Civic Intelligence

Gerald C Fox Foundation

990PF • Fiscal year 2023 • EIN 31-1802268

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 27, 2024

Organization Profile
5735 Lindsay StMinneapolis, MN 55422-4655

(763) 544-0321

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

99th percentile

2.52x

Higher debt load relative to assets than 99% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

99th percentile

8.37x

Higher debt load relative to revenue than 99% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

5th percentile

-160%

Higher net margin than 5% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

98th percentile

238%

Faster asset growth than 98% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$850,406

Up $598,752 (+238%) from 2022

Net Assets

Up

-$1,289,187

Up $1,144,152 (+47%) from 2022

Liabilities

Down

$2,139,593

Down $545,400 (-20%) from 2022

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin5th percentile

Revenue

Up

$255,567

Up $255,567 from 2022

Expenses

Up

$663,898

Up $209,327 (+46%) from 2022

Net Income

Up

-$408,331

Up $46,240 (+10%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$2.0M$0-$2.0M-$4.0MAssets 2013: $35,198Liabilities 2013: $0Net Assets 2013: $35,1982013Assets 2014: $70,173Liabilities 2014: $0Net Assets 2014: $70,1732014Assets 2015: $80,148Liabilities 2015: $0Net Assets 2015: $80,1482015Assets 2016: $40,123Liabilities 2016: $0Net Assets 2016: $40,1232016Assets 2017: $37,043Liabilities 2017: $0Net Assets 2017: $37,0432017Assets 2018: $14,697Liabilities 2018: $360,000Net Assets 2018: -$345,3032018Assets 2019: $28,778Liabilities 2019: $615,000Net Assets 2019: -$586,2222019Assets 2020: $111,872Liabilities 2020: $1,600,000Net Assets 2020: -$1,488,1282020Assets 2021: $16,632Liabilities 2021: $1,995,400Net Assets 2021: -$1,978,7682021Assets 2022: $251,654Liabilities 2022: $2,684,993Net Assets 2022: -$2,433,3392022Assets 2023: $850,406Liabilities 2023: $2,139,593Net Assets 2023: -$1,289,1872023

Highlighted filing

2023

Assets$850,406
Liabilities$2,139,593
Net Assets-$1,289,187
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2013: $100,300Expenses 2013: $65,102Net Income 2013: $35,1982013Revenue 2014: $100,000Expenses 2014: $65,025Net Income 2014: $34,9752014Revenue 2015: $100,000Expenses 2015: $90,025Net Income 2015: $9,9752015Revenue 2016: $0Expenses 2016: $40,025Net Income 2016: -$40,0252016Revenue 2017: $0Expenses 2017: $3,080Net Income 2017: -$3,0802017Revenue 2018: $1,000Expenses 2018: $383,346Net Income 2018: -$382,3462018Revenue 2019: $205,000Expenses 2019: $445,919Net Income 2019: -$240,9192019Revenue 2020: $0Expenses 2020: $901,906Net Income 2020: -$901,9062020Revenue 2021: $0Expenses 2021: $490,640Net Income 2021: -$490,6402021Revenue 2022: $0Expenses 2022: $454,571Net Income 2022: -$454,5712022Revenue 2023: $255,567Expenses 2023: $663,898Net Income 2023: -$408,3312023

Highlighted filing

2023

Revenue$255,567
Expenses$663,898
Net Income-$408,331
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 27, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David K FoxDirector-$0--
Margene FoxDirector-$0--
Allison K Fox-GreeneDirector-$0--
Charles B FoxDirector-$0--
Filing and Contact Details

Filer

Filer Name
Gerald C Fox Foundation
EIN
31-1802268
Phone
7635440321
Address
5735 Lindsay St, Minneapolis, MN 55422-4655

Signing Officer

Name
William D Pickell
Title
Secretary
Phone
7635440321
Signed
2024-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
Raw XML Appendix366 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02965
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02965
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Page 1, Part I Line 16A and Page 2, Part II Line 20
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Legal fees of $658,473 were incurred in 2023 with respect to litigation with a former foundation director to preserve its assets for its charitable purpose. Loans were obtained to pay the current year legal fees incurred in defense of the foundation's assets.
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0671
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0671
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0671
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02965
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02965
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01552483
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0254896
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-408331
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt01552483
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0671
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0671
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0738066
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0658473
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0443
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01552483
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0743263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0663898
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0671
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0255567
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0743263
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0663898
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02207
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02207
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-408331
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01552483
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0-1289187
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0-2433339
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0-1289187
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01572428
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019945
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01572428
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019951
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt01552483
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/DistributableAmountGrp/TotalTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0850406
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt02684993
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt02139593
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-2433339
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1289187
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0251654
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0850406
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0850406
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0251654
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0850406
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0850406
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02684993
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02139593
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0251654
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0850406
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0-2433339
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0-1289187
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0405103
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0405103
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06077
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019951
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0399026
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0405103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Fredrikson & Byron PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Buchalter Nemer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Todd F Taggart Consulting
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0391123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1170271
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt290767
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Legal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Legal
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Legal and Consulting
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0200 South Sixth Street Suite 4000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt11000 Wilshire Boulevard Suite 1500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt25017 Windsor Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Minneapolis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Edina
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0554021425
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd1900171730
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd2554362440
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David K Fox
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Margene Fox
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Allison K Fox-Greene
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Charles B Fox
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 1325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 1325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2253 Lake Street E Apt 405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3459 Field Point Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Boca Grande
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Boca Grande
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wayzata
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Greenwich
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033921
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133921
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255391
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd306830
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0743263
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0743263
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Willam D Pickell
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05735 Lindsay Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Minneapolis
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055422
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08555440321
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0743263
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01572428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0829165
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0373244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0488369
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0829165
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032448
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt032448
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0743263
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032448
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0861613
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Gerald Fox Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0BMO Bank NA 320 S Canal Street 12th
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Chicago
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060606
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0254896
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees - See Statement 7
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Lakeland Leasing
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0731755
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt16311
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0652162
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt16311
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt10
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt01600000
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt1250000
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt21589
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt378004
LoansFromOfficersSchedule/LoansFromOfficerGrp/BalanceDueAmt4210000
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt00.000000000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt10.000000000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt20.000000000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt30.000000000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/InterestRt40.000000000000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc0N/A
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc1N/A
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc2N/A
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc3N/A
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderConsiderationDesc4N/A
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Fox Family Foundation
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm1Lakeland Group Foundation
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm2David Fox
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm3Gerald Fox Trust
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm4Lakeland Group Foundation
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt01600000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt1250000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt21589
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt378004
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt4210000
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0See statement 7.
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt1See statement 7.
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt2See statement 7.
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt3See statement 7.
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt4See statement 7.
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt02020-11
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt12022-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt22022-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt32022-12
LoansFromOfficersSchedule/LoansFromOfficerGrp/NoteDt42023-05
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt0Payable on demand.
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt1Payable on demand.
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt2Payable on demand.
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt3Payable on demand.
LoansFromOfficersSchedule/LoansFromOfficerGrp/RepaymentTermsTxt4Payable on demand.
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0Note is unsecured.
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt1Note is unsecured.
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt2Note is unsecured.
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt3Note is unsecured.
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt4Note is unsecured.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MN AG Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0228
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0228
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01552483
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Recover of legal fees that were used as qualifying distributions.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0William D Pickell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum07635440321
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Gerald C Fox Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0311802268
ReturnHeader/Filer/PhoneNum07635440321
ReturnHeader/Filer/USAddress/AddressLine1Txt05735 Lindsay St
ReturnHeader/Filer/USAddress/CityNm0Minneapolis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0554224655
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eide Bailly LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 Nicollet Mall Ste 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Minneapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554027033
ReturnHeader/PreparerPersonGrp/PhoneNum06122536500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Deb Nelson CPA
ReturnHeader/ReturnTs02024-03-04T08:46:40-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Pickell
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$850,406
Liabilities
$2,139,593
Net assets
-$1,289,187
Revenue
$255,567
Expenses
$663,898
Net income
-$408,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.85$2.14$1.29$0.26$0.66$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$2.68$2.43$0.00$0.45$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$2.00$1.98$0.00$0.49$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$1.60$1.49$0.00$0.90$0.90
2019Detailed filing. Detailed filing data is available for this year.$0.03$0.62$0.59$0.21$0.45$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.36$0.35$0.00$0.38$0.38
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.04$0.00$0.04$0.00$0.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.10$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.10$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.10$0.07$0.04