BARKER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BARKER FAMILY FOUNDATION (EIN 20-8096672)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202011969349100631
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T10:06:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832666987 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER ELLIOTT & PRITCHARD CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 S 75TH STREET SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68124 | 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 | 208096672 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARKER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARK | BusinessNameControlTxt |
| Phone | 4023051000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13430 HAMILTON STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS BARKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4025511919 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S ELLIOTT CPA | PreparerPersonNm |
| PTIN | P00004306 | PTIN |
| Phone | 4025511919 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.178.40.132 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 21:03:59 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Federal Original Submission Id | 47295520201930335e02 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 19F5281BE656F9BF47539A33E9862AFDB8C262EF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 19F5281BE656F9BF47539A33E9862AFDB8C262EF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,608,479 | 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 | $105,430 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $387 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $387 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,860 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,860 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,583 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,390 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $195,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,055 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,055 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $505 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $505 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,824 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,824 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,651 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,651 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $92,097 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,901 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,285 | CashBOYAmt |
| Cash EOY | $21,518 | CashEOYAmt |
| Cash EOYFMV | $21,518 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,515,056 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,733,478 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,586,961 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,564,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,754,996 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,608,479 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,564,341 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,754,996 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,564,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,754,996 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,564,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,754,996 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,564,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $92,097 | ExcessRevenueOverExpensesAmt |
| Other Increases | $98,558 | OtherIncreasesAmt |
| Subtotal | $1,754,996 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,754,996 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TRANSATLANTIC PETROLEUM | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-05-01 | AcquiredDt |
| Sold | 2019-05-13 | SoldDt |
| Gross Sales Price | $39,390 | GrossSalesPriceAmt |
| Cost Or Other Basis | $50,973 | CostOrOtherBasisAmt |
| Gain Or Loss | -$11,583 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$11,583 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,583 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,575 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,548,022 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044298 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $782,176 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.156800 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,116 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $474,479 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088763 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,241 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $508,931 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114438 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,663 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $436,622 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104582 | DistributionYr5Rt |
| Total Distribution | 0.508881 | TotalDistributionRt |
| Average Distribution | 0.101776 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,504,495 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $153,121 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $979 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $154,100 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $99,651 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,958 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,958 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42 | OverpaymentAmt |
| Applied To ES Tax | $42 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BERGER ELLIOTT PRITCHARD CPAS LL | IndividualWithBooksNm |
| Phone | 4025511919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 S 75TH ST SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS BARKER | ||||||||
| 13430 HAMILTON STREET | OMAHA | NE | 68154 | PRESIDENT/TREAS | 0.00 | $0 | $0 | $0 |
| ALLISON ANNE BARKER | ||||||||
| 13430 HAMILTON STREET | OMAHA | NE | 68154 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARY ELIZABETH BARKER | ||||||||
| 13430 HAMILTON STREET | OMAHA | NE | 68154 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,468,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,527,406 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,527,406 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,911 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,504,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,225 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,225 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,958 | TotalTaxAmt |
| Distributable Before Adj | $73,267 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,267 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,267 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $99,651 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,651 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,267 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,842 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,842 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,267 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,542 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,542 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,542 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $19,542 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS | |||||||
| 10831 OLD MILL ROAD | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $10,000 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD STREET | BOYSTOWN | NE | 68010 | NONE | PUBLIC | CHARITABLE | $10,650 |
| CATHOLIC CHARITIES | |||||||
| 3300 N 60TH STREET | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CHURCH OF THE NATIVITY | |||||||
| 6309 EL APAJO | RANCHO SANTE FE | CA | 92067 | NONE | PUBLIC | CHARITABLECHARITABLE | $150 |
| CWS INC | |||||||
| 5010 DODGE ST | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $1,751 |
| GIVE CAMPUS | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | NONE | PUBLIC | CHARITABLE | $5,000 |
| FOOD BANK FOR THE HEARTLAND | |||||||
| 10525 J STREET | OMAHA | NE | 68127 | NONE | PUBLIC | CHARITABLE | $1,000 |
| JOSLYN ART MUSUEM | |||||||
| 2200 DODGE ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $500 |
| MILLARD PUBLIC SCHOOLS FOUNDATION | |||||||
| 5225 SO 159TH AVE | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $15,000 |
| OMAHA COMMUNITY FOUNDATION | |||||||
| 302 SO 36TH | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $35,000 |
| ST LEO THE GREAT CATHOLIC CHURCH | |||||||
| 1920 N 102ND ST | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $50 |
| SIENNA FRANCIS HOUSE | |||||||
| 1702 NICHOLAS ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $1,000 |
| L R WOODY WOODS ALMA SCHOLARSHIP | |||||||
| MAIN STREET | ALMA | NE | 68920 | NONE | PUBLIC | CHARITABLE | $500 |
| OPEN DOOR MISSION | |||||||
| 2828 N 23RD STREET | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $1,000 |
| PACEY | |||||||
| 14100 CRAWFORD STREET | OMAHA | NE | 68010 | NONE | PUBLIC | CHARITABLE | $10,000 |
| SEAL FAMILY FOUNDATION | |||||||
| 300 CARLSBAD VILLAGE DR 108A | CARLSBAD | CA | 92008 | NONE | PUBLIC | CHARITABLE | $6,800 |
| VCHS FOUNDATION | |||||||
| PO BOX 1029 | VALLEY CENTER | CA | 92082 | NONE | PUBLIC | CHARITABLE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,651 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $387 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,860 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$11,583 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $89,702 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,702 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THOMAS BARKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 GLENBROOK INN ROAD | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89413 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $105,430 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BERGER ELLIOTT & PRITCHARD | CategoryTxt |
| Amt | $1,055 | Amt |
| Net Investment Income | $1,055 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS AND ETFS | StockNm |
| EOY Book Value | $1,733,478 | EOYBookValueAmt |
| EOYFMV | $1,586,961 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET VALUE IN EXCESS OF COST BASIS CONTRIBUTIONS | Desc |
| Amt | $98,558 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Amt | $505 | Amt |
| Net Investment Income | $505 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED TAXES FOR 2019 | CategoryTxt |
| Amt | $1,824 | Amt |
| Net Investment Income | $1,824 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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