FRIEDA C FOX FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: FRIEDA C FOX FAMILY FOUNDATION (EIN 95-4775770)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-15
IRS object ID: 201211369349101191
Schema version: 2011v1.2
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
Accounting Fees Schedule
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-15T09:50:50-07:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JEFF BROWN PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	155 SANSOME STREET ST 620	AddressLine1
City	SAN FRANCISCO	City
State	CA	State
ZIP Code	94104	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	954775770	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Frieda C Fox Family Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	FRIE	NameControl
Phone	8185056777	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12411 Ventura Blvd	AddressLine1
City	Studio City	City
State	CA	State
ZIP Code	91604	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Alan C Fox	Name
Title	Director	Title
Date Signed	2012-05-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Jeffrey A Brown	Name
Phone	9252861200	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	6696138	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	900	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	2604	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	2604	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	2604	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	224778	DividendsRevAndExpnss
Dividends Net Invst Incm	224778	DividendsNetInvstIncm
Dividends Adj Net Incm	224778	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	7426	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	4965120	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	7426	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	8575	OtherIncomeRevAndExpnss
Other Income Adj Net Incm	8575	OtherIncomeAdjNetIncm
Total Revenue And Expenses	244283	TotalRevenueAndExpenses
Total Net Investment Income	234808	TotalNetInvestmentIncome
Total Adjusted Net Income	235957	TotalAdjustedNetIncome
Oth Empl Slrs Wgs Rev And Expnss	137206	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	137206	OthEmplSlrsWgsDsbrsChrtblPrps
Accounting Fees Rev And Expnss	2927	AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps	2927	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	50693	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	41866	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	8827	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	8611	TaxesRevAndExpnss
Taxes Net Invst Incm	184	TaxesNetInvstIncm
Taxes Adj Net Incm	1717	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	6710	TaxesDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	15897	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	15897	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	10758	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	10758	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	226092	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	42050	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	1717	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	182325	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	442280	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	442280	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	668372	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	42050	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	1717	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	624605	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-424089	ExcessOfRevenueOverExpenses
Net Investment Income	192758	NetInvestmentIncome
Adjusted Net Income	234240	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	214218	CashBOY
Cash EOY	28134	CashEOY
Cash EOYFMV	28134	CashEOYFMV
Savings And Temp Cash Invst BOY	4270257	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	1228715	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	1228715	SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable	207	OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl EOY	207	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	207	OtherNotesAndLoansRcvblEOYFMV
Prepaid Expenses EOY	5823	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	5823	PrepaidExpensesEOYFMV
Investments Corp Stock EOY	4064557	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4064557	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	2677590	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	1244765	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	1244765	InvestmentsCorpBondsEOYFMV
Investments Other BOY	210469	InvestmentsOtherBOY
Investments Other EOY	123937	InvestmentsOtherEOY
Investments Other EOYFMV	123937	InvestmentsOtherEOYFMV
Total Assets BOY	7372534	TotalAssetsBOY
Total Assets EOY	6696138	TotalAssetsEOY
Total Assets EOYFMV	6696138	TotalAssetsEOYFMV
Accounts Payable EOY	25	AccountsPayableEOY
Total Liabilities EOY	25	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	7372534	UnrestrictedBOY
Unrestricted EOY	6696113	UnrestrictedEOY
Total Net Assets BOY	7372534	TotalNetAssetsBOY
Total Net Assets EOY	6696113	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	7372534	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	6696138	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	7372534	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-424089	ExcessOfRevenueOverExpenses
Subtotal	6948445	Subtotal
Other Decreases	252332	OtherDecreases
Total Net Assets Fund Balances EOY	6696113	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)

Gain Or LossGainOrLoss	Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
7621
	Capital Gain Dividends
9518	Fidelity 5784 Trade summary	P	2011-01-01	2011-12-15	2340406	2330888	9518
-16065	Fidelity 6665 Trade summary	P	2011-01-01	2011-12-15	1068759	1084824	-16065
1395	BIPQ TRADE SUMMARY	P	2011-01-01	2011-12-15	200800	199405	1395
4957	BIPQ TRADE SUMMARY	P	2001-01-01	2011-12-15	1347534	1342577	4957

Field	Value	IRS element (for citing)
Capital Gain Net Income	7426	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	-5152	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	764560	QualifyingDistributionsYear1
Noncharitable Assets Year1	6425957	NoncharitableAssetsYear1
Distribution Ratio Year1	0.11898	DistributionRatioYear1
Qualifying Distributions Year2	471587	QualifyingDistributionsYear2
Noncharitable Assets Year2	7943866	NoncharitableAssetsYear2
Distribution Ratio Year2	0.05937	DistributionRatioYear2
Total Distribution Ratio	0.17835	TotalDistributionRatio
Average Distribution Ratio	0.08917	AverageDistributionRatio
Net Noncharitable Assets	7124195	NetNoncharitableAssets
Adjusted Noncharitable Assets	635286	AdjustedNoncharitableAssets
One Percent Net Investment Income	1928	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	637214	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	624605	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	3855	InvestmentIncomeExciseTax
Subtotal	3855	Subtotal
Tax Based On Investment Income	3855	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1717	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1717	TotalCreditsAndPayments
Tax Due	2138	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	www.FCFox.org	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ACF PROPERTY MANAGEMENT INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8185056777	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	12411 VENTURA BLVD	AddressLine1
City	STUDIO CITY	City
State	CA	State
ZIP Code	91604	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Sara Fox
12411 VENTURA BOULEVARD	Studio City	CA	91604	Director	1.00	0
Ingrid Fox
12411 VENTURA BOULEVARD	Studio City	CA	91604	Director	3.00	0
Kevin Fox
12411 VENTURA BOULEVARD	STUDIO CITY	CA	91604	Director	1.00	0
Cathy Reynolds
12411 VENTURA BOULEVARD	STUDIO CITY	CA	91604	Director	1.00	0
DAVEEN FOX
12411 VENTURA BOULEVARD	STUDIO CITY	CA	91604	VP & Secretary	1.00	0
Scott Semel
12411 Ventura Boulevard	Studio City	CA	91604	Director	1.00	0
Alan C Fox
12411 VENTURA BOULEVARD	STUDIO CITY	CA	91604	President	3.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	6779418	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	453267	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	7232685	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	7232685	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	108490	CashDeemedCharitable
Net Noncharitable Assets	7124195	NetNoncharitableAssets
Minimum Investment Return	356210	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	356210	MinimumInvestmentReturn
Tax Based On Investment Income	3855	TaxBasedOnInvestmentIncome
Total Tax	3855	TotalTax
Distributable Amount Before Adj	352355	DistributableAmountBeforeAdj
Distributable Amount Before Ded	352355	DistributableAmountBeforeDed
Distributable Amount As Adjusted	352355	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	624605	ExpensesAndContributions
Qualifying Distributions	624605	QualifyingDistributions
Adj Qualifying Distributions	624605	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	352355	DistributableAmountAsAdjusted
Qualifying Distributions	624605	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	352355	AppliedToCurrentYear
Remaining Distri From Corpus	272250	RemainingDistriFromCorpus
Total Corpus	272250	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	272250	ExcessDistriCyovToNextYear
Excess From Current Year	272250	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Field	Value	IRS element (for citing)
Recipient Person Name	See Attached Statement A	RecipientPersonName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	See Attached Statement A	AddressLine1
City	See Attached Stmt A	City
State	CA	State
ZIP Code	91604	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	Grant	RecipientRelationship
Recipient Foundation Status	n/a	RecipientFoundationStatus
Purpose Of Grant Or Contribution	Charitable Grants	PurposeOfGrantOrContribution
Amount	$442,280	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	442280	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$2,604	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$224,778	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion	$7,621	ExclusionAmount
Related Or Exempt Function Income	-195	RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescription	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Exclusion CodeExclusionCode
Reimbursed Expenses	6858
Federal Income Tax refund	1717	3

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$235,003	ExclusionAmount
Related Or Exempt Function Income	8380	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	243383	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Amount	$2,927	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	2927	DisbursementsCharitablePrps

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation (2 entries)

ExplanationExplanation
Form 990-PFPage 5, Part VII-BQuestion 1a(4)Transactions with a Disqualified Person:The Frieda C. Fox Family Foundation leases employees from a company owned by Alan Fox, ACF Property Management, Inc. Alan Fox is the President of the Foundation and one of its directors.The Foundation reimburses Alan Fox's company for only the direct costs of the personnel who work for strictly for the foundation and other expenses paid on behalf of the Foundation. There are no additional fees paid.This transaction qualifies as an "excepted" act under IRS regulation 53.4941(d)-1(b)(1)(ii), a transaction that is at least as favorable to the foundation as an arm's-length transaction with an unrelated person.
Form 990PF, Page 2Part III, Line 5Transfer of Certain Designated Assets to Rattle Foundation:In previous years, the publication of "Rattle", an award winning poetry journal was included as one of the charitable activities of The Frieda C. Fox Family Foundation. In 2010, The Frieda C. Fox Family Foundation's board of directors decided to move this activity to a separate private foundation.In 2010, Rattle Foundation, EIN 27-1747424, was funded by transferring certain designated assets from The Frieda C. Fox Foundation to Rattle Foundation. In early 2011, some additional assets were identified as belonging to Rattle Foundation and the transfer was completed.

ExplanationExplanation

Form 990-PFPage 5, Part VII-BQuestion 1a(4)Transactions with a Disqualified Person:The Frieda C. Fox Family Foundation leases employees from a company owned by Alan Fox, ACF Property Management, Inc. Alan Fox is the President of the Foundation and one of its directors.The Foundation reimburses Alan Fox's company for only the direct costs of the personnel who work for strictly for the foundation and other expenses paid on behalf of the Foundation. There are no additional fees paid.This transaction qualifies as an "excepted" act under IRS regulation 53.4941(d)-1(b)(1)(ii), a transaction that is at least as favorable to the foundation as an arm's-length transaction with an unrelated person.

Form 990PF, Page 2Part III, Line 5Transfer of Certain Designated Assets to Rattle Foundation:In previous years, the publication of "Rattle", an award winning poetry journal was included as one of the charitable activities of The Frieda C. Fox Family Foundation. In 2010, The Frieda C. Fox Family Foundation's board of directors decided to move this activity to a separate private foundation.In 2010, Rattle Foundation, EIN 27-1747424, was funded by transferring certain designated assets from The Frieda C. Fox Foundation to Rattle Foundation. In early 2011, some additional assets were identified as belonging to Rattle Foundation and the transfer was completed.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	Investment in Corporate Bonds	NameOfBond
EOY Book Value	1244765	EOYBookValue
EOYFMV	1244765	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	Investments Comm Stks & Options	NameOfStock
EOY Book Value	4064557	EOYBookValue
EOYFMV	4064557	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescription	AmountAmount
Transfer to Rattle Foundation	$146,600
Change in Unrealized Gains/Losses	$105,732

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
Telephone	1380	1380
Staff Training	870	870
Professional Dues	1000	1000
Office Expenses	2867	2867
Information Technology	1577	1577
Bank Fees	3064	3064

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Adjusted Net IncomeAdjustedNetIncome
Reimbursed Expenses	6858	6858
Federal Income Tax refund	1717	1717

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
Software & Web Development	$4,102	0	4102
Investment Mgmt Fees	$41,866	41866	0
Contract Services	$4,725	0	4725

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
Payroll Taxes	$6,710	6710
Foreign Tax Paid	$184		184
Federal Tax Paid	$1,717			1717