JAMES PURDY BARROW FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JAMES PURDY BARROW FOUNDATION (EIN 46-1638136)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-03
- IRS object ID
- 201611249349100141
- Schema version
- 2015v2.0
- 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 | 2016-05-03T13:08:21-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Herold Madsen Lefkovits & Simon PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2840 Keller Springs Rd Ste 1001 | AddressLine1Txt |
| City | Carrollton | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-05-03 | 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 | 9728207888 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,698,973 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $301 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $301 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $301 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $34,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,817 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,817 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $429,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $590,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $429,552 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $464,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $464,670 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35,118 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,310 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $655 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $655 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $22,298 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,149 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,149 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,864 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,023,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,011,864 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,559,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $452,806 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,118 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,265,313 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $677,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $677,766 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,456 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,400 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,400 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $305,098 | CorporateStockBOYAmt |
| Other Investments BOY | $1,251,361 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,426,735 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,998,807 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,830,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,126,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,698,973 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,830,228 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,126,901 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,830,228 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,126,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,830,228 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,126,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,830,228 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,559,058 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,271,170 | SubtotalAmt |
| Other Decreases | $144,269 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,126,901 | 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 |
|---|---|---|---|---|---|---|---|
| 10000 Generac Holdings | P | 2013-10-17 | 2015-01-13 | $449,824 | $160,829 | $288,995 | $288,995 |
| Capital Gain Dividends | $140,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $429,552 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,169,864 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,297,275 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.40962 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $432,049 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,323,833 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.18592 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $79,350 | NetVlNoncharitableAssetsYr3Amt |
| Total Distribution | 0.595540 | TotalDistributionRt |
| Average Distribution | 0.198513 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,012,450 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $598,010 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,528 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $602,538 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,011,864 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,528 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,528 | SubtotalAmt |
| Tax Based On Investment Income | $4,528 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $17,872 | OverpaymentAmt |
| Applied To ES Tax | $17,872 | 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 | $2,041,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,016,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,058,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,058,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,012,450 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,623 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,623 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,528 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,528 | TotalTaxAmt |
| Distributable Before Adj | $146,095 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $146,095 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $146,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,011,864 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,011,864 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,528 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,007,336 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,095 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $332,525 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,949,596 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,282,121 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,011,864 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,865,769 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,147,890 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,147,890 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $332,525 | ExcessFromYear2Amt |
| Excess From Year1 | $1,949,596 | ExcessFromYear1Amt |
| Excess From Current Year | $1,865,769 | 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 (8 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 | $1,000,000 |
| Tara Hall for Boys | |||||||
| 510 Tara Hall Road | Georgetown | SC | 29440 | none | public | to help the organization with its mission | $50,000 |
| Daughters of Divine Charity | |||||||
| 850 Hylan Boulevard | Staten Island | NY | 10305 | none | public | to assist the nuns in their mission | $25,000 |
| St Joseph Hill Academy | |||||||
| 850 Hylan Boulevard | Staten Island | NY | 10305 | none | public | to help achieve their educational goals | $50,000 |
| Classical American Homes Preservati | |||||||
| 69 East 93rd Street | New York | NY | 10128 | none | public | to preserve historic homes and celebrate them | $25,000 |
| Lumin Education | |||||||
| 924 Wayne Street | Dallas | TX | 75223 | none | public | to assist the organization in its mission to provide quality education to all children | $100,000 |
| Notre Dame School of Dallas | |||||||
| 2018 Allen Street | Dallas | TX | 75204 | none | public | to further the school's mission | $250,000 |
| Robert E Lee Academy | |||||||
| 630 Cousar Street | Bishopville | SC | 29010 | none | public | to further the school's mission | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,000,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,817 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $429,552 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $464,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $464,670 | 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 | $1,310 | Amt |
| Net Investment Income | $655 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $655 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Brokerage Fees | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2014 Form 990-PF | CategoryTxt |
| Amt | $22,298 | Amt |
| Net Investment Income | $11,149 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,149 | DisbursementsCharitablePrpsAmt |