FRIEDA C FOX FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FRIEDA C FOX FAMILY FOUNDATION (EIN 95-4775770)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201123199349102257
- Schema version
- 2010v3.2
- 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
- Employee Compensation Expln
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T16:41:32-08:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey A Brown | Name |
| Phone | 4156445300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 7372534 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2760 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2760 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 203914 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 203914 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -223200 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4629249 | GrossSalesPrice |
| Total Revenue And Expenses | -16526 | TotalRevenueAndExpenses |
| Total Net Investment Income | 206674 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 133024 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 133024 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3435 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 3435 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 55962 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 54462 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1500 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 20065 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4552 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 9139 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 3164 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3164 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 254175 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 254175 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 469825 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 59014 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 404437 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 361600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 361600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 831425 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 59014 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 766037 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -847951 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 147660 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 21958 | CashBOY |
| Cash EOY | 214218 | CashEOY |
| Cash EOYFMV | 214218 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2720022 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4270257 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4270257 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3076541 | InvestmentsCorpStockBOY |
| Investments Corp Bonds BOY | 4394714 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2677590 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2677590 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 46600 | InvestmentsOtherBOY |
| Investments Other EOY | 210469 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 210469 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 10259835 | TotalAssetsBOY |
| Total Assets EOY | 7372534 | TotalAssetsEOY |
| Total Assets EOYFMV | 7372534 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 10259835 | UnrestrictedBOY |
| Unrestricted EOY | 7372534 | UnrestrictedEOY |
| Total Net Assets BOY | 10259835 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7372534 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10259835 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7372534 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10259835 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -847951 | ExcessOfRevenueOverExpenses |
| Other Increases | 766524 | OtherIncreases |
| Subtotal | 10178408 | Subtotal |
| Other Decreases | 2805874 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7372534 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -223200 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 101531 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 471587 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7943866 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05937 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.05937 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05937 | AverageDistributionRatio |
| Net Noncharitable Assets | 6425957 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 381477 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1477 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 382954 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 766037 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1477 | InvestmentIncomeExciseTax |
| Subtotal | 1477 | Subtotal |
| Tax Based On Investment Income | 1477 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3200 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Overpayment | 1717 | Overpayment |
| Amount Credited To Next Year | 1717 | AmountCreditedToNextYear |
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 | true | 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 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation |
|---|---|---|---|---|---|---|---|
| Malena Ramos | 12411 Ventura Boulevard | Studio City | CA | 91604 | Admin Asst | 40.00 | 61250 |
| Dana Marcus | 12411 Ventura Boulevard | Studio City | CA | 91604 | Executive Dir | 40.00 | 70026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6492660 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 31154 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6523814 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 6523814 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 97857 | CashDeemedCharitable |
| Net Noncharitable Assets | 6425957 | NetNoncharitableAssets |
| Minimum Investment Return | 321298 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 321298 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1477 | TaxBasedOnInvestmentIncome |
| Total Tax | 1477 | TotalTax |
| Distributable Amount Before Adj | 319821 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 319821 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 319821 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 766037 | ExpensesAndContributions |
| Qualifying Distributions | 766037 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1477 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 764560 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 319821 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 77568 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 77568 | TotalExcessDistriCarryover |
| Qualifying Distributions | 766037 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 319821 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 446216 | RemainingDistriFromCorpus |
| Total Corpus | 523784 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 523784 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 77568 | ExcessFromYear1 |
| Excess From Current Year | 446216 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Attached Statement A | BusinessNameLine1 |
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 | $361,600 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 361600 | 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 | $2,760 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $203,914 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -223200 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $206,674 | ExclusionAmount |
| Related Or Exempt Function Income | -223200 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -16526 | 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) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $3,435 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 3435 | DisbursementsCharitablePrps |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation (2 entries)
| Employee NameEmployeeName |
|---|
| Malena Ramos |
| Dana Marcus |
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 Freida 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 Freida C. Fox Family Foundation. In 2010, The Freida 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 Freida C. Fox Foundation to Rattle Foundation. |
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 | 2677590 | EOYBookValue |
| EOYFMV | 2677590 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Four Counties Financing LP | AT COST | 115869 | 115869 |
| Investments in 3rd Party Life Insurance | AT COST | 94600 | 94600 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Transfer to Rattle Foundation | Description |
| Amount | $2,805,874 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Telephone | 1440 | 1440 |
| PY Program Costs | 241914 | 241914 |
| Professional Dues | 1290 | 1290 |
| Office Expenses | 2219 | 2219 |
| Information Technology | 6238 | 6238 |
| Bank Fees | 1074 | 1074 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Change in Unrealized Gains/Losses | Description |
| Amount | $766,524 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Software & Web Development | $1,500 | 0 | 0 | 1500 |
| Investment Mgmt Fees | $54,462 | 54462 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| Payroll Taxes | $9,079 | 9079 | |
| Licenses & Permits | $60 | 60 | |
| Foreign Tax Paid | $4,552 | 4552 | |
| Federal Tax Paid | $6,374 |
Comments