JAMES PURDY BARROW FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAMES PURDY BARROW FOUNDATION (EIN 46-1638136)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202541289349102414
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T11:34:36-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830650913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kristina B Simon CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5825 Farr Oak Dr | AddressLine1Txt |
| City | Plano | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461638136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Purdy Barrow Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 2143530356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4209 Park Lane | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Purdy Barrow | PersonNm |
| Person Title | President & Dir | PersonTitleTxt |
| Signature | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kristina B Simon CPA | PreparerPersonNm |
| PTIN | P00683150 | PTIN |
| Phone | 9724730415 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,449,113 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $760 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $173,610 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $173,610 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $173,610 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $160,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,279 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $160,279 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $254,351 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $254,351 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $254,351 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,832 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $589,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $588,240 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $336,721 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $19,841 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,921 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,920 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,031 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,016 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,015 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,898 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,898 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,770 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,935 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,519,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,519,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,546,770 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,529,935 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,957,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $571,405 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $336,721 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,430,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,161,601 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,161,601 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,072 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,240 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,240 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,626,952 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,626,952 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,511,990 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,318,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,629,776 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,771,282 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,380,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,422,569 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,449,113 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,380,339 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,422,569 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,380,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,422,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,380,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,422,569 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,380,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,957,770 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,422,569 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,422,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ST Capital Gain Distribution Touchstone | P | 2024-01-01 | 2024-12-12 | $2,832 | $2,832 | $2,832 |
| Capital Gain Dividends | $251,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $254,351 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,832 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,943 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,943 | SubtotalAmt |
| Tax Based On Investment Income | $7,943 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,240 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,703 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | none | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James P Barrow | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143530356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4209 Park Lane | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| James P Barrow | ||||||
| 4209 Park Lane | Dallas | TX | 75220 | President & Dir | 0.00 | $0 |
| Jean S Barrow | ||||||
| 4209 Park Lane | Dallas | TX | 75220 | Secretary & Dir | 0.00 | $0 |
| Ray Nixon | ||||||
| 4105 Windsor Parkway | Dallas | TX | 75205 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,485,104 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,751,005 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,751,005 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,619,740 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $430,987 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $430,987 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,943 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,943 | TotalTaxAmt |
| Distributable Before Adj | $423,044 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $423,044 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $423,044 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,529,935 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,529,935 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $423,044 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,056 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $596,143 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $273,931 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $433,216 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $500,517 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,804,863 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,529,935 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $423,044 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,106,891 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,911,754 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,056 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,910,698 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $596,143 | ExcessFromYear4Amt |
| Excess From Year3 | $273,931 | ExcessFromYear3Amt |
| Excess From Year2 | $433,216 | ExcessFromYear2Amt |
| Excess From Year1 | $500,517 | ExcessFromYear1Amt |
| Excess From Current Year | $3,106,891 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James P Barrow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Church of the Incarnation | |||||||
| 3966 McKinney Avenue | Dallas | TX | 75204 | none | public | to help their campaign | $200,000 |
| University of S Carolina School of | |||||||
| 1400 Greene Street | Columbia | SC | 29208 | none | public | to help their mission | $50,000 |
| Lumin Education | |||||||
| 924 Wayne Street | Dallas | TX | 75223 | none | public | to assist the organization in its mission to provide quality education to all children | $25,000 |
| Robert E Lee Academy | |||||||
| 630 Cousar Street | Bishopville | SC | 29010 | none | public | to further the school's mission | $200,000 |
| The Living Church Foundation | |||||||
| PO Box 510705 | Milwaukee | WI | 53203 | none | public | to assist organization in its mission of gathering Christians together to pray, learn and build authentic fellowship in Christ | $5,000 |
| Dallas Museum of Art | |||||||
| 1717 North Harwood | Dallas | TX | 75201 | none | public | To assist the museum in its mission to provide a space of wonder and discovery where art comes alive | $25,000 |
| Texas Health Resources Foundation | |||||||
| 612 East Lamar Blvd Suite 300 | Arlington | TX | 76011 | none | public | to help make a difference for patients and families served by Texas Health Resources | $1,000,000 |
| USC Educational Foundation | |||||||
| 1027 Barnwell Street | Columbia | SC | 29208 | none | public | to support the mission of the University of South Carolina | $2,000,000 |
| Nexus Family Recovery Center | |||||||
| 8733 La Prada Drive | Dallas | TX | 75228 | none | public | to help serve women on their journey to recovery amid a community of hope | $2,000 |
| Historic Natchez Foundation | |||||||
| 108 S Commerce Street | Natchez | MS | 39120 | none | public | to help the organization preserve and interpret the history, culture and architecture of Natchez | $2,000 |
| Alzheimer's Foundation of America | |||||||
| 322 8th Avenue | New York | NY | 10001 | none | public | to help the organization in its mission to provide support, services and education to those affected by Alzheimer's disease and related dementias, and fund research for better treatment and a cure | $5,000 |
| 22q Texas | |||||||
| 7710 El Pastel Drive | Dallas | TX | 75248 | none | public | To assist the organization in its mission to enhance the lives of individuals with 22q chromosomal differences | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,519,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,610 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,279 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $251,519 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,832 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $585,408 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,832 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $588,240 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $19,841 | Amt |
| Net Investment Income | $9,921 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,920 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Brokerage Account Fee | $40 | $40 |
| Other Investment Expenses | $5,858 | $5,858 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 Form 990-PF | CategoryTxt |
| Amt | $2,031 | Amt |
| Net Investment Income | $1,016 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,015 | DisbursementsCharitablePrpsAmt |