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FOX-EVERETT FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
FOX-EVERETT FOUNDATION (EIN 20-0049482)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-10
IRS object ID
201341309349101009
Schema version
2012v2.1
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)
Timestamp2013-05-10T10:50:08-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN201941244EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HORNE LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11020 HIGHLAND COLONY PKWY STE 400AddressLine1
CityRIDGELANDCity
StateMSState
ZIP Code39157ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200049482EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1FOX-EVERETT FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlFOX-NameControl
Phone6016075405Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 6006AddressLine1
CityRIDGELANDCity
StateMSState
ZIP Code391586006ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJON BROWNINGName
TitleSECRETARY/TREASURERTitle
Phone6016075405Phone
Date Signed2013-05-06DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKIRK HINES CPAName
PTINP00228308PTIN
Phone6013261000Phone
Date Prepared2013-05-06DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY106915FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss11380ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss168InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm168InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses11548TotalRevenueAndExpenses
Total Net Investment Income168TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss0TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss10000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps10000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss10000TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps10000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses1548ExcessOfRevenueOverExpenses
Net Investment Income168NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY105367SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY106915SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV106915SavingsAndTempCashInvstEOYFMV
Total Assets BOY105367TotalAssetsBOY
Total Assets EOY106915TotalAssetsEOY
Total Assets EOYFMV106915TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY105367CapitalStockBOY
Capital Stock EOY106915CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY105367TotalNetAssetsBOY
Total Net Assets EOY106915TotalNetAssetsEOY
Total Liabilities Net Assets BOY105367TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY106915TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY105367TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses1548ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal106915Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY106915TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year19997QualifyingDistributionsYear1
Noncharitable Assets Year1100985NoncharitableAssetsYear1
Distribution Ratio Year10.098995DistributionRatioYear1
Qualifying Distributions Year210000QualifyingDistributionsYear2
Noncharitable Assets Year294056NoncharitableAssetsYear2
Distribution Ratio Year20.106320DistributionRatioYear2
Qualifying Distributions Year310000QualifyingDistributionsYear3
Noncharitable Assets Year387894NoncharitableAssetsYear3
Distribution Ratio Year30.113773DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year488858NoncharitableAssetsYear4
Distribution Ratio Year40.000000DistributionRatioYear4
Qualifying Distributions Year50QualifyingDistributionsYear5
Noncharitable Assets Year565453NoncharitableAssetsYear5
Distribution Ratio Year50.000000DistributionRatioYear5
Total Distribution Ratio0.319088TotalDistributionRatio
Average Distribution Ratio0.063818AverageDistributionRatio
Net Noncharitable Assets108385NetNoncharitableAssets
Adjusted Noncharitable Assets6917AdjustedNoncharitableAssets
One Percent Net Investment Income2OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One6919AdjNonchrtblAssetsAndOnePct
Qualifying Distributions10000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax2InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal2Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income2TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due2TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMSStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1JON BROWNING FOX-EVERETT INCBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number6016075405BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1300 CONCOURSE BLVDAddressLine1
CityRIDGELANDCity
StateMSState
ZIP Code39157ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WE KINCHEN
P O BOX 6006RIDGELANDMS391586006PRESIDENT0.00000
PEGGY HEMPHILL
P O BOX 6006RIDGELANDMS391586006VICE-PRESIDENT0.00000
JON BROWNING
P O BOX 6006RIDGELANDMS391586006SECRETARY/TREASURER2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1DIRECT GRANTS TO CHARITABLE ORGANIZATIONSDescription1
Expenses110000Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1NONEDescription1
Amount10Amount1
All Oth Prog Rltd Investments Total0AllOthProgRltdInvestmentsTotal
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances110036AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets110036TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets110036AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1651CashDeemedCharitable
Net Noncharitable Assets108385NetNoncharitableAssets
Minimum Investment Return5419MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5419MinimumInvestmentReturn
Tax Based On Investment Income2TaxBasedOnInvestmentIncome
Total Tax2TotalTax
Distributable Amount Before Adj5417DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded5417DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted5417DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions10000ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions10000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm2OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions9998AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5417DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year35610ExcessDistriCarryoverYear3
Excess Distri Carryover Year25302ExcessDistriCarryoverYear2
Excess Distri Carryover Year14954ExcessDistriCarryoverYear1
Total Excess Distri Carryover15866TotalExcessDistriCarryover
Qualifying Distributions10000QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year5417AppliedToCurrentYear
Remaining Distri From Corpus4583RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus20449TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year20449ExcessDistriCyovToNextYear
Excess From Year35610ExcessFromYear3
Excess From Year25302ExcessFromYear2
Excess From Year14954ExcessFromYear1
Excess From Current Year4583ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerWE KINCHENContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BURIED TREASURES HOME
PO BOX 720672BYRAMMS39272NONEPUBLIC CHARITYTO SUPPORT THE MISSION OF THE ORGANIZATION$2,000
MADCAAP
3141 SOUTH LIBERTY STREETCANTONMS39046NONEPUBLIC CHARITYTO SUPPORT THE MISSION OF THE ORGANIZATION$2,000
MISSION FIRST INC
275 ROSENEATH STREETJACKSONMS39203NONEPUBLIC CHARITYTO SUPPORT THE MISSION OF THE ORGANIZATION$2,000
ST VINCENT DEPAUL PHARMACY
735 DIVISION STBILOXIMS39530NONEPUBLIC CHARITYTO SUPPORT THE MISSION OF THE ORGANIZATION$2,000
SOUTH RANKIN FOOD RESOURCE INC
235 RICHLAND CRRICHLANDMS39218NONEPUBLIC CHARITYTO SUPPORT THE MISSION OF THE ORGANIZATION$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year10000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$168ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$168ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA168TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionNONEDescription
Amount$0Amount