSPITAL
262 DANNY THOMAS PLACE	MEMPHIS	TN	38105	NONE	501C3	HEALTH	$5,000
ALZHEIMERS ASSOCIATION MNND CHAPTER
7900 WEST 78TH ST SUITE 100	MINNEAPOLIS	MN	55439	NONE	501C3	HEALTH	$5,000
U OF M AMPLATZ CHILDREN'S HOSPITAL
2450 RIVERSIDE AVE	MINNEAPOLIS	MN	55454	NONE	501C3	HEALTH	$5,000
AMERICAN CANCER SOCIETY
2500 UNIVERSITY AVE	MINNEAPOLIS	MN	55414	NONE	501C3	HEALTH	$2,000
AMERICAN RED CROSS
1201 WEST RIVER PARKWAY	MINNEAPOLIS	MN	55454	NONE	501C3	SOCIAL	$2,000
GOODWILLEASTER SEALS
919 EAST LAKE STREET	MINNEAPOLIS	MN	55407	NONE	501C3	SOCIAL	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$65,000	TotalGrantOrContriPdDurYrAmt

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	GERALD C FOX	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	5735 LINDSAY STREET	AddressLine1
City	MINNEAPOLIS	City
State	MN	State
ZIP Code	55422	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	$100,300	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK CHARGES	Desc
Revenue And Expenses Per Books	$102	RevenueAndExpensesPerBooksAmt
Net Investment Income	$102	NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	GERALD C FOX	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5735 LINDSAY STREET	AddressLine1
City	MINNEAPOLIS	City
State	MN	State
ZIP Code	55422	ZIPCode

GERALD C FOX FOUNDATION: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Comments