JAMES PURDY BARROW FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAMES PURDY BARROW FOUNDATION (EIN 46-1638136)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-11
- IRS object ID
- 202001639349100815
- Schema version
- 2019v5.0
- 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 | 2020-06-11T12:17:02-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2146651900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 Ross Avenue 31st Floor | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Purdy Barrow | PersonNm |
| Person Title | President & Dir | PersonTitleTxt |
| Signature | 2020-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,288,789 | 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 | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $39,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,293 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $39,293 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $150,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $208,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $150,706 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $191,513 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,013 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $39,307 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,562 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,563 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,312 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,312 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,313 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $186,701 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,307 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,657 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,671 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,671 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $12,237 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,112 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,112 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,623,977 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,713,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,276,006 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,641,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,726,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,288,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,641,871 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,641,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,726,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,641,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,726,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,641,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,888 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,726,759 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,726,759 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10050.251 Touchstone Value | P | 2010-01-01 | 2019-11-01 | $100,000 | $58,054 | $41,946 | $41,946 |
| Capital Gain Dividends | $108,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $150,706 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,097,918 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,485,227 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.44178 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,856,537 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00045 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $177,981 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,580,325 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06898 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,007,336 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,012,450 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.66635 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,169,864 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,297,275 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.40962 | DistributionYr5Rt |
| Total Distribution | 1.587170 | TotalDistributionRt |
| Average Distribution | 0.317434 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,119,825 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $672,905 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,867 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $674,772 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,313 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,734 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,734 | SubtotalAmt |
| Tax Based On Investment Income | $3,734 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,112 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,112 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,378 | OverpaymentAmt |
| Applied To ES Tax | $3,378 | 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 | 2146651900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 Ross Avenue 31st Floor | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | 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 | ||||||
| 2200 Ross Avenue 31st Floor | Dallas | TX | 75201 | 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 | $2,146,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,666 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,152,107 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,152,107 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,119,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,734 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,734 | TotalTaxAmt |
| Distributable Before Adj | $102,257 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $102,257 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $102,257 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,313 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $103,313 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $103,313 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,257 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,949,596 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,865,769 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,035 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $983,907 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,849,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,313 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,257 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,056 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,850,363 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,949,596 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,900,767 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,865,769 | ExcessFromYear4Amt |
| Excess From Year3 | $50,035 | ExcessFromYear3Amt |
| Excess From Year1 | $983,907 | ExcessFromYear1Amt |
| Excess From Current Year | $1,056 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | St Joseph Hill Academy High School | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 Hylan Blvd | AddressLine1Txt |
| City | Staten Island | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | To support 100 year old school in its mission to provide excellence in Catholic education | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,293 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $108,760 | ExclusionAmt |
| Related Or Exempt Function Incm | $41,946 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $148,067 | ExclusionAmt |
| Related Or Exempt Function Incm | $41,946 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,013 | 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 | Accounting Fees | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 233916.307 sh Touchstone Value Fund | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,713,976 | BookValueAmt |
| EOYFMV | $2,276,006 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2018 Form 990-PF | CategoryTxt |
| Amt | $5,125 | Amt |
| Net Investment Income | $2,562 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,563 | DisbursementsCharitablePrpsAmt |