Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 08-01-2015 , and ending 07-31-2016
Name of foundation
Foxman Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1929 Browning Court
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Highland Park, IL60035
A Employer identification number

20-8073404
B Telephone number (see instructions)

(847) 433-4523
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$599,147J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 9 9  
4 Dividends and interest from securities... 6,320 6,320  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -33,735
b Gross sales price for all assets on line 6a 466,745
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......   393  
12 Total. Add lines 1 through 11........ -27,406 6,722  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,300 2,300    
c Other professional fees (attach schedule).... Click to see attachment 4,173 4,173    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 115 115    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,180 2,180    
22 Printing and publications.......... 1,445 1,445    
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,213 10,213   0
25 Contributions, gifts, grants paid....... 316,109 316,109
26 Total expenses and disbursements. Add lines 24 and 25 326,322 10,213   316,109
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -353,728
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 17,227 34,442 34,442
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 935,255 Click to see attachment564,705 564,705
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 952,482 599,147 599,147
Liabilities 17 Accounts payable and accrued expenses.......... 922 922
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 922 922
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 951,560 598,225
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 951,560 598,225
31 Total liabilities and net assets/fund balances (see instructions). 952,482 599,147
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
951,560
2
Enter amount from Part I, line 27a .....................
2
-353,728
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
393
4
Add lines 1, 2, and 3 ..........................
4
598,225
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
598,225
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Nuveen Build Amn Fund - 860sh D 2011-12-30 2015-08-10
b Mainstay Marketfield - 3950sh P 2013-11-27 2015-08-10
c Deutsche Croci Intl - 265sh P 2015-02-20 2015-08-10
d Deutsche Croci Intl - 187sh P 2015-02-20 2015-12-18
e Deutsche Croci Intl - 62sh P 2015-02-20 2016-01-28
Deutsche Croci Intl - 76sh P 2015-02-20 2016-02-12
Direxion All Cap - 38sh P 2015-02-20 2015-09-10
Direxion All Cap - 50sh P 2015-02-20 2015-12-18
Direxion All Cap - 17sh P 2015-09-17 2016-01-28
Global X Superfund EFT - 250sh P 2014-06-13 2015-08-10
Global X Superfund EFT - 181sh P 2013-02-20 2015-12-18
Global X Superfund EFT -443sh P 2013-02-22 2015-12-18
MS Buffered Plus SP500 -5000sh P 2013-10-31 2016-04-29
Fidelity Adv LVGD Stk 1 - 260sh P 2014-06-13 2015-08-10
Fidelity Adv LVGD Stk 1 - 60sh P 2014-06-13 2015-09-17
Fidelity Adv LVGD Stk 1 - 170sh P 2014-10-31 2015-12-18
Fidelity Adv LVGD Stk 1 - 56sh P 2014-06-13 2016-01-28
Fidelity Adv LVGD Stk 1 - 218sh P 2014-06-13 2016-02-12
Global X Guru ETF - 223sh P 2013-05-07 2015-08-10
Global X Guru ETF - 5sh P 2013-05-07 2015-09-17
Global X Guru ETF - 156sh P 2014-06-13 2015-12-18
Global X Guru ETF - 52sh P 2014-06-13 2016-01-28
Global X Guru ETF - 330sh P 2014-06-13 2016-02-12
Gugenheim SpinOff ETF - 86sh P 2014-04-07 2015-08-10
Gugenheim SpinOff ETF - 66sh P 2014-04-07 2015-12-18
Gugenheim SpinOff ETF - 22sh P 2014-06-13 2016-01-28
Gugenheim SpinOff ETF - 4sh P 2014-06-13 2016-02-12
IShares Core MSCI - 89sh P 2013-09-19 2015-08-10
IShares Core MSCI - 68sh P 2013-09-19 2015-12-18
IShares Core MSCI - 23sh P 2014-04-07 2016-01-28
IShares US Financial - 42sh P 2015-06-22 2015-08-10
IShares US Financial - 1sh P 2015-06-22 2015-09-17
IShares US Financial - 29sh P 2015-06-22 2015-12-18
IShares US Financial - 10sh P 2015-06-22 2016-01-28
IShares US Financial - 61sh P 2015-06-22 2016-02-12
IShares SP 500 - 105sh P 2013-02-22 2015-08-10
IShares SP 500 - 78sh P 2013-02-22 2015-12-18
IShares SP 500 - 26sh P 2013-02-22 2016-01-28
IShares SP 500 - 51sh P 2013-02-22 2016-02-12
Kinetics Paradigm - 575sh P 2013-02-22 2018-08-10
Kinetics Paradigm - 165sh P 2013-02-22 2015-09-17
Kinetics Paradigm - 360sh P 2013-02-22 2015-12-18
Kinetics Paradigm - 118sh P 2013-02-22 2016-01-28
Kinetics Paradigm - 754sh P 2013-02-22 2016-02-12
WisdomTree Trust India - 125sh P 2015-06-22 2015-08-10
WisdomTree Trust India - 89sh P 2015-06-22 2015-12-18
WisdomTree Trust India - 30sh P 2015-06-22 2016-01-28
WisdomTree Trust India - 12sh P 2015-06-22 2016-02-12
WisdomTree Trust Japan - 244sh P 2014-10-31 2015-08-10
WisdomTree Trust Japan - 178sh P 2014-10-31 2015-12-18
WisdomTree Trust Japan - 59sh P 2014-10-31 2016-01-28
WisdomTree Trust Japan - 377sh P 2014-10-31 2016-02-12
WisdomTree Trust Hedge Fd - 208sh P 2014-04-07 2015-08-10
WisdomTree Trust Hedge Fd - 149sh P 2014-06-13 2015-12-18
WisdomTree Trust Hedge Fd - 50sh P 2014-12-31 2016-01-28
WisdomTree Trust Hedge Fd - 316sh P 2014-10-31 2016-02-12
Oppenheimer Revenue Shares - 183sh P   2015-08-10
Oppenheimer Revenue Shares - 62sh P   2016-01-28
Oppenheimer Revenue Shares - 149sh P   2016-02-12
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 17,020   17,295 -275
b 59,105   59,230 -125
c 13,066   12,934 132
d 9,123   10,563 -1,440
e 3,021   3,605 -584
3,690   4,547 -857
2,758   2,758  
3,497   3,630 -133
1,101   1,352 -251
5,422   5,549 -127
3,521   3,821 -300
8,691   9,797 -1,106
59,250   50,000 9,250
15,273   15,317 -44
3,337   3,534 -197
8,934   10,015 -1,081
2,607   3,281 -674
9,893   12,842 -2,949
5,925   5,943 -18
125   133 -8
3,587   4,157 -570
1,056   1,386 -330
6,385   8,795 -2,410
3,926   4,006 -80
2,580   3,005 -425
753   1,002 -249
132   182 -50
3,951   3,995 -44
2,713   3,053 -340
830   1,032 -202
4,054   4,044 10
89   96 -7
2,597   2,792 -195
775   963 -188
4,537   5,873 -1,336
12,407   12,396 11
8,987   9,209 -222
2,796   3,070 -274
5,321   6,021 -700
18,971   19,188 -217
5,224   5,506 -282
10,855   12,010 -1,155
3,265   3,934 -669
19,951   25,194 -5,243
2,784   2,765 19
1,735   1,969 -234
542   664 -122
201   265 -64
14,087   14,018 69
9,392   10,226 -834
2,702   3,390 -688
14,725   21,551 -6,826
13,595   13,341 254
8,638   9,557 -919
2,532   3,207 -675
14,820   20,228 -5,408
10,283   10,332 -49
2,853   3,500 -647
6,755   8,412 -1,657
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -275
b       -125
c       132
d       -1,440
e       -584
      -857
       
      -133
      -251
      -127
      -300
      -1,106
      9,250
      -44
      -197
      -1,081
      -674
      -2,949
      -18
      -8
      -570
      -330
      -2,410
      -80
      -425
      -249
      -50
      -44
      -340
      -202
      10
      -7
      -195
      -188
      -1,336
      11
      -222
      -274
      -700
      -217
      -282
      -1,155
      -669
      -5,243
      19
      -234
      -122
      -64
      69
      -834
      -688
      -6,826
      254
      -919
      -675
      -5,408
      -49
      -647
      -1,657
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -33,735
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -5,181
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 141,392 954,921 000.148067
2013 106,428 993,961 000.107075
2012 153,036 884,789 000.172963
2011 54,227 824,575 000.065764
2010 108,409 723,643 000.149810
2
Total of line 1, column (d) .....................
2000.643679
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
000.128736
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
764,177
5
Multiply line 4 by line 3......................
5
98,377
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
98,377
8
Enter qualifying distributions from Part XII, line 4.............
8
316,109
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5  
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJ Aronson Ltd CPA's Telephone no.bullet (847) 526-2555

    Located atbullet270 Jamie LaneWaucondaIL ZIP+4bullet60084
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Leonard Foxman Director
    001.00     		0    
    3050 NE 44th St
    Light House Point,FL33064
    Shelley Foxman Director
    001.00     		0    
    3050 NE 44th St
    Light House Point,FL33064
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Jewish United Fund Charitable Contribution 178,055
    2 ELNET Charitable Contribution 103,300
    3 Evanston Township High School Eduation Fund Tuition Assistance Fund for Needy Students 10,000
    4 BSS Beth El Charitable Contribution 15,504
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    749,980
    b
    Average of monthly cash balances.......................
    1b
    25,834
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    775,814
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    775,814
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) Click to see attachment.............................
    4
    11,637
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    764,177
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    38,209
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    38,209
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
     
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    38,209
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    38,209
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    38,209
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    316,109
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    316,109
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    316,109
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 38,209
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 72,443
    b From 2011...... 13,281
    c From 2012...... 108,959
    d From 2013...... 56,935
    e From 2014...... 93,774
    fTotal of lines 3a through e........ 345,392
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 316,109
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 38,209
    e Remaining amount distributed out of corpus 277,900
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 623,292
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		72,443
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		550,849
    10 Analysis of line 9:
    a Excess from 2011.... 13,281
    b Excess from 2012.... 108,959
    c Excess from 2013.... 56,935
    d Excess from 2014.... 93,774
    e Excess from 2015.... 277,900
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
    0 14,017 12,794 8,130 34,941
    b 85% of line 2a .........   11,914 10,875 6,911 29,700
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		316,109 141,456 106,428 153,117 717,110
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		316,109 141,456 106,428 153,117 717,110
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		25,473 31,831 33,132 29,493 119,929
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income     12,794 13,657 26,451
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    Leonard Foxman
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    Not applicable
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Rochelle Foxman
    1929 Browning Court
    Highland Park,IL60035
    (847) 433-4523
    bThe form in which applications should be submitted and information and materials they should include:
    General Request Letter
    cAny submission deadlines:
    not applicable
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    not applicable
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    NSS Bethel
    1175 Sheridan Road
    Highland Park,IL60035     		  PC Charitable Contribution 15,504
    Chicago Symphony Orchestra
    220 S Michigan Avenue
    Chicago,IL60604     		  EOF Charitable Contribution 2,000
    Cool Clothes Closet of South Palm Beach County Inc
    1502 Highland Lane
    Delray Beach,FL33444     		  EOF Charitable Contribution 7,000
    Evanston Township KS Education Program
    1600 Dodge Avenue
    Evanston,IL60201     		  EOF Charitable Contribution 10,000
    Journeys The Road Home
    1140 E Northwest Highway
    Palatine,IL60074     		  EOF Charitable Contribution 250
    Jewish United Fund
    30 S Wells St
    Chicago,IL60606     		  EOF Charitable Contribution 178,055
    Elnet
    Albrechtstr 22 10117
    Berlin    
    GM     		  EOF Charitable Contribution 103,300
    Total .................................bullet 3a 316,109
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities.... 900099   14 6,329  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		523000   18 -33,735  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   -27,406  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-27,406
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID: 15000290
    Software Version: 15.3.0.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    Foxman Family Foundation
     
    Employer identification number

    20-8073404
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    Foxman Family Foundation
          		Employer identification number
    20-8073404
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    Foxman Family Foundation
          		Employer identification number

    20-8073404
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a)
    No.from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    Foxman Family Foundation
          		Employer identification number

    20-8073404
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID: 15000290
    Software Version: 15.3.0.0

    TY 2015 AccountingFeesSchedule
    Name:
    Foxman Family Foundation
    EIN:
    20-8073404
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Joel Aronson, CPA 2,300 2,300    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 GainLossSaleOtherAssetsSch
    Name:
    Foxman Family Foundation
    EIN:
    20-8073404
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Nuveen Build Amn Fund - 860sh 2011-12 D 2015-08   17,020 17,295     -275  
    Mainstay Marketfield - 3950sh 2013-11 P 2015-08   59,105 59,230     -125  
    Deutsche Croci Intl - 265sh 2015-02 P 2015-08   13,066 12,934     132  
    Deutsche Croci Intl - 187sh 2015-02 P 2015-12   9,123 10,563     -1,440  
    Deutsche Croci Intl - 62sh 2015-02 P 2016-01   3,021 3,605     -584  
    Deutsche Croci Intl - 76sh 2015-02 P 2016-02   3,690 4,547     -857  
    Direxion All Cap - 38sh 2015-02 P 2015-09   2,758 2,758        
    Direxion All Cap - 50sh 2015-02 P 2015-12   3,497 3,630     -133  
    Direxion All Cap - 17sh 2015-09 P 2016-01   1,101 1,352     -251  
    Global X Superfund EFT - 250sh 2014-06 P 2015-08   5,422 5,549     -127  
    Global X Superfund EFT - 181sh 2013-02 P 2015-12   3,521 3,821     -300  
    Global X Superfund EFT -443sh 2013-02 P 2015-12   8,691 9,797     -1,106  
    MS Buffered Plus SP500 -5000sh 2013-10 P 2016-04   59,250 50,000     9,250  
    Fidelity Adv LVGD Stk 1 - 260sh 2014-06 P 2015-08   15,273 15,317     -44  
    Fidelity Adv LVGD Stk 1 - 60sh 2014-06 P 2015-09   3,337 3,534     -197  
    Fidelity Adv LVGD Stk 1 - 170sh 2014-10 P 2015-12   8,934 10,015     -1,081  
    Fidelity Adv LVGD Stk 1 - 56sh 2014-06 P 2016-01   2,607 3,281     -674  
    Fidelity Adv LVGD Stk 1 - 218sh 2014-06 P 2016-02   9,893 12,842     -2,949  
    Global X Guru ETF - 223sh 2013-05 P 2015-08   5,925 5,943     -18  
    Global X Guru ETF - 5sh 2013-05 P 2015-09   125 133     -8  
    Global X Guru ETF - 156sh 2014-06 P 2015-12   3,587 4,157     -570  
    Global X Guru ETF - 52sh 2014-06 P 2016-01   1,056 1,386     -330  
    Global X Guru ETF - 330sh 2014-06 P 2016-02   6,385 8,795     -2,410  
    Gugenheim SpinOff ETF - 86sh 2014-04 P 2015-08   3,926 4,006     -80  
    Gugenheim SpinOff ETF - 66sh 2014-04 P 2015-12   2,580 3,005     -425  
    Gugenheim SpinOff ETF - 22sh 2014-06 P 2016-01   753 1,002     -249  
    Gugenheim SpinOff ETF - 4sh 2014-06 P 2016-02   132 182     -50  
    IShares Core MSCI - 89sh 2013-09 P 2015-08   3,951 3,995     -44  
    IShares Core MSCI - 68sh 2013-09 P 2015-12   2,713 3,053     -340  
    IShares Core MSCI - 23sh 2014-04 P 2016-01   830 1,032     -202  
    IShares US Financial - 42sh 2015-06 P 2015-08   4,054 4,044     10  
    IShares US Financial - 1sh 2015-06 P 2015-09   89 96     -7  
    IShares US Financial - 29sh 2015-06 P 2015-12   2,597 2,792     -195  
    IShares US Financial - 10sh 2015-06 P 2016-01   775 963     -188  
    IShares US Financial - 61sh 2015-06 P 2016-02   4,537 5,873     -1,336  
    IShares SP 500 - 105sh 2013-02 P 2015-08   12,407 12,396     11  
    IShares SP 500 - 78sh 2013-02 P 2015-12   8,987 9,209     -222  
    IShares SP 500 - 26sh 2013-02 P 2016-01   2,796 3,070     -274  
    IShares SP 500 - 51sh 2013-02 P 2016-02   5,321 6,021     -700  
    Kinetics Paradigm - 575sh 2013-02 P 2018-08   18,971 19,188     -217  
    Kinetics Paradigm - 165sh 2013-02 P 2015-09   5,224 5,506     -282  
    Kinetics Paradigm - 360sh 2013-02 P 2015-12   10,855 12,010     -1,155  
    Kinetics Paradigm - 118sh 2013-02 P 2016-01   3,265 3,934     -669  
    Kinetics Paradigm - 754sh 2013-02 P 2016-02   19,951 25,194     -5,243  
    WisdomTree Trust India - 125sh 2015-06 P 2015-08   2,784 2,765     19  
    WisdomTree Trust India - 89sh 2015-06 P 2015-12   1,735 1,969     -234  
    WisdomTree Trust India - 30sh 2015-06 P 2016-01   542 664     -122  
    WisdomTree Trust India - 12sh 2015-06 P 2016-02   201 265     -64  
    WisdomTree Trust Japan - 244sh 2014-10 P 2015-08   14,087 14,018     69  
    WisdomTree Trust Japan - 178sh 2014-10 P 2015-12   9,392 10,226     -834  
    WisdomTree Trust Japan - 59sh 2014-10 P 2016-01   2,702 3,390     -688  
    WisdomTree Trust Japan - 377sh 2014-10 P 2016-02   14,725 21,551     -6,826  
    WisdomTree Trust Hedge Fd - 208sh 2014-04 P 2015-08   13,595 13,341     254  
    WisdomTree Trust Hedge Fd - 149sh 2014-06 P 2015-12   8,638 9,557     -919  
    WisdomTree Trust Hedge Fd - 50sh 2014-12 P 2016-01   2,532 3,207     -675  
    WisdomTree Trust Hedge Fd - 316sh 2014-10 P 2016-02   14,820 20,228     -5,408  
    Oppenheimer Revenue Shares - 183sh   P 2015-08   10,283 10,332     -49  
    Oppenheimer Revenue Shares - 62sh   P 2016-01   2,853 3,500     -647  
    Oppenheimer Revenue Shares - 149sh   P 2016-02   6,755 8,412     -1,657  

    TY 2015 GeneralExplanationAttachment
    Name:
    Foxman Family Foundation
    EIN:
    20-8073404
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Identifier Return Reference Explanation

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    Foxman Family Foundation
    EIN:
    20-8073404
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Name of Bond End of Year Book Value End of Year Fair Market Value

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    Foxman Family Foundation
    EIN:
    20-8073404
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    150000 shares of Buffered Plus S P 500 164,981 164,981
    75000 shares of Buffered Plus Emerging Markets 74,400 74,400
    155 shares of Ironwood Multi Strategy 161,657 161,657
    137 shares of Fidelity Advisors 7,451 7,451
    332 shares of Global X Superdividend ETF 7,189 7,189
    454 shares of First Trust Dorsey 10,447 10,447
    771 shares of Hartford Core Equity 19,099 19,099
    141 shares of IShares Core MSCI ETF 6,541 6,541
    112 shares of IShares SP 500 Growth 13,659 13,659
    241 shares of Oppenheimer Revenue Shares Small Cap ETF 14,168 14,168
    705 shares of IShares MSCI Japan Fund 8,502 8,502
    380 shares of IShares SP 500 Total US Fund 18,814 18,814
    133 shares of Guggenheim SpinOff ETF 5,581 5,581
    121 shares of IShares Core MSCI Emerging Markets 6,200 6,200
    235 shares of Global X JPM US Sector 5,638 5,638
    355 shares of Deutsche Croci Intl Funds 14,311 14,311
    105 shares of Direxion All Cap 7,917 7,917
    174 shares of WisdomTree India Fund 3,720 3,720
    558 shares of Duetsche X-Trackers MSCI 14,430 14,430

    TY 2015 LegalFeesSchedule
    Name:
    Foxman Family Foundation
    EIN:
    20-8073404
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes


    TY 2015 OtherIncomeSchedule2
    Name:
    Foxman Family Foundation
    EIN:
    20-8073404
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Appreceiation in market value of assets   393  


    TY 2015 OtherIncreasesSchedule
    Name:
    Foxman Family Foundation
    EIN:
    20-8073404
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Description Amount
    Net Increase in Market Value - Investments 393


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    Foxman Family Foundation
    EIN:
    20-8073404
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Fees - Morgan Stanley 4,173 4,173    


    TY 2015 SubstantialContributorsSch
    Name:
    Foxman Family Foundation
    EIN:
    20-8073404
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Name Address
    Leonard Foxman 3050 NE 44 Th Street
    Light House Point,FL33064


    TY 2015 TaxesSchedule
    Name:
    Foxman Family Foundation
    EIN:
    20-8073404
    Software ID:
    15000290
    Software Version:
    15.3.0.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Tax on investment income 64 64    
    IL Filing Fees Income tax 51 51