BARKER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BARKER FAMILY FOUNDATION (EIN 20-8096672)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201401289349101000
- Schema version
- 2013v3.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T11:32:16-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 North 90th Street | AddressLine1 |
| City | Omaha | City |
| State | NE | State |
| ZIP Code | 681142821 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARK | BusinessNameControlTxt |
| Phone | 4023931850 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13430 Hamilton Street | AddressLine1 |
| City | Omaha | City |
| State | NE | State |
| ZIP Code | 68154 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS BARKER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4029631500 | PhoneNum |
| Signature | 2014-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John S Elliott | PreparerPersonNm |
| PTIN | P00004306 | PTIN |
| Phone | 4023931850 | PhoneNum |
| Preparation | 2014-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $493,796 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,858 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $144,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,866 | 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 |
| Legal Fees Rev And Expnss | $120 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $55 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,389 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,866 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,304 | CashBOYAmt |
| Cash EOY | $63,917 | CashEOYAmt |
| Cash EOYFMV | $63,917 | CashEOYFMVAmt |
| Corporate Stock BOY | $63,119 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $83,889 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $359,970 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $329,713 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $345,990 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $473,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $466,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $493,796 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $473,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $466,029 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $473,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $466,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $473,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $466,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $473,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $466,029 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $466,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2057.752 Franklin Templeton | P | 2013-01-16 | 2013-11-13 | $19,322 | $20,001 | -$679 | -$679 |
| 97.259 Ing Diversified | P | 2012-01-03 | 2013-01-18 | $920 | $778 | $142 | $142 |
| 21035.18 Franklin Templeton Global | P | 2011-12-16 | 2013-11-13 | $21,035 | $22,406 | -$1,371 | -$1,371 |
| 5898.976 Ing Diversified | P | 2011-01-03 | 2013-01-18 | $55,804 | $66,123 | -$10,319 | -$10,319 |
| 2005.466 Rydex Series Funds | P | 2010-01-29 | 2013-01-16 | $42,255 | $51,636 | -$9,381 | -$9,381 |
| 146.357 Ing Diversified | P | 2013-01-02 | 2013-01-18 | $1,385 | $1,348 | $37 | $37 |
| Capital Gains Dividends | P | $3,505 | $3,505 | $3,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,066 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,942 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $432,589 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.115449 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,990 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $538,863 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090914 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,161 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $844,503 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075975 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $731,567 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059735 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,653 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $889,969 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055792 | DistributionYr5Rt |
| Total Distribution | 0.397865 | TotalDistributionRt |
| Average Distribution | 0.079573 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $462,279 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,785 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $119 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,904 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,550 | 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 | $119 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $119 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $151 | AppliedToEsTaxAmt |
| Total Payments And Credits | $239 | TotalPaymentsAndCreditsAmt |
| Overpayment | $120 | OverpaymentAmt |
| Applied To ES Tax | $120 | 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 | JOHN S ELLIOTT CPA | IndividualWithBooksNm |
| Phone | 4023931850 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 617 NORTH 90TH STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68114 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS BARKER | ||||||||
| 13430 HAMILTON STREET | OMAHA | NE | 68154 | PRES/TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALLISON ANNE BARKER | ||||||||
| 13430 HAMILTON STREET | OMAHA | NE | 68154 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARY ELIZABETH BARKER | ||||||||
| 13430 HAMILTON STREET | OMAHA | NE | 68154 | VICE PRESIDENT | 1.00 | $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 | $414,131 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $469,319 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $469,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,040 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $462,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $119 | TotalTaxAmt |
| Distributable Before Adj | $22,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,995 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $46,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $119 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,431 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,157 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,770 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,334 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,327 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,479 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,067 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,555 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $110,622 | 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 | $6,157 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,465 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,770 | ExcessFromYear4Amt |
| Excess From Year3 | $22,334 | ExcessFromYear3Amt |
| Excess From Year2 | $22,327 | ExcessFromYear2Amt |
| Excess From Year1 | $28,479 | ExcessFromYear1Amt |
| Excess From Current Year | $23,555 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS BARKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| A Time to Heal | ||||||||
| 7637 Grover Street | Omaha | NE | 68124 | None | Public | Charitable | $1,000 | |
| Big Brothers Big Sisters | ||||||||
| 10831 Old Mill Road Suite 400 | Omaha | NE | 68154 | None | Public | Charitable | $200 | |
| Boys Town | ||||||||
| 14100 Crawford Street | Boys Town | NE | 68010 | None | Public | Charitable | $525 | |
| Caring About People | ||||||||
| 11808 Miracle Hills Drive | Omaha | NE | 68154 | None | Public | Charitable | $10,200 | |
| CWS Inc | ||||||||
| 5010 Dodge St | Omaha | NE | 68132 | None | Public | Charitable | $800 | |
| Naval Special Warfare Family Fdn | ||||||||
| 4320 La Jolla Village Drive Suite | San Diego | CA | 92122 | None | Public | Charitable | $5,000 | 250 |
| Omaha Community Foundation | ||||||||
| 302 South 36th Street | Omaha | NE | 68131 | None | Public | Charitable | $25,000 | |
| Purple Wagon | ||||||||
| 1510 S 52nd Street | Omaha | NE | 68106 | None | Public | Charitable | $2,500 | |
| Rally for the Cure | ||||||||
| 20 Westport Road | Wilton | CT | 06897 | None | Public | Charitable | $1,000 | |
| St Leo's Catholic Church | ||||||||
| 1920 North 102nd Street | Omaha | NE | 68114 | None | Public | Charitable | $325 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,550 | 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 | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,858 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$18,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$6,200 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,200 | 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 B BARKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13430 HAMILTON STREET | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68154 | ZIPCode |
| 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $72,399 | EOYBookValueAmt |
| EOYFMV | $83,889 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $329,713 | BookValueAmt |
| EOYFMV | $345,990 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $120 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDUCIARY FEES | Desc |
| Revenue And Expenses Per Books | $3,389 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $55 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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