BARKER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BARKER FAMILY FOUNDATION (EIN 20-8096672)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-18
- IRS object ID
- 201641399349100504
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-18T09:05:16-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 CPA'S 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 | 2015-01-01 | 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 |
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 |
| Signature | 2016-05-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S ELLIOTT CPA CVA | PreparerPersonNm |
| PTIN | P00004306 | PTIN |
| Phone | 4023931850 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $472,368 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,656 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,249 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,909 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $100 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,100 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,495 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $66 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,136 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,385 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,030 | CashBOYAmt |
| Cash EOY | $53,763 | CashEOYAmt |
| Cash EOYFMV | $53,763 | CashEOYFMVAmt |
| Corporate Stock BOY | $415,862 | CorporateStockBOYAmt |
| Corporate Stock EOY | $429,676 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $418,605 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $476,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $483,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $472,368 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $476,892 | RetainedEarningBOYAmt |
| Retained Earning EOY | $483,439 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $476,892 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $483,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $476,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $483,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $476,892 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,774 | OtherIncreasesAmt |
| Subtotal | $483,439 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $483,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,249 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,663 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $436,622 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104582 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $462,279 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100697 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,942 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $432,589 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.115449 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,990 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $538,863 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090914 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,161 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $844,503 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075975 | DistributionYr5Rt |
| Total Distribution | 0.487617 | TotalDistributionRt |
| Average Distribution | 0.097523 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $508,931 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,632 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,766 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,375 | 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 | $134 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $134 | SubtotalAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $134 | 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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | 0.00 | $0 | $0 | $0 |
| ALLISON ANNE BARKER | ||||||||
| 13430 HAMILTON STREET | OMAHA | NE | 68154 | VICE PRESIDE | 0.00 | $0 | $0 | $0 |
| MARY ELIZABETH BARKER | ||||||||
| 13430 HAMILTON STREET | OMAHA | NE | 68154 | VICE PRESIDE | 0.00 | $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 | $477,210 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $516,681 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $516,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $508,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,447 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,447 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $134 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $134 | TotalTaxAmt |
| Distributable Before Adj | $25,313 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,313 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,313 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,375 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $58,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $134 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,241 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,313 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,334 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,327 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,479 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,555 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $120,841 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,375 | QualifyingDistributionsAmt |
| Applied To Current Year | $25,313 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,062 | RemainingDistriFromCorpusAmt |
| Total Corpus | $153,903 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,334 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $131,569 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,327 | ExcessFromYear4Amt |
| Excess From Year3 | $28,479 | ExcessFromYear3Amt |
| Excess From Year2 | $23,555 | ExcessFromYear2Amt |
| Excess From Year1 | $24,146 | ExcessFromYear1Amt |
| Excess From Current Year | $33,062 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 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 | $1,250 |
| CWS INC | |||||||
| 5010 DODGE ST | OMAHA | NE | 68132 | NONE | PUBLIC | CHARITABLE | $850 |
| OPEN DOOR MISSION | |||||||
| 2828 N 23RD ST | OMAHA | NE | 68110 | NONE | PUBLIC | CHARITABLE | $1,000 |
| AMERICAN HEART FUND | |||||||
| 9900 NICHOLAS | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $250 |
| DISABLED AMERICAN VETS | |||||||
| 4515 F STREET | OMAHA | NE | 68117 | NONE | PUBLIC | CHARITABLE | $1,000 |
| SIENNA FRANCIS HOUSE | |||||||
| 1702 NICHOLAS STREET | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $1,000 |
| FOOD BANK | |||||||
| 10525 J STREET | OMAHA | NE | 68127 | NONE | PUBLIC | CHARITABLE | $2,000 |
| ST GERALDS CATHOLIC CHURCH | |||||||
| 7859 LAKEVIEW | OMAHA | NE | 68104 | NONE | PUBLIC | CHARITABLE | $25 |
| MILLARD PUBLIC SCHOOLS | |||||||
| 5225 SOUTH 159 | OMAHA | NE | 68102 | NONE | PUBLIC | CHARITABLE | $10,000 |
| CARING ABOUT PEOPLE | |||||||
| 11808 MIRACLE HILLS DRIVE | OMAHA | NE | 68154 | NONE | PUBLIC | CHARITABLE | $10,000 |
| ST LEO CATHOLIC CHURCH | |||||||
| 1920 NORTH 102ND | OMAHA | NE | 68114 | NONE | PUBLIC | CHARITABLE | $75 |
| OMAHA COMMUNITY FOUNDATION | |||||||
| 302 SO 36TH | OMAHA | NE | 68131 | NONE | PUBLIC | CHARITABLE | $25,000 |
| PURPLE WAGON | |||||||
| 1510 S 52ND ST | OMAHA | NE | 68116 | NONE | PUBLIC | CHARITABLE | $250 |
| MUSCULAR DYSTROPHY | |||||||
| 222 S RIVERSIDE PARKWAY | CHICAGO | IL | 60606 | NONE | PUBLIC | CHARITABLE | $675 |
| NAVAL SPECIAL WARFARE FOUNDATION | |||||||
| 4320 LA JOLLA VILLAGE DR | SAN DIEGO | CA | 92122 | NONE | PUBLIC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,375 | 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 | $4 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,656 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,249 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,905 | ExclusionAmt |
| Related Or Exempt Function Incm | $4 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,909 | 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 | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,100 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $72,399 | $77,897 |
| MUTUAL FUNDS | $357,277 | $340,708 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $100 | LegalFeesAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAXABLE DISTRIBUTIONS | Desc |
| Amt | $2,774 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FFES | CategoryTxt |
| Amt | $3,495 | Amt |
| Net Investment Income | $3,495 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME TAXES | $37 | |
| FOREIGN TAXES | $29 | $29 |
Comments