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BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BOB R BARNARD AND JOYCE G BARNARD CHARITABLE TR (EIN 87-6529807)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-07
IRS object ID
202533119349101638
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-07T16:00:33-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN750738588PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Wood Stephens & ONeil LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16300 Ridglea Place Suite 150AddressLine1Txt
CityFort WorthCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76116ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN876529807EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BARNARD CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GERALD BAKERInCareOfNm
Business Name ControlBARNBusinessNameControlTxt
Phone8178617099PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 127AddressLine1Txt
CityCOLLEYVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD BAKERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8178617099PhoneNum
Signature2025-10-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHAL O'NEIL CPAPreparerPersonNm
PTINP00482709PTIN
Phone8173771700PhoneNum
Preparation2025-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$35,576,285FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29,556InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29,556InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$722,854DividendsRevAndExpnssAmt
Dividends Net Invst Incm$722,854DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$330,446NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$330,501GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$330,446CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,082,856TotalRevAndExpnssAmt
Total Net Invst Incm$1,082,856TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$975AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$975AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$176,501OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$88,251OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$88,250OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,586TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,586TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$182,037TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$92,812TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$89,225TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,333,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,333,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,515,037TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$92,812TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,422,225TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$432,181ExcessRevenueOverExpensesAmt
Net Investment Income$990,044NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$27,926,588CorporateStockBOYAmt
Corporate Stock EOY$27,494,407CorporateStockEOYAmt
Corporate Stock EOYFMV$35,576,285CorporateStockEOYFMVAmt
Total Assets BOY$27,926,588TotalAssetsBOYAmt
Total Assets EOY$27,494,407TotalAssetsEOYAmt
Total Assets EOYFMV$35,576,285TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$27,926,588RetainedEarningBOYAmt
Retained Earning EOY$27,494,407RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,926,588TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,494,407TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,926,588TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,494,407TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,926,588TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$432,181ExcessRevenueOverExpensesAmt
Subtotal$27,494,407SubtotalAmt
Tot Net Ast Or Fund Balances EOY$27,494,407TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
ST CAPTAL LOSSP$55-$55-$55
LT CAPITAL GAINP$206,369$206,369$206,369
CAPITAL GAIN DISTRIBUTIONSP$65,173$65,173$65,173
SCHWAB ACP$58,959$58,959$58,959
FieldValueIRS element (for citing)
Capital Gain Net Income$330,446CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$55NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,762InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$13,762SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$13,762TaxBasedOnInvestmentIncomeAmt
Tax Due$13,762TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksGERALD BAKERIndividualWithBooksNm
Phone8178617099PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 127AddressLine1Txt
CityCOLLEYVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76034ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGERALD BAKERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 127AddressLine1Txt
CityCOLLEYVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76034ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$176,501CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE TRUST WAS ESTABLISHED TO SUPPORT VARIOUS CHARITABLE 501C3 ORGANIZATIONSDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$34,106,497AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,106,497TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,106,497AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$511,597CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,594,900NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,679,745MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,679,745MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,762TaxBasedOnInvestmentIncomeAmt
Total Tax$13,762TotalTaxAmt
Distributable Before Adj$1,665,983DistributableBeforeAdjAmt
Distributable Before Ded$1,665,983DistributableBeforeDedAmt
Distributable As Adjusted$1,665,983DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,422,225ExpensesAndContributionsAmt
Qualifying Distributions$1,422,225QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,665,983DistributableAsAdjustedAmt
Undistributed Income PY$1,337,867UndistributedIncomePYAmt
Qualifying Distributions$1,422,225QualifyingDistributionsAmt
Applied To Year1$1,337,867AppliedToYear1Amt
Applied To Current Year$84,358AppliedToCurrentYearAmt
Undistributed Income CY$1,581,625UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonVARIOUS CHARITABLE ORGANIZATIONSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ADDRESS ON FILEAddressLine1Txt
CityCOLLEYVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP76034ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$1,333,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,333,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$752,410ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$330,501ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,082,911ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,082,911TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4THE TRUST ACTIVITIES IN 2024 CONSISTED OF MAINTAINING THE
8SAME AS ABOVE

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$1,950Amt
Net Investment Income$975NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$975DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB INVESTMENT AC$5,000,000$4,805,103
BARNARD PARTNERS X LTD$22,494,407$30,771,182

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$176,501Amt
Net Investment Income$88,251NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$88,250DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$3,586Amt
Net Investment Income$3,586NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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