BARKER FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BARKER FAMILY FOUNDATION (EIN 20-8096672)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-21
- IRS object ID
- 201311419349100511
- Schema version
- 2012v2.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-21T11:47:51-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470761070 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boyle Hess & Elliott CPAs PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208096672 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Barker Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BARK | NameControl |
| Phone | 4023931850 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS BARKER | Name |
| Title | President | Title |
| Phone | 4029631500 | Phone |
| Date Signed | 2013-05-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John S Elliott | Name |
| PTIN | P00004306 | PTIN |
| Phone | 4023931850 | Phone |
| Date Prepared | 2013-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 453885 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 24 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 24 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 11632 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11632 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3881 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 35436 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 57775 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11656 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 100 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 160 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 160 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3211 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3211 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4371 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3371 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50025 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50025 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 54396 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3371 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50025 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3379 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8285 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 48363 | CashBOY |
| Cash EOY | 50304 | CashEOY |
| Cash EOYFMV | 50304 | CashEOYFMV |
| Investments Corp Stock BOY | 63119 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 63119 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 66054 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 358532 | InvestmentsOtherBOY |
| Investments Other EOY | 359970 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 337527 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 470014 | TotalAssetsBOY |
| Total Assets EOY | 473393 | TotalAssetsEOY |
| Total Assets EOYFMV | 453885 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 470014 | RetainedEarningsBOY |
| Retained Earnings EOY | 473393 | RetainedEarningsEOY |
| Total Net Assets BOY | 470014 | TotalNetAssetsBOY |
| Total Net Assets EOY | 473393 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 470014 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 473393 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 470014 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3379 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 473393 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 473393 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 63.209 EATON VANCE TAX MANAGED GLOBAL | P | 2012-03-01 | 2012-03-20 | 569 | 578 | -9 | -9 |
| 105.334 ING GLOBAL EQUITY DIV AND PREM OPP | P | 2012-06-28 | 915 | 939 | -24 | -24 | |
| 175.126 EATON VANCE TAX MANAGED GLOBAL DIV | P | 2012-03-20 | 1576 | 1547 | 29 | 29 | |
| 119.397 ING GLOBAL EQUITY DIV AND PREM OPP | P | 2012-06-28 | 1037 | 1091 | -54 | -54 | |
| 1859.105 EATON VANCE TAX MANAGED GLOBAL DIV EQUITY | P | 2012-03-20 | 16732 | 19457 | -2725 | -2725 | |
| 1552.756 ING GLOBAL EQUITY DIV AND PREM OPP | P | 2012-06-28 | 13485 | 15705 | -2220 | -2220 | |
| Capital Gains Dividends | P | 1122 | 1122 | 1122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3881 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48990 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 538863 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.090914 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 64161 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 844503 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.075975 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 43700 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 731567 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059735 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 49653 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 889969 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055792 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 51580 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1008173 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051162 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.333578 | TotalDistributionRatio |
| Average Distribution Ratio | 0.066716 | AverageDistributionRatio |
| Net Noncharitable Assets | 432589 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 28861 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 83 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 28944 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50025 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 83 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 83 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 83 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 21 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 150 | TaxPaidWithExtension |
| Total Credits And Payments | 171 | TotalCreditsAndPayments |
| Overpayment | 88 | Overpayment |
| Amount Credited To Next Year | 88 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOHN S ELLIOTT CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4023931850 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 394436 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 44741 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 439177 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 439177 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6588 | CashDeemedCharitable |
| Net Noncharitable Assets | 432589 | NetNoncharitableAssets |
| Minimum Investment Return | 21629 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21629 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 83 | TaxBasedOnInvestmentIncome |
| Total Tax | 83 | TotalTax |
| Distributable Amount Before Adj | 21546 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 21546 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 21546 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50025 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 50025 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 83 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 49942 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21546 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1667 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6157 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 7770 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 22334 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 22327 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 60255 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50025 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 21546 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 28479 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 88734 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 1667 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 87067 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6157 | ExcessFromYear4 |
| Excess From Year3 | 7770 | ExcessFromYear3 |
| Excess From Year2 | 22334 | ExcessFromYear2 |
| Excess From Year1 | 22327 | ExcessFromYear1 |
| Excess From Current Year | 28479 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS BARKER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 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 | $450 | |
| Caring About People | ||||||||
| 11808 Miracle Hills Drive | Omaha | NE | 68154 | None | Public | Charitable | $10,500 | |
| CWS Inc | ||||||||
| 5010 Dodge St | Omaha | NE | 68132 | None | Public | Charitable | $800 | |
| DTN Scholarship Fund-University of Dayton | ||||||||
| 300 College Park | Dayton | OH | 45469 | None | Public | Charitable | $5,000 | |
| 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 | $2,000 | |
| 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 | $75 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50025 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $24 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,632 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$3,881 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $7,775 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7775 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | THOMAS B BARKER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 50000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $900 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCKS | NameOfStock |
| EOY Book Value | 63119 | EOYBookValue |
| EOYFMV | 66054 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 359970 | BookValue |
| EOYFMV | 337527 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $100 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIDUCIARY FEES | Description |
| Revenue And Expenses Per Books | 3211 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3211 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $160 | Amount |
| Net Investment Income | 160 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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