BARKER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BARKER FAMILY FOUNDATION (EIN 20-8096672)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349104407
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T16:56:39-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470761070 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYLE HESS & ELLIOTT CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 N 90TH ST | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681142821 | 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 | 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/TREAS | PersonTitleTxt |
| Phone | 4023051000 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S ELLIOTT CPA | PreparerPersonNm |
| PTIN | P00004306 | PTIN |
| Phone | 4023931850 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.165.104.198 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-14 | IPDt |
| IP Tm | 16:56:39 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7295C458FFA82232808A9DAEA561A8514C0226EB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 10D1E1D4A1F51A392A6CDDDF2EB365BE3DFD2F75 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,563,125 | 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 | $1,115,216 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,449 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $823,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,223,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $823,403 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,954,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $838,941 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $202 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $202 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $259 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $259 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $461 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,822,666 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $838,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,371 | CashBOYAmt |
| Cash EOY | $770 | CashEOYAmt |
| Cash EOYFMV | $770 | CashEOYFMVAmt |
| Corporate Stock BOY | $440,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,512,167 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,562,355 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $505,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,512,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,563,125 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $505,565 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,512,937 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $505,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,512,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $505,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,512,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $505,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,822,666 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,328,231 | SubtotalAmt |
| Other Decreases | $815,294 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,512,937 | 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 |
|---|---|---|---|---|---|---|---|
| FIDELITY FUNDS | P | 2017-10-17 | 2017-12-11 | $99,993 | $100,001 | -$8 | -$8 |
| WEST CORP | P | 2017-10-02 | 2017-10-11 | $1,115,216 | $299,922 | $815,294 | $815,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $823,403 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $815,286 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,116 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $474,479 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088763 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,241 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $508,931 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.114438 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,663 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $436,622 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104582 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $462,279 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100697 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,942 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $432,589 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.115449 | DistributionYr5Rt |
| Total Distribution | 0.523929 | TotalDistributionRt |
| Average Distribution | 0.104786 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $782,176 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,961 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,385 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $90,346 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $131,030 | 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 | $8,385 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,385 | SubtotalAmt |
| Tax Based On Investment Income | $8,385 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $8,391 | TaxDueAmt |
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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BOYLE HESS ELLIOTT CPA'S PC | IndividualWithBooksNm |
| Phone | 4023931850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 NORTH 90TH STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68114 | 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 (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/TR | 000.00 | $0 | $0 | $0 |
| ALLISON ANNE BARKER | ||||||||
| 13430 HAMILTON STREET | OMAHA | NE | 68154 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| MARY ELIZABETH BARKER | ||||||||
| 13430 HAMILTON STREET | OMAHA | NE | 68154 | VICE PRESIDE | 000.00 | $0 | $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 | $760,501 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,586 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $794,087 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $794,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,911 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $782,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,385 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,385 | TotalTaxAmt |
| Distributable Before Adj | $30,724 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,724 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,724 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,030 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $131,030 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,385 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $122,645 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,724 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,479 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,555 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,146 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,062 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,601 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $127,843 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $131,030 | QualifyingDistributionsAmt |
| Applied To Current Year | $30,724 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,306 | RemainingDistriFromCorpusAmt |
| Total Corpus | $228,149 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,479 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $199,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,555 | ExcessFromYear4Amt |
| Excess From Year3 | $24,146 | ExcessFromYear3Amt |
| Excess From Year2 | $33,062 | ExcessFromYear2Amt |
| Excess From Year1 | $18,601 | ExcessFromYear1Amt |
| Excess From Current Year | $100,306 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS TOWN | |||||||
| 14100 CRAWFORD STREET | BOYSTOWN | NE | 68010 | NONE | PUBLIC | CHARITABLE | $1,350 |
| CWS INC | |||||||
| 5010 DODGE ST | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $1,080 |
| BIG BROTHERS | |||||||
| 10831 OLD MILL ROAD | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $10,600 |
| JOSLYN | |||||||
| 2200 DODGE ST | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $500 |
| CARING ABOUT PEOPLE | |||||||
| 11808 MIRACLE HILLS DRIVE | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $10,000 |
| OMAHA COMMUNITY FOUNDATION | |||||||
| 302 SO 36TH | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $45,000 |
| NAVAL SPECIAL WARFARE FOUNDATION | |||||||
| 4320 LA JOLLA VILLAGE DR | SAN DIEGO | CA | 92122 | NONE | PUBLIC | CHARITABLE | $5,000 |
| AUGUSTINIAN MINISTRY | |||||||
| 2500 SOUTH YORKTOWNE AVE | TULAS | OK | 74114 | NONE | PUBLIC | CHARITABLE | $27,500 |
| ST VINCENT DE PAUL | |||||||
| 14330 EAGLE RUN DRIVE | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $10,000 |
| MILLARD PUBLIC SCHOOLS FOUNDATION | |||||||
| 5225 SO 159TH AVE | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,030 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $89 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,449 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,117 | ExclusionAmt |
| Related Or Exempt Function Incm | $815,286 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,566 | ExclusionAmt |
| Related Or Exempt Function Incm | $815,375 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $838,941 | 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 |
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 | 13430 HAMILTON STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,115,216 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 47456 WEST CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $1,115,216 | FairMarketValueAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $72,399 | $92,439 |
| MUTUAL FUNDS | $1,439,768 | $1,469,916 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OVER COST BASIS DONATION WEST CO | Desc |
| Amt | $815,294 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Amt | $202 | Amt |
| Net Investment Income | $202 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME TAXES | $209 | $209 |
| FOREIGN TAXES | $50 | $50 |
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