JAMES PURDY BARROW FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JAMES PURDY BARROW FOUNDATION (EIN 46-1638136)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-03
- IRS object ID
- 201822159349100502
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-03T09:12:36-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-03 | 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 | 2017 | 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 | $3,114,925 | 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 | $1,097 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,097 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,097 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $47,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,598 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $47,598 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $180,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,821 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $180,821 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,073 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $231,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $229,516 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $49,768 | 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 | $1,070 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $535 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $535 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,285 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,285 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,285 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,285 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $228,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,231 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,768 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $501,657 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $502,754 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $502,754 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $17,872 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,802 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,802 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,482,902 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,711,323 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,595,369 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,002,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,230,879 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,114,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,002,431 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,230,879 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,002,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,230,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,002,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,230,879 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,002,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $228,446 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $2,230,879 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,230,879 | 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 |
|---|---|---|---|---|---|---|
| Short Term Capital Gain Distribution | P | 2017-01-01 | 2017-12-14 | $1,073 | $1,073 | $1,073 |
| Capital Gain Dividends | $179,748 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $180,821 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,073 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $177,981 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,580,325 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06898 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,007,336 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,012,450 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.66635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,169,864 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,297,275 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.40962 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $432,049 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,323,833 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.18592 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $79,350 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 1.330863 | TotalDistributionRt |
| Average Distribution | 0.266173 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,856,537 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $760,333 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,282 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $762,615 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,285 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,565 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,565 | SubtotalAmt |
| Tax Based On Investment Income | $4,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,802 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,802 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,237 | OverpaymentAmt |
| Applied To ES Tax | $12,237 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | $2,398,007 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $502,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,900,038 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,900,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,856,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,827 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,565 | TotalTaxAmt |
| Distributable Before Adj | $138,262 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $138,262 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $138,262 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,285 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,285 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,285 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $138,262 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $332,525 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,949,596 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,865,769 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,197,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,285 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,285 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $136,977 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $136,977 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,060,948 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,060,948 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $195,548 | ExcessFromYear4Amt |
| Excess From Year3 | $1,949,596 | ExcessFromYear3Amt |
| Excess From Year2 | $1,865,769 | ExcessFromYear2Amt |
| Excess From Year1 | $50,035 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James P Barrow | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,097 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $179,748 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,073 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $228,443 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,073 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,516 | 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 | 259018.831sh Touchstone Value Fund | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,711,323 | BookValueAmt |
| EOYFMV | $2,595,369 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2016 Form 990-PF | CategoryTxt |
| Amt | $1,070 | Amt |
| Net Investment Income | $535 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $535 | DisbursementsCharitablePrpsAmt |