BARNES CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BARNES CHARITABLE FOUNDATION INC (EIN 75-2625727)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201311349349100831
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T09:31:37-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOUCHER MORGAN & YOUNG PC CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 203 | AddressLine1 |
| City | STEPHENVILLE | City |
| State | TX | State |
| ZIP Code | 76401 | 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 | 752625727 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BARN | NameControl |
| Phone | 4325507855 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5987 | AddressLine1 |
| City | GRANBURY | City |
| State | TX | State |
| ZIP Code | 76049 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BOB C BARNES | Name |
| Title | PRESIDENT | Title |
| Phone | 4325507855 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHERINE MINCKLER | Name |
| Phone | 2549657321 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 620863 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 113203 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 531 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 531 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 8667 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8667 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 8 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 22 | GrossSalesPrice |
| Total Revenue And Expenses | 122409 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9198 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 156 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 166 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 34075 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 34075 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 34241 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 34075 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 88168 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9198 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 129093 | CashBOY |
| Cash EOY | 344482 | CashEOY |
| Cash EOYFMV | 344482 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 205348 | SavingsAndTempCashInvstBOY |
| Investments Corp Stock BOY | 126222 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 204349 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 276381 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 460663 | TotalAssetsBOY |
| Total Assets EOY | 548831 | TotalAssetsEOY |
| Total Assets EOYFMV | 620863 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1000 | CapitalStockBOY |
| Capital Stock EOY | 1000 | CapitalStockEOY |
| Retained Earnings BOY | 459663 | RetainedEarningsBOY |
| Retained Earnings EOY | 547831 | RetainedEarningsEOY |
| Total Net Assets BOY | 460663 | TotalNetAssetsBOY |
| Total Net Assets EOY | 548831 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 460663 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 548831 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 460663 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 88168 | ExcessOfRevenueOverExpenses |
| Subtotal | 548831 | Subtotal |
| Total Net Assets Fund Balances EOY | 548831 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 27200 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 419205 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.064885 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 33500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 465634 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.071945 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 47500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 460980 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.103041 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 22940 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 332340 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.069026 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 14562 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 162196 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.089780 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.398677 | TotalDistributionRatio |
| Average Distribution Ratio | 0.079735 | AverageDistributionRatio |
| Net Noncharitable Assets | 540659 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 43109 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 92 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 43201 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 34075 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 184 | InvestmentIncomeExciseTax |
| Subtotal | 184 | Subtotal |
| Tax Based On Investment Income | 184 | TaxBasedOnInvestmentIncome |
| Tax Due | 184 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | false | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BOB BARNES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4325507855 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4501 COVE TIMBER CT | AddressLine1 |
| City | GRANBURY | City |
| State | TX | State |
| ZIP Code | 76049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|---|---|
| BOB BARNES | ||||||||
| PO BOX 12794 | ODESSA | TX | 79768 | PRESIDENT | 0.25 | 0 | 0 | 0 |
| EARLENE BARNES | ||||||||
| PO BOX 12794 | ODESSA | TX | 79768 | VICE PRES | 0.25 | 0 | 0 | 0 |
| DOROTHY MITCHELL | ||||||||
| PO BOX 12794 | ODESSA | TX | 79768 | SECRETARY | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 209430 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 339462 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 548892 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 548892 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8233 | CashDeemedCharitable |
| Net Noncharitable Assets | 540659 | NetNoncharitableAssets |
| Minimum Investment Return | 27033 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 27033 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 184 | TaxBasedOnInvestmentIncome |
| Total Tax | 184 | TotalTax |
| Distributable Amount Before Adj | 26849 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 26849 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 26849 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 34075 | ExpensesAndContributions |
| Qualifying Distributions | 34075 | QualifyingDistributions |
| Adj Qualifying Distributions | 34075 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 26849 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 8068 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 15607 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 24615 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 10374 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 6387 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 65051 | TotalExcessDistriCarryover |
| Qualifying Distributions | 34075 | QualifyingDistributions |
| Applied To Current Year | 26849 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7226 | RemainingDistriFromCorpus |
| Total Corpus | 72277 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 8068 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 64209 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 15607 | ExcessFromYear4 |
| Excess From Year3 | 24615 | ExcessFromYear3 |
| Excess From Year2 | 10374 | ExcessFromYear2 |
| Excess From Year1 | 6387 | ExcessFromYear1 |
| Excess From Current Year | 7226 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| JUVENILE DIABETES RESEARC | ||||||||
| 8700 CROWNHILL BLVD | SUITE 407 | SAN ANTONIO | TX | 78209 | CHARITY | 501C (3) | GENERAL BUDGET | $12,500 |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 700 N STREET | SUITE J | BEAUMONT | TX | 77701 | CHARITY | 501C(3) | GENERAL BUDGET | $250 |
| PERMIAN BASIN REHABILITATION CENTER | ||||||||
| 620 N ALLEGHANEY | ODESSA | TX | 79761 | CHARITY | 501C(3) | GENERAL BUDGET | $1,500 | |
| WICHITA GRAND OPERA | ||||||||
| 225 W DOUGLAS | WICHITA | KS | 67202 | CHARITY | 501C(3) | GENERAL BUDGET | $200 | |
| HARMONY HOME | ||||||||
| PO BOX 3087 | ODESSA | TX | 79760 | CHARITY | 501C(3) | GENERAL BUDGET | $1,500 | |
| PERMIAN HIGH SCHOOL | ||||||||
| 802 N SAM HOUSTON | ODESSA | TX | 79762 | CHARITY | 501C(3) | GENERAL BUDGET | $125 | |
| LAKESIDE BAPTIST CHURCH | ||||||||
| 500 W BLUEBONNET DR | GRANBURY | TX | 76048 | CHARITY | 501C(3) | GENERAL BUDGET | $2,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | CHARITY | 501C(3) | GENERAL BUDGET | $2,000 | |
| WILLOW PARK BAPTIST CHURCH | ||||||||
| 129 RANCH HOUSE RD | ALEDO | TX | 76008 | CHARITY | 501C(3) | GENERAL BUDGET | $5,000 | |
| ALZHEIMER'S FOUNDATION | ||||||||
| 2630 WEST FREEWAY | SUITE 10 | FORT WORTH | TX | 76102 | CHARITY | 501C(3) | GENERAL BUDGET | $2,000 |
| 6TH & JACKSON CHURCH OF CHRIST | ||||||||
| 301 E 6TH STREET | ODESSA | TX | 79761 | CHARITY | 501C(3) | GENERAL BUDGET | $1,000 | |
| CRISIS CENTER | ||||||||
| PO BOX 7741 | ODESSA | TX | 79760 | CHARITY | 501C(3) | GENERAL BUDGET | $1,000 | |
| ST LUKES METHODIST CHURCH | ||||||||
| 1601 E 42ND STREET | ODESSA | TX | 79762 | CHARITY | 501C(3) | GENERAL BUDGET | $2,500 | |
| HOOD COUNTY SENIOR CENTER | ||||||||
| 501 E MOORE STREET | GRANBURY | TX | 76048 | CHARITY | 501C(3) | GENERAL BUDGET | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 34075 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $531 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,667 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,198 | ExclusionAmount |
| Related Or Exempt Function Income | 8 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 9206 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | TVRC INC | PO BOX 5987 | GRANBURY | TX | 76049 | 6000 | X | |
| 2 | BOB EARLENE BARNES | PO BOX 5987 | GRANBURY | TX | 76049 | 107203 | X | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 1000 SHS FOSTER WHEELER AG | 23330 | 2012-12-30 |
| 2 | 1000 SHS VANGUARD INDEX FD | 67390 | 2012-12-30 |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| BOB BARNES |
| EARLENE BARNES |
| DOROTHY MITCHELL |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | .333 SH DUKE ENERGY CORP | Name |
| Date Acquired | 2009-02 | DateAcquired |
| How Acquired | PURCHASE | HowAcquired |
| Date Sold | 2012-07 | DateSold |
| Gross Sales Price | 22 | GrossSalesPrice |
| Basis | 14 | Basis |
| Total Net | 8 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON STOCKS AND OPTIONS | 101246 | 131804 |
| CLOSED END FUNDS | 103103 | 144577 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| BANK CHARGES | 10 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $156 | Amount |