BOB BARKER COMPANY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BOB BARKER COMPANY FOUNDATION INC (EIN 20-1276455)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-30
- IRS object ID
- 202222429349101182
- Schema version
- 2021v4.2
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-30T15:37:14-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 BLUE RIDGE ROAD SUITE 500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 COMPANY 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 | ROBERT J BARKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9195523431 | PhoneNum |
| Signature | 2022-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | BARKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA WELKER | PreparerPersonNm |
| PTIN | P00848543 | PTIN |
| Phone | 9198764546 | PhoneNum |
| Preparation | 2022-08-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,600,557 | 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 | $620,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $179 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $179 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $135,976 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $135,976 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $739,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,851,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $739,108 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $59 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $59 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,495,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $875,322 | 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 |
| Accounting Fees Rev And Expnss | $2,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,422 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,422 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,214 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,816 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,225 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,225 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,894 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,894 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $222 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,785 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,129 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,313,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,313,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,408,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,330,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $87,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $867,637 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,501 | CashBOYAmt |
| Cash EOY | $113,915 | CashEOYAmt |
| Cash EOYFMV | $113,915 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $844,585 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $561,886 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $561,886 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,948,015 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,424,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,924,756 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,927,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,100,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,600,557 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,927,101 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,100,232 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,927,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,100,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,927,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,100,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,927,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $87,460 | ExcessRevenueOverExpensesAmt |
| Other Increases | $85,671 | OtherIncreasesAmt |
| Subtotal | $12,100,232 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,100,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| TD AMERITRADE #2796 | $20,468,026 | $19,998,654 | $628,775 | $628,775 |
| TD AMERITRADE #2796 | $383,425 | $273,092 | $110,333 | $110,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $739,108 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,060 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,060 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,060 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,600 | 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 | $41,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,540 | OverpaymentAmt |
| Applied To ES Tax | $29,540 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| 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 | HTTP://WWW.BOBBARKERCOMPANYFOUNDATION.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) |
|---|---|---|
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | 0.20 | $0 | $0 | $0 |
| ROBERT J BARKER | ||||||||
| 7925 PURFOY ROAD | FUQUAYVARINA | NC | 27526 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| PATRICIA M BARKER | ||||||||
| 7925 PURFOY ROAD | FUQUAYVARINA | NC | 27526 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| NANCY B JOHNS | ||||||||
| 7925 PURFOY ROAD | FUQUAYVARINA | NC | 27526 | DIRECTOR | 0.20 | $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 | $13,429,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,133,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,563,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,563,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $218,454 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,345,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $717,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $717,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,060 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,060 | TotalTaxAmt |
| Distributable Before Adj | $705,197 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $705,197 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $705,197 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,330,279 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,330,279 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $705,197 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $378,178 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $400,648 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $592,650 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $486,180 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $145,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,003,463 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,330,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $705,197 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $625,082 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,628,545 | 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 | $378,178 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,250,367 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $400,648 | ExcessFromYear4Amt |
| Excess From Year3 | $592,650 | ExcessFromYear3Amt |
| Excess From Year2 | $486,180 | ExcessFromYear2Amt |
| Excess From Year1 | $145,807 | ExcessFromYear1Amt |
| Excess From Current Year | $625,082 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BOB BARKER COMPANY FOUNDATION | 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 OR 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 (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREAKLOOSE | |||||||
| PO BOX 82530 | ROCHESTER | MI | 48308 | NONE | 501(C)(3) | GENERAL OPERATING | $6,000 |
| COMMUNITIES IN SCHOOLS OF NC | |||||||
| 222 N PERSON ST SUITE 203 | RALEIGH | NC | 27601 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| ISAIAH HOUSE RECOVERY CENTER | |||||||
| 2084 MAIN STREET PO BOX 188 | WILLISBURG | KY | 40078 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| MCSHIN FOUNDATION | |||||||
| 2300 DUMBARTON ROAD | RICHMOND | VA | 23228 | NONE | 501(C)(3) | GENERAL OPERATING | $8,000 |
| RESONANCE CENTER FOR WOMEN | |||||||
| 1608 S ELWOOD AVENUE | TULSA | OK | 74119 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 |
| RETURNING HOME | |||||||
| PO BOX 188 | SPRINGDALE | AR | 72765 | NONE | 501(C)(3) | GENERAL OPERATING | $37,400 |
| STEP-UP RALEIGH | |||||||
| 1701 OBERLIN RD | RALEIGH | NC | 27608 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| TENNESSEE HIGHER ED INITIATIVE | |||||||
| 1006 SHELBY AVENUE | RALEIGH | NC | 27603 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 |
| THE DREAM CENTER OF ALTON | |||||||
| 3401 FOSTERBURG ROAD PO BOX 1044 | ALTON | IL | 62002 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| TRIANGLE FAMILY SERVICES | |||||||
| 3937 WESTERN BLVD | RALEIGH | NC | 27606 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| TROSA | |||||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | NONE | 501(C)(3) | GENERAL OPERATING | $22,000 |
| DEFY VENTURES | |||||||
| PO BOX 102117 | PASADENA | CA | 91189 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| KRISTI OVERTON JOHNSON MINISTRIES | |||||||
| PO BOX 2801 | GREENVILLE | NC | 27826 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| REVIVE MINISTRIES | |||||||
| 111 COCONUT GROVE DRIVE | NICHOLASVILLE | KY | 40356 | NONE | 501(C)(3) | GENERAL OPERATING | $16,500 |
| GROUND 40 MINISTRIES | |||||||
| 303 DALE STREET | MONROE | NC | 28112 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 |
| RIDGE HOUSE | |||||||
| 900 WEST FIRST ST STE 200 | RENO | NV | 89503 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| HEALING TRANSITIONS | |||||||
| 1251 GOODE STREET | RALEIGH | NC | 27603 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| LAOTONG YOGA | |||||||
| PO BOX 406 | CHARLESTON | WV | 25322 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| GEORGIA JUSTICE PROJECT | |||||||
| 438 EDGEWOOD AVENUE SE | ATLANTA | GA | 30312 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| INTERFAITH PRISON MINISTRY FOR WOMEN | |||||||
| 112 S SALISBURY STREET | RALEIGH | NC | 27601 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| FLORIDA COUNCIL ON ECONOMIC EDUCATION | |||||||
| 501 S DAKOTA AVE STE 1 | TAMPA | FL | 33606 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| BAKER INDUSTRIES | |||||||
| 184 PENNSYLVANIA AVENUE | MALVERN | PA | 19355 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| GETTING OUT BY GOING IN | |||||||
| PO BOX 88969 | LOS ANGELES | CA | 90009 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| TWIN CITIES PRISON MINISTRY | |||||||
| PO BOX 22263 | ST PAUL | MN | 55122 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| MEN OF VALOR | |||||||
| 504 VALOR WAY | ANTIOCH | TN | 37013 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| HAVEN HOUSE | |||||||
| 1008 BULLARD COURT | RALEIGH | NC | 27615 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 |
| BILLINGS SYMPHONY ORCHESTRA AND CHORALE | |||||||
| 2820 2ND AVE N | BILLINGS | MT | 59101 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| FACES AND VOICES OF RECOVERY | |||||||
| 355 WOODRUFF ROAD | GREENVILLE | SC | 29607 | NONE | GENERAL OPERATING | $10,000 | |
| OUTREACH CENTER FOR COMMUNITY RESEARCH | |||||||
| 431 NORTH 7TH AVE | SCRANTON | PA | 18503 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| THE WAY BACK | |||||||
| PO BOX 832407 | RICHARDSON | TX | 75083 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| RACINE VOCATIONAL MINISTRY | |||||||
| 214 7TH STREET | RACINE | WI | 53403 | NONE | GENERAL OPERATING | $10,000 | |
| SUSTAINABLE ALAMANCE | |||||||
| 715 N CHURCH ST | BURLINGTON | NC | 27217 | NONE | 501(C)(3) | GENERAL OPERATING | $9,000 |
| AUTHENTIC RELATING INTERNATIONAL | |||||||
| 1750 30TH STREET | BOULDER | CO | 80301 | NONE | 501(C)(3) | GENERAL OPERATING | $7,500 |
| GAME PLAN FOR LIFE | |||||||
| 13415 REESES BLVD WEST | HUNTERSVILLE | NC | 28078 | NONE | 501(C)(3) | GENERAL OPERATING | $3,450 |
| PRISON FELLOWSHIP | |||||||
| 44180 RIVERSIDE PKWY 3RD FLOOR | LANSDOWNE | VA | 20132 | NONE | 501(C)(3) | GENERAL OPERATING | $12,000 |
| RE-ENTRY ALLIANCE PENSACOLA | |||||||
| 1000 WEST BLOUNT STREET | PENSACOLA | FL | 32501 | NONE | 501(C)(3) | GENERAL OPERATING | $50,000 |
| EDWINS | |||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| CATHOLIC CHARITIES OF WASHINGTON DC | |||||||
| 924 G ST NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | GENERAL OPERATING | $6,000 |
| TRINITY RESTORATION PROJECT | |||||||
| 2728 HOLMES ST | DALLAS | TX | 75215 | NONE | 501(C)(3) | GENERAL OPERATING | $42,000 |
| RISELIVING WORLD | |||||||
| 6266 W NORTH AVE | CHICAGO | IL | 60639 | NONE | 501(C)(3) | GENERAL OPERATING | $6,450 |
| CENTER FOR COMMUNITY TRANSITIONS | |||||||
| PO BOX 33533 | CHARLOTTE | NC | 38233 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| INMATES TO ENTREPRENEURS | |||||||
| 219 RALEIGH ST | HOLL SPRINGS | NC | 27540 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| THE OTHER SIDE ACADEMY | |||||||
| 667 EAST 100 SOUTH | SALT LAKE CITY | UT | 84102 | NONE | 501(C)(3) | GENERAL OPERATING | $17,500 |
| PARDONED BY CHRIST | |||||||
| PO BOX 1773 | CARY | NC | 27512 | 501(C)(3) | GENERAL OPERATING | $20,000 | |
| MEDICAL FOUNDATION OF NORTH CAROLINA- UNC FIT PROGRAM | |||||||
| 123 W FRANKLIN ST 510 | CHAPEL HILL | NC | 27516 | NONE | 501(C)(3) | GENERAL OPERATING | $12,450 |
| STEPUP WILMINGTON (PHOENIX HOMETOWN HIRES) | |||||||
| 20 NORTH 4TH STREET SUITE 450 | WILMINGTON | NC | 28401 | NONE | 501(C)(3) | GENERAL OPERATING | $7,500 |
| NATIONAL PARTNERSHIP FOR JUVENILE JUSTICE | |||||||
| 2220 NICHOLASVILLE RD SUITE 110-333 | LEXINGTON | KY | 40503 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| PRISON UNIVERSITY PROJECT | |||||||
| PO BOX 492 | SAN QUENTIN | CA | 94964 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| MOTHERS AND THEIR CHILDREN | |||||||
| 1034 BRAGG STREET | RALEIGH | NC | 27610 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 |
| CRAVEN PAMILICO RE-ENTRY COUNCIL | |||||||
| 503 GUION STREET | NEW BERN | NC | 28560 | NONE | 501(C)(3) | GENERAL OPERATING | $9,400 |
| BRIDGES TO LIFE | |||||||
| 8554 KATY FREEWAY SUITE 300 | HOUSTON | TX | 77024 | NONE | 501(C)(3) | GENERAL OPERATING | $50,000 |
| CHANGED CHOICES | |||||||
| PO BOX 34367 | CHARLOTTE | NC | 28234 | NONE | 501(C)(3) | GENERAL OPERATING | $50,000 |
| GLOBAL IMPACT EMERSON PRISON PROJECT | |||||||
| 1407 EVANS STREET | GREENVILLE | NC | 27834 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| DAMASCUS WAY | |||||||
| 1515 E 66TH STREET | RICHFIELD | MN | 55423 | NONE | 501(C)(3) | GENERAL OPERATING | $9,000 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE ST | LOS ANGELES | CA | 90034 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| ONE EIGHTY | |||||||
| 601 MARQUETTE STREET | DAVENPORT | IA | 52802 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| COMMUNITY FAMILY LIFE | |||||||
| 305 E STREET NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| FATHERS AND FAMILY SUPPORT SERVICES | |||||||
| 1601 OLIVE STREET | ST LOUIS | MO | 63103 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| FIRST AT BLUE RIDGE | |||||||
| PO BOX 406 | RIDGECREST | NC | 28770 | NONE | 501(C)(3) | GENERAL OPERATING | $8,000 |
| MICHIGAN WORKS WEST CENTRAL | |||||||
| 14330 NORTHLAND DRIVE | BIG RAPIDS | MI | 49307 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| STAND IN THE GAP MINISTRIES | |||||||
| 3939 S HARVARD AVE STE 120 | TULSA | OK | 74135 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| LOUISIANA PAROLE PROJECT | |||||||
| 251 FLORIDA ST SUITE 400 | BATON ROUGE | LA | 70801 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| KINDWAY | |||||||
| PO BOX 443 | WESTERVILLE | OH | 43086 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| JOURNEY OF HOPE | |||||||
| 8160 SO HIGHLAND DRIVE A-3 | SANDY | UT | 84093 | NONE | 501(C)(3) | GENERAL OPERATING | $14,000 |
| CAMPBELL UNIVERSITY - PRISON EDUCATION PROGRAM | |||||||
| 143 MAIN STREET | BUIES CREEK | NC | 27526 | NONE | 501(C)(3) | GENERAL OPERATING | $25,000 |
| HVCDC JOBS PARTNERSHIP | |||||||
| 602 W RICHMOND AVE | PEORIA | IL | 61606 | NONE | 501(C)(3) | GENERAL OPERATING | $18,000 |
| PATHFINDERS OF OREGON (THE PATHFINDER NETWORK) | |||||||
| 7305 NE GLISAN ST | PORTLAND | OR | 97213 | NONE | 501(C)(3) | GENERAL OPERATING | $8,000 |
| VOLUNTEERS OF AMERICA TEXAS | |||||||
| 300 E MIDWAY ROAD | EULESS | TX | 76039 | NONE | 501(C)(3) | GENERAL OPERATING | $5,000 |
| LEXINGTON RESCUE MISSION | |||||||
| PO BOX 1050 | LEXINGTON | KY | 40588 | NONE | 501(C)(3) | GENERAL OPERATING | $30,000 |
| A NEW WAY OF LIFE | |||||||
| PO BOX 875288 | LOS ANGELES | CA | 90087 | NONE | 501(C)(3) | GENERAL OPERATING | $44,000 |
| ASCENSA HEALTH AT ST JUDE RECOVERY CENTER | |||||||
| 139 RENAISSANCE PKWY NE | ATLANTA | GA | 30308 | NONE | 501(C)(3) | GENERAL OPERATING | $30,000 |
| CLI PRISON ALLIANCE | |||||||
| 3001 SPRING FOREST RD STE 101 | RALEIGH | NC | 27616 | NONE | 501(C)(3) | GENERAL OPERATING | $13,000 |
| PARTAKERS | |||||||
| 230 CENTRAL STREET | AMESBURY | MA | 09193 | NONE | 501(C)(3) | GENREAL OPERATING | $20,000 |
| NETWORK SUPPORT SERVICES | |||||||
| 555 BERGEN AVENUE | BRONX | NY | 10455 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| THE PHOENIX | |||||||
| 2239 CHAMPA STREET | DENVER | CO | 80205 | NONE | 501(C)(3) | GENERAL OPERATING | $10,000 |
| INNER CITY WEIGHTLIFTING | |||||||
| PO BOX 171313 | BOSTON | MA | 02117 | NONE | 501(C)(3) | GENERAL OPERATING | $18,000 |
| BARD PRISON INITIATIVE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | NONE | 501(C)(3) | GENERAL OPERATING | $20,000 |
| INSIDE OUT NETWORKS | |||||||
| 3247 S SUN SPLASH DRIVE | TUCSON | AZ | 85713 | NONE | 501(C)(3) | GENERAL OPERATING | $18,000 |
| LIFT YOUR GAZE CAPSTONE LEGACY FOUNDATION | |||||||
| 900 WEST VALLEY ROAD SUITE 203 | WAYNE | PA | 19087 | NONE | 501(C)(3) | GENERAL OPERATING | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,313,150 | 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 | $179 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $135,976 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $739,108 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $875,322 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $875,322 | 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 | BOB BARKER INC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $620,500 | 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 | $2,450 | Amt |
| Net Investment Income | $1,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,225 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE | StockNm |
| EOY Book Value | $11,424,431 | EOYBookValueAmt |
| EOYFMV | $14,924,756 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $1,112 | $0 | $1,112 |
| BANK CHARGES | $222 | $222 | $0 |
| DATABASE EXPENSES | $9,673 | $0 | $9,673 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $59 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $59 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $59 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENT | Desc |
| Amt | $85,671 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,422 | Amt |
| Net Investment Income | $1,422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDENDS | $4,816 | $4,816 | $0 |
| FEDERAL TAX | $70,398 | $0 | $0 |