BARNES CHARITABLE FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BARNES CHARITABLE FOUNDATION INC (EIN 75-2625727)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201611309349100346
- Schema version
- 2015v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T16:11:30-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY MITCHELL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12487 | AddressLine1Txt |
| City | ODESSA | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79768 | 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 | 752625727 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARN | BusinessNameControlTxt |
| Phone | 4325598033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 35228 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761625228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOROTHY MITCHELL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4325598033 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOROTHY MITCHELL | PreparerPersonNm |
| Phone | 4325591704 | PhoneNum |
| Preparation | 2016-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $880,910 | 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 | $106,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $62 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,710 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,772 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,772 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,305 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,305 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,292 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,292 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,597 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,797 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,772 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $242,724 | CashBOYAmt |
| Cash EOY | $321,742 | CashEOYAmt |
| Cash EOYFMV | $321,742 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $2,185 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,185 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $408,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $411,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $556,983 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $651,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $735,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $880,910 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $650,675 | RetainedEarningBOYAmt |
| Retained Earning EOY | $734,650 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $651,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $735,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $651,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $735,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $651,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,975 | ExcessRevenueOverExpensesAmt |
| Subtotal | $735,650 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $735,650 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,190 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $651,675 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043258 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,425 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $646,152 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053277 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,075 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $540,659 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063025 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $419,205 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064885 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $33,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $465,634 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071945 | DistributionYr5Rt |
| Total Distribution | 0.296390 | TotalDistributionRt |
| Average Distribution | 0.059278 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $764,811 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,336 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,364 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,797 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55 | SubtotalAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,240 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2,240 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,185 | OverpaymentAmt |
| Applied To ES Tax | $2,185 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 | BOB BARNES | IndividualWithBooksNm |
| Phone | 5129636737 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 35228 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 761625228 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BOB BARNES | ||||||||
| PO Box 35228 | Fort Worth | TX | 761625228 | President | 0.25 | $0 | $0 | $0 |
| EARLENE BARNES | ||||||||
| PO Box 35228 | Fort Worth | TX | 761625228 | Vice President | 0.25 | $0 | $0 | $0 |
| DOROTHY MITCHELL | ||||||||
| PO Box 12794 | Odessa | TX | 79768 | Secretary | 0.25 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $546,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $776,458 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $776,458 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,647 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $764,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55 | TotalTaxAmt |
| Distributable Before Adj | $38,186 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,186 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,186 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,797 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,797 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $24,797 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,186 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,374 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,387 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,226 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,232 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $26,219 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,797 | QualifyingDistributionsAmt |
| Applied To Current Year | $24,797 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $13,389 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,389 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,830 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,830 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,372 | ExcessFromYear4Amt |
| Excess From Year3 | $7,226 | ExcessFromYear3Amt |
| Excess From Year2 | $2,232 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BOB BARNES | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Juvenille Diabetes Reserch Foundation | ||||||
| 8700 Crownhill Blvd 407 | San Antonio | TX | 78209 | PC | General Budget | $10,200 |
| Harmony Home | ||||||
| PO Box 3087 | Odessa | TX | 79760 | PC | General Budget | $1,000 |
| StoneGate | ||||||
| 6000 W Wadley | Midland | TX | 79707 | PC | General Budget | $1,000 |
| Cornerstone Church | ||||||
| 7955 North Beech St | Fort Worth | TX | 76137 | PC | General Budget | $1,000 |
| Permian Basin Rehabilitation Center | ||||||
| 620 N Alleghaney | Odessa | TX | 79761 | PC | General Budget | $2,000 |
| American Heart Association | ||||||
| PO Box 841125 | Dallas | TX | 752841125 | PC | General Budget | $2,500 |
| First United Methodist Church | ||||||
| 415 N Lee | Odessa | TX | 79761 | PC | General Budget | $1,500 |
| Alzheimer Assoication | ||||||
| 225 N Michigan Ave FL 17 | Chicago | IL | 60601 | PC | General Budget | $1,500 |
| Word Of Life | ||||||
| PO Box 600 | Schroon Lake | NY | 12870 | PC | General Budget | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,710 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,772 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,772 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BOB EARLENE BARNES | ||||||
| 1 | PO Box 35228 | Fort Worth | TX | 76162 | $100,000 | Yes (X) |
| TVRC Inc | ||||||
| 2 | PO Box 35228 | Fort Worth | TX | 76162 | $6,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Duke Energy Corp 333 Shares | $14,154 | $23,774 |
| Facebook Incorporated Class A 1,000 shares | $20,924 | $104,660 |
| Annaly Cap Mgmt 1,000 shares | $16,284 | $9,380 |
| Allianzgi NFJ Divid Int & Prem 1003 Shares | $7,526 | $12,426 |
| Vanguard index FDS MCap | $43,248 | $99,710 |
| Raymond James Deposit Program | $307,033 | $307,033 |
| FMV Adjustment | $2,554 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Excise Tax 2015 | $55 | $55 |
| Excise Tax 2014 | $2,237 | $2,237 |