J W BARNETT JR FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- J W BARNETT JR FAMILY FOUNDATION (EIN 64-0867006)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201541289349100414
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-08T08:38:31-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640886275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLT & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2815 HWY 15 NORTH | AddressLine1Txt |
| City | LAUREL | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 394401812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640867006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JW BARNETT JR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JWBA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3429 OLD BAY SPRINGS ROAD | AddressLine1Txt |
| City | LAUREL | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39440 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIM KNOX | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2015-04-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DILL | PreparerPersonNm |
| PTIN | P00001434 | PTIN |
| Phone | 6016493000 | PhoneNum |
| Preparation | 2015-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $171,944 | 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 | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Savings Adj Net Incm | $10 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,421 | DividendsRevAndExpnssAmt |
| Dividends Adj Net Incm | $4,421 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,075 | GrossSalesPriceAmt |
| Total Rev And Expnss | $26,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,431 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,755 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $103 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $334 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $11,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,658 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,658 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$108,971 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,431 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,427 | CashBOYAmt |
| Cash EOY | $6,690 | CashEOYAmt |
| Cash EOYFMV | $6,690 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,495 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,254 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $61,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $171,944 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $61,922 | UnrestrictedBOYAmt |
| Unrestricted EOY | $135,841 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $135,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$108,971 | ExcessRevenueOverExpensesAmt |
| Other Increases | $182,890 | OtherIncreasesAmt |
| Subtotal | $135,841 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $135,841 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $142,838 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $94,783 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $88,417 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $55,733 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $66,628 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,658 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KIM KNOX | IndividualWithBooksNm |
| Phone | 6016497687 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 DOGWOOD TRAIL | AddressLine1Txt |
| City | LAUREL | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39443 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEE L BARNETT | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39443 | DIRECTOR | 2.00 | $2,151 | $0 | $0 |
| AMY GONZALEZ | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39443 | DIRECTOR | 2.00 | $2,151 | $0 | $0 |
| LARRY LAURENDINE | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39443 | DIRECTOR | 2.00 | $2,151 | $0 | $0 |
| KIM KNOX | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39443 | DIRECTOR | 2.00 | $2,151 | $0 | $0 |
| VICKI SMITH | ||||||||
| 18 DOGWOOD TRAIL | LAUREL | MS | 39443 | DIRECTOR | 2.00 | $2,151 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,658 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $124,658 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $124,658 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $66,628 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,733 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,417 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $94,783 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $142,838 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $448,399 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,658 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $124,658 | RemainingDistriFromCorpusAmt |
| Total Corpus | $573,057 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $66,628 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $506,429 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,733 | ExcessFromYear4Amt |
| Excess From Year3 | $88,417 | ExcessFromYear3Amt |
| Excess From Year2 | $94,783 | ExcessFromYear2Amt |
| Excess From Year1 | $142,838 | ExcessFromYear1Amt |
| Excess From Current Year | $124,658 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||
| 401 W OAK ST | 401 W OAK ST | LAUREL | MS | 39440 | SPONSORSHIP | $100 |
| AMERICAN RED CROSS OF MISSISSIPPI | ||||||
| PO BOX 1370 | PO BOX 1370 | HATTIESBURG | MS | 39403 | SPONSORSHIP | $1,200 |
| CAMPUS CRUSADE FOR CHRIST | ||||||
| PO BOX 628222 | PO BOX 628222 | ORLANDO | FL | 32862 | SPONSORSHIP | $7,600 |
| CENTER FOR PREGNANCY CHOICES | ||||||
| PO BOX 4044 | PO BOX 4044 | LAUREL | MS | 39441 | SPONSORSHIP | $1,700 |
| CHRISTIAN FOOD MISSION | ||||||
| PO BOX 2422 | PO BOX 2422 | LAUREL | MS | 39440 | SPONSORSHIP | $6,000 |
| CLAIRE BOOTHE LUCE PO | ||||||
| 112 ELDEN ST STE P | 112 ELDEN ST STE P | HERNDON | VA | 20170 | SPONSORSHIP | $1,200 |
| COMPASSION INTERNATIONAL | ||||||
| 12290 VOYAGER PARKWAY | 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80997 | SPONSORSHIP | $3,568 |
| CONVENANT PRESBYTERIAN CHURCH | ||||||
| 1317 PARKER DRIVE | 1317 PARKER DRIVE | LAUREL | MS | 39440 | SPONSORSHIP | $1,200 |
| FISHER HOUSE | ||||||
| 1401 ROCKVILLE PIKE STE | 1401 ROCKVILLE PIKE STE | ROCKVILLE | MD | 20852 | SPONSORSHIP | $4,800 |
| FOOD FOR THE HUNGRY | ||||||
| 1224 E WASHINGTON ST | 1224 E WASHINGTON ST | PHOENIX | AZ | 850341102 | SPONSORSHIP | $250 |
| FRENCH CAMP ACADEMY | ||||||
| ONE FINE PLACE | ONE FINE PLACE | FRENCH CAMP | MS | 39745 | SPONSORSHIP | $3,600 |
| IMPACT MISSIONS | ||||||
| PO BOX 1406 | PO BOX 1406 | HOLLAND | MI | 494221402 | SPONSORSHIP | $5,000 |
| LAUREN ROGERS MUSEUM OF ART | ||||||
| PO BOX 1108 | PO BOX 1108 | LAUREL | MS | 394411108 | SPONSORSHIP | $5,000 |
| LIGONIER MINISTRIES | ||||||
| PO BOX 863595 | PO BOX 863595 | ORLANDO | FL | 32886 | SPONSORSHIP | $1,200 |
| MISSION AT THE CROSS | ||||||
| ONE FREEDOM SQUARE | ONE FREEDOM SQUARE | LAUREL | MS | 39440 | SPONSORSHIP | $5,200 |
| PALMER HOME FOR CHILDREN | ||||||
| PO BOX 746 | PO BOX 746 | COLUMBUS | MS | 39703 | SPONSORSHIP | $1,200 |
| SALVATION ARMY | ||||||
| 205 N 13TH AVE | 205 N 13TH AVE | LAUREL | MS | 39440 | SPONSORSHIP | $3,900 |
| SPECIAL OLYMPICS | ||||||
| 15 OLYMPIC WAY | 15 OLYMPIC WAY | MADISON | MS | 39110 | SPONSORSHIP | $540 |
| ST JUDE'S CHILDREN'S HOS | ||||||
| 501 ST JUDE PLACE | 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | SPONSORSHIP | $3,600 |
| THE SMILE TRAIN | ||||||
| 245 FIFTH AVE STE 2201 | 245 FIFTH AVE STE 2201 | NEW YORK | NY | 10016 | SPONSORSHIP | $6,000 |
| TRUTH IN ACTION MINISTRIES | ||||||
| PO BOX 40 | PO BOX 40 | FT LAUDERDALE | FL | 33302 | SPONSORSHIP | $1,200 |
| USM FOUNDATION | ||||||
| 118 COLLEGE DRIVE 5210 | 118 COLLEGE DRIVE 5210 | HATTIESBURG | MS | 39406 | SPONSORSHIP | $4,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT RD STE 300 | 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | SPONSORSHIP | $100 |
| LAUREL CHRISTIAN FOOD | ||||||
| 1200 MS-15 | 1200 MS-15 | LAUREL | MS | 39440 | SPONSORSHIP | $50,000 |
| WYCLIFFE ASSOCIATES | ||||||
| 11450 TRANSLATION WAY | JOHN WYCLIFFE BLVD | ORLAND | FL | 32862 | SPONSORSIHIP | $1,000 |
| SERVE OUTDOORS INC | ||||||
| 22174 LAWRENCE 2040 | 22174 LAWRENCE 2040 | EVERTON | MO | 65646 | SPONSORSHIP | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,658 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,448 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,431 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,448 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,879 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | EDWARD JONES | AssetDesc |
| Acquired | 2013-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2014-12 | SoldDt |
| Gross Sales Price | $137,075 | GrossSalesPriceAmt |
| Basis | $114,627 | BasisAmt |
| Total Net | $22,448 | TotalNetAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $185 |
| POSTAGE | $49 |
| FEES | $100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST INVESTMENTS TO ACTUAL COST BASIS | Desc |
| Amt | $182,890 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $103 | Amt |