BOB BARKER COMPANY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BOB BARKER COMPANY FOUNDATION INC (EIN 20-1276455)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-16
- IRS object ID
- 202500169349100405
- Schema version
- 2023v6.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-16T09:51:01+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4161 Piedmont Parkway Suite 310 | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201276455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bob Barker Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOBB | BusinessNameControlTxt |
| Phone | 9195523431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7925 Purfoy Road | AddressLine1Txt |
| City | FuquayVarina | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Debbie | PersonNm |
| Person Title | Jessee | PersonTitleTxt |
| Phone | 9195523431 | PhoneNum |
| Signature | 2025-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie M Fenner | PreparerPersonNm |
| PTIN | P01362935 | PTIN |
| Phone | 3368895156 | PhoneNum |
| Preparation | 2024-12-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,905,748 | 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 | $2,814,466 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,168 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,168 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$717,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,821,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $30,505 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,505 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,254,719 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,163 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,401 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,401 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,022 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $11,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,148 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,571 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,148 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $957,918 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $957,918 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $978,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $969,066 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,276,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,740 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,415 | CashBOYAmt |
| Cash EOY | $67,329 | CashEOYAmt |
| Cash EOYFMV | $67,329 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $165,954 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $165,954 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,312 | AcctRcvblAmt |
| Acct Rcvbl BOY | -$258 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,312 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,312 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,413,241 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,325,225 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,664,153 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,505,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,566,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,905,748 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| No Donor Rstr Net Assests BOY | $8,505,730 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,566,820 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,505,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,566,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,505,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,566,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,505,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,276,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,781,960 | SubtotalAmt |
| Other Decreases | $215,140 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,566,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| TD Ameritrade #2796 | P | $19,116,037 | $19,774,067 | -$658,030 | $0 | -$658,030 |
| TD Ameritrade #2796 | P | $197,753 | $155,606 | $42,147 | $0 | $42,147 |
| TD Ameritrade #2796 | P | $345,545 | $416,062 | -$70,517 | $0 | -$70,517 |
| Fisher Investment | P | $98,131 | $116,364 | -$18,233 | $0 | -$18,233 |
| Fisher Investment | P | $64,431 | $77,708 | -$13,277 | $0 | -$13,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$717,910 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,704 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,704 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,637 | OverpaymentAmt |
| Applied To ES Tax | $21,637 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
| Org Report Or Register State | NC | 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 | https://www.bobbarkerfoundation.org/ | WebsiteAddressTxt |
| Individual With Books | Debbie Jessee | IndividualWithBooksNm |
| Phone | 9195523431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7925 Purfoy Road | AddressLine1Txt |
| City | FuquayVarina | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Robert J Barker Jr | ||||||||
| 7925 Purfoy Road | FuquayVarina | NC | 27526 | Director | 0.200 | $0 | $0 | $0 |
| Robert J Barker | ||||||||
| 7925 Purfoy Road | FuquayVarina | NC | 27526 | Director | 0.100 | $0 | $0 | $0 |
| Patricia M Barker | ||||||||
| 7925 Purfoy Road | FuquayVarina | NC | 27526 | Director | 0.100 | $0 | $0 | $0 |
| Nancy B Johns | ||||||||
| 7925 Purfoy Road | FuquayVarina | NC | 27526 | Director | 0.200 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
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 | $9,145,524 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,008,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,154,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,154,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,002,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $500,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $500,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,067 | TotalTaxAmt |
| Distributable Before Adj | $498,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $498,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $498,041 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $969,066 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $969,066 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $498,041 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $592,650 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $486,180 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $145,807 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $625,082 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,046,281 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,896,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $969,066 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $498,041 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $471,025 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,367,025 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $592,650 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,774,375 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $486,180 | ExcessFromYear4Amt |
| Excess From Year3 | $145,807 | ExcessFromYear3Amt |
| Excess From Year2 | $625,082 | ExcessFromYear2Amt |
| Excess From Year1 | $1,046,281 | ExcessFromYear1Amt |
| Excess From Current Year | $471,025 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Bob Barker Foundation Inc | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7925 Purfoy Road | AddressLine1Txt |
| City | FuquayVarina | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9195523431 | RecipientPhoneNum |
| Form And Info And Materials | The Bob Barker Company Foundation Uses an online system for all stages of their grant making and is comprised of three steps: 1. Guideline Review 2. Letter of Inquiry 3. Grant Application | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No Submission Deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | Guidelines: This foundation seeks to fund organizations that are well managed, have a financial and fundraising plan, engage in strategic planning and have a strong leadership and lively governance. 1. Your organization's work must result in reducing recidivism; 2. your organization must work with incarcerated or formerly incarcerated individuals or their families; 3. Your organization must have a 501(c) (3) tax-exempt status; or must be a governmental, educational, or research institution with tax-exempt status; 4. Your Methods must be "evidence based use "best practices;" 5. Your organization must work with a minimum of 100 incarcerated or formerly incarcerated individuals annually; 6. Higher preference will be given to organizations working within North Carolina; 7. Grants will generally be in the range of $5,000 to $25,000 and will be dependent upon proven recidivism reduction and cost effective methods. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Metanoia Ministries | |||||||
| PO Box 11092 | Chattanooga | TN | 37401 | NONE | PC | General Operation | $25,000 |
| A New Way of Life Reentry Project | |||||||
| PO Box 875288 | Los Angeles | CA | 90087 | NONE | PC | General Operation | $24,000 |
| Great Lakes Recovery Centers Inc | |||||||
| 97 S Fourth Street Suite C | Ishpeming | MI | 49849 | NONE | PC | General Operation | $10,000 |
| Second Chance Ministries | |||||||
| 706 Longmont | Gillette | WY | 82716 | NONE | PC | General Operation | $10,000 |
| The McShin Foundation | |||||||
| 2300 Dumbarton Road | Richmond | VA | 23228 | NONE | PC | General Operation | $10,000 |
| FIRST at Blue Ridge Inc | |||||||
| 32 Knox Road | Ridgecrest | NC | 28770 | NONE | PC | General Operation | $15,000 |
| Pardoned by Christ | |||||||
| PO Box 1773 | Cary | NC | 27512 | NONE | PC | General Operation | $25,000 |
| Concordance | |||||||
| 6 City Place Drive | St Louis | MO | 63141 | NONE | PC | General Operation | $10,000 |
| Journey to New Life | |||||||
| 3120 Troost Avenue | Kansas City | MO | 64109 | NONE | PC | General Operation | $10,000 |
| Resonance Center for Women Inc | |||||||
| 1608 S Elwood Avenue | Tulsa | OK | 74119 | NONE | PC | General Operation | $12,000 |
| Kindway | |||||||
| PO Box 443 | Westerville | OH | 43086 | NONE | PC | General Operation | $10,000 |
| Hudson Link for Higher Education in Prison | |||||||
| PO Box 862 | Ossining | NY | 10562 | NONE | PC | General Operation | $25,000 |
| Persevere | |||||||
| 4163 Willow Lake Blvd | Memphis | TN | 38118 | NONE | PC | General Operation | $25,000 |
| OAR of Richmond | |||||||
| 3111 W Clay Street | Richmond | VA | 23230 | NONE | PC | General Operation | $10,000 |
| Gulfstream Goodwill Industries Inc | |||||||
| 1715 Tiffany Drive East | West Palm Beach | FL | 33407 | NONE | PC | General Operation | $7,000 |
| Blessed Ministries Inc | |||||||
| 23 Branford Place 2nd Floor Suite 1 | Newark | NJ | 07102 | NONE | PC | General Operation | $7,000 |
| Lift Your Gaze | |||||||
| 5550 Tech Center Drive Suite 303 | Colorado Springs | CO | 80919 | NONE | PC | General Operation | $10,000 |
| Florida Council on Economic Education | |||||||
| 501 S Dakota Avenue Suite 1 | Tampa | FL | 33606 | NONE | PC | General Operation | $15,000 |
| Ground 40 Ministries | |||||||
| 303 Dale Street | Monroe | NC | 28112 | NONE | PC | General Operation | $21,000 |
| Reentry Alliance Pensacola Inc | |||||||
| PO Box 13224 | Pensacola | FL | 32591 | NONE | PC | General Operation | $25,000 |
| Men Stopping Violence Inc | |||||||
| 2785 Lawrenceville Hwy Suite 112 | Decatur | GA | 30033 | NONE | PC | General Operation | $7,000 |
| New Horizons Foundation | |||||||
| 5550 Tech Center Drive Suite 303 | Colorado Springs | CO | 80919 | NONE | PC | General Operation | $10,000 |
| The Prisoner's Hope | |||||||
| 11501 Plantside Drive Suite 10 | Louisville | KY | 40299 | NONE | PC | General Operation | $15,000 |
| Returning Home Inc | |||||||
| PO Box 188 | Springdale | AR | 72764 | NONE | PC | General Operation | $12,000 |
| Offender Alumni Association | |||||||
| 1000 24th Street South | Birmingham | AL | 35205 | NONE | PC | General Operation | $12,000 |
| Your Money Matters | |||||||
| 420 East Main Street | Auburn | WA | 98002 | NONE | PC | General Operation | $10,000 |
| Changed Choices | |||||||
| PO Box 34367 | Charlotte | NC | 28234 | NONE | PC | General Operation | $19,000 |
| Northwest Community Court Program | |||||||
| 2334 W Hunting Park Avenue | Philadephia | PA | 19140 | NONE | PC | General Operation | $10,000 |
| Inspiration Ministries | |||||||
| 138 E 7th Street | Auburn | IN | 46706 | NONE | PC | General Operation | $17,000 |
| Getting Out and Staying Out | |||||||
| 201A East 124th Street | New York | NY | 10035 | NONE | PC | General Operation | $10,000 |
| Communities in Schools NC | |||||||
| 222 N Person Street Suite 203 | Raleigh | NC | 27601 | NONE | PC | General Operation | $18,000 |
| Tennessee Prison Outreach Ministry | |||||||
| 136 Rains Avenue | Nashville | TN | 37203 | NONE | PC | General Operation | $25,000 |
| Jail to Jobs | |||||||
| PO Box 2737 | Cedar Park | TX | 78630 | NONE | PC | General Operation | $6,000 |
| Mothers & Their Children Inc | |||||||
| 1034 Bragg Street | Raleigh | NC | 27610 | NONE | PC | General Operation | $15,000 |
| Ardella's House | |||||||
| 2428 N 33rd Street | Philadelphia | PA | 19132 | NONE | PC | General Operation | $14,000 |
| Jumpstart | |||||||
| PO Box 1050 | Spartansburg | SC | 29304 | NONE | PC | General Operation | $10,000 |
| Partakers | |||||||
| 230 Central Street | Auburndale | MA | 02466 | NONE | PC | General Operation | $9,000 |
| Lawrence Hall | |||||||
| 4833 N Francisco Avenue | Chicago | IL | 60625 | NONE | PC | General Operation | $5,000 |
| Edwins Leadership & Restaurant Institute | |||||||
| 13101 Shaker Square | Cleveland | OH | 44120 | NONE | PC | General Operation | $25,000 |
| OAR of Fairfax County Inc | |||||||
| 10700 Page Avenue Suite 200 | Fairfax | VA | 22030 | NONE | PC | General Operation | $10,000 |
| Damascus Way Reentry Center | |||||||
| 1515 E 66th Street | Richfield | MN | 55423 | NONE | PC | General Operation | $15,000 |
| Hour Children | |||||||
| 3611 12th Street | Long Island City | NY | 11106 | NONE | PC | General Operation | $16,000 |
| Breakloose Inc | |||||||
| PO Box 82530 | Rochester | MI | 48308 | NONE | PC | General Operation | $7,000 |
| Goodwill of North Georgia | |||||||
| 2201 Lawrenceville Hwy Suite 300 | Decatur | GA | 30033 | NONE | PC | General Operation | $21,500 |
| Friends of Guest House | |||||||
| 1 East Luray Avenue | Alexandria | VA | 22301 | NONE | PC | General Operation | $8,500 |
| Prison University Project | |||||||
| PO Box 492 | San Quentin | CA | 94964 | NONE | PC | General Operation | $20,000 |
| The Salvation Army 499 | |||||||
| 2507 E 22nd Street | Cleveland | OH | 44115 | NONE | PC | General Operation | $18,000 |
| Yokefellow Prison Ministry of NC | |||||||
| PO Box 375 | Goldsboro | NC | 27533 | NONE | PC | General Operation | $18,000 |
| Strive Inc | |||||||
| 205 East 122nd Street 3rd Floor | New York | NY | 10035 | NONE | PC | General Operation | $9,500 |
| A New Leaf Inc | |||||||
| 868 E University Drive | Mesa | AZ | 85203 | NONE | PC | General Operation | $9,500 |
| Homeboy Industries | |||||||
| 130 W Bruno Street | Los Angeles | CA | 90012 | NONE | PC | General Operation | $5,000 |
| MissionSAFE | |||||||
| PO Box 201060 | Roxbury | MA | 02120 | NONE | PC | General Operation | $13,000 |
| Oklahoma County Diversion Hub | |||||||
| 220 NW 10th Street | Oklahoma City | OK | 73103 | NONE | PC | General Operation | $13,000 |
| Prison Entrepreneurship Program | |||||||
| PO Box 2767 | Houston | TX | 77252 | NONE | PC | General Operation | $21,000 |
| Samaritan Colony Inc | |||||||
| 136 Samaritan Drive | Rockingham | NC | 28379 | NONE | PC | General Operation | $13,000 |
| Classroom to Community | |||||||
| 21 Maryland Avenue 320 | Rockville | MD | 20850 | NONE | PC | General Operation | $13,000 |
| Ladies Empowerment & Action Program | |||||||
| 3141 SW 8th Street | Miami | FL | 33135 | NONE | PC | General Operation | $20,000 |
| Bonafide | |||||||
| 2626 Harrison Street | Oakland | CA | 94612 | NONE | PC | General Operation | $6,000 |
| Turning Point Alcohol & Drug Education Program | |||||||
| 3756 Santa Rosalia Drive Suite 617 | Los Angeles | CA | 90008 | NONE | PC | General Operation | $10,000 |
| St Peter Claver Prison Ministry | |||||||
| 800 W New England Avenue | Winter Park | FL | 32789 | NONE | PC | General Operation | $16,000 |
| Multicare Behavioral Health Foundation | |||||||
| PO Box 5296 | Tacoma | WA | 98415 | NONE | PC | General Operation | $5,000 |
| Center for Conflict Resolution | |||||||
| 6285 Paseo Blvd | Kansas City | MO | 64110 | NONE | PC | General Operation | $21,000 |
| Tennessee Higher Education Initiative | |||||||
| 1006 Shelby Avenye | Nashville | TN | 37206 | NONE | PC | General Operation | $10,000 |
| The Way Back House Inc | |||||||
| PO Box 832407 | Richardson | TX | 75083 | NONE | PC | General Operation | $18,084 |
| Step Up Ministry | |||||||
| 1701 Oberlin Road | Raleigh | NC | 27608 | NONE | PC | General Operation | $25,000 |
| Healing Transitions | |||||||
| 1251 Goode Street | Raleigh | NC | 27603 | NONE | PC | General Operation | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $942,084 | 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 | $3,168 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,490 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,505 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$717,910 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$559,747 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$559,747 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Bob Barker Inc | |||||||
| 1 | 7925 Purfoy Road | FuquayVarina | VA | 27526 | $2,313,231 | Yes (X) | Yes (X) |
| Nancy and Dan Johns | |||||||
| 2 | 915 Shiloh Hills Drive | FuquayVarina | NC | 27526 | $501,235 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Stocks | $999,031 | 2023-12-20 |
| 2 | Stocks | $501,235 | 2023-12-20 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TD Ameritrade #2796 | $8,371,710 | $11,744,364 |
| Fisher Investment | $953,515 | $919,789 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY Adjustment | Desc |
| Amt | $215,140 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Gifts | $1,500 | $1,500 |
| Other Business Expenses | $9,288 | $9,288 |
| Dues and Subscriptions | $360 | $360 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $30,505 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30,505 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $8,401 | Amt |
| Net Investment Income | $8,401 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $1,022 | Amt |
| Net Investment Income | $1,022 | NetInvestmentIncomeAmt |