STRATEGY STUDIO / PUBLIC DATA EXPLORER

BOB BARKER COMPANY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
BOB BARKER COMPANY FOUNDATION INC (EIN 20-1276455)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-06-13
IRS object ID
201311649349100206
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-06-13T14:22:58-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROMEO WIGGINS & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1110 IOWA LN STE 104AddressLine1
CityCARYCity
StateNCState
ZIP Code27511ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201276455EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BOB BARKER COMPANY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBOBBNameControl
Phone9195523431Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1134 NORTH MAINAddressLine1
CityFUQUAY VARINACity
StateNCState
ZIP Code27526ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT J BARKER JRName
TitlePRESIDENTTitle
Phone9195523431Phone
Date Signed2013-05-30DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameGEOFFREY E WIGGINSName
Phone9194672050Phone
Date Prepared2013-05-30DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3025735FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss432525ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss417InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm417InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss33994DividendsRevAndExpnss
Dividends Net Invst Incm33994DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-49587NetGainSaleAssetsRevAndExpnss
Gross Sales Price3519505GrossSalesPrice
Other Income Rev And Expnss-9006OtherIncomeRevAndExpnss
Total Revenue And Expenses408343TotalRevenueAndExpenses
Total Net Investment Income34411TotalNetInvestmentIncome
Taxes Rev And Expnss629TaxesRevAndExpnss
Taxes Net Invst Incm629TaxesNetInvstIncm
Trav Conf Meeting Rev And Expnss11552TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps11552TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss1949PrintingAndPubRevAndExpnss
Printing And Pub Dsbrs Chrtbl Prps1949PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss40786OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm128OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps40658OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss54916TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm757TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps54159TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss90600ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps90600ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss145516TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm757TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps144759TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses262827ExcessOfRevenueOverExpenses
Net Investment Income33654NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY1283208CashBOY
Cash EOY93230CashEOY
Cash EOYFMV93230CashEOYFMV
Accounts Receivable119AccountsReceivable
Accounts Receivable BOY119AccountsReceivableBOY
Accounts Receivable EOY119AccountsReceivableEOY
Accounts Receivable EOYFMV119AccountsReceivableEOYFMV
Investments Corp Stock BOY1190815InvestmentsCorpStockBOY
Investments Corp Stock EOY2643620InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2932386InvestmentsCorpStockEOYFMV
Total Assets BOY2474142TotalAssetsBOY
Total Assets EOY2736969TotalAssetsEOY
Total Assets EOYFMV3025735TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY2474142UnrestrictedBOY
Unrestricted EOY2736969UnrestrictedEOY
Total Net Assets BOY2474142TotalNetAssetsBOY
Total Net Assets EOY2736969TotalNetAssetsEOY
Total Liabilities Net Assets BOY2474142TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2736969TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2474142TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses262827ExcessOfRevenueOverExpenses
Subtotal2736969Subtotal
Total Net Assets Fund Balances EOY2736969TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (103 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
ALEXION PHARMACEAUTICALS INC-1000P2011-11-302012-11-0193845672702657526575
DENBURY RESOURCES INC-1000P2012-04-022012-05-071721218170-958-958
GENERAC HOLDINGS INC COM-200P2012-12-1165587120-562-562
NCR CORP COM-1000P2012-07-272012-08-142256023468-908-908
ROSETTA STONE INC COM-1795P2012-08-131838519990-1605-1605
TWO HARBORS INVESTMENT CORP REIT-100P2012-10-112012-11-211100011890-890-890
SEADRILL LTD-1000P2012-04-302012-05-233465138460-3809-3809
AMAZON.COM INC-100P2012-09-252012-10-012549125748-257-257
DOLE FOOD COMPANY INC-2000P2012-09-11258352338824472447
GROUP 1 AUTOMOTIVE INC-100P2012-11-072012-11-2158706318-448-448
NTT DOCOMO INC-1000P2012-02-241710017620-520-520
ROSS STORES INC COM-100-212P2012-11-0157626750-988-988
VALENT PHARMACEUTICALS INTL-1000P2011-12-062012-03-06533094696063496349
SEAGATE TECHNOLOGY ORD-1000P2012-09-272012-11-212713035271-8141-8141
AMERICAN TOWER CORP REIT-500P2012-07-022012-09-103594435045899899
DOLLAR GENERAL CORP-500P2012-12-112209625250-3154-3154
HMS HOLDINGS CORP COM-1000P2012-08-132012-10-013299936417-3418-3418
NETEASE INC-1500P6604673707-7661-7661
SS + C TECHNOLOGIES HOLDINGS-1000P2012-06-122295023167-217-217
VANGUARD DIVIDEN APPRECIATION ETF-50P2012-03-142012-04-182904929249-200-200
ALLOT COMMUNICATIONS LTD-3500P2012-05-0782995690701392513925
AMERICAN VANGUARD CORP-250P2012-03-062012-05-226523447720462046
DOW CHEMICAL COM-500P2012-04-022012-05-071610617310-1204-1204
HEALTH STREAM INC COM-3000P2012-11-196902868738290290
NEUSTAR INC COM-2000P2012-10-317376273998-236-236
SANDSTORM GOLD LTD-1000P2012-10-092012-11-081423014630-400-400
VANGUARD HEALTH SYS INC-1000P2012-10-31903412742-3708-3708
CELLCOM ISTAEL LTD-1000P2012-12-3180518910-859-859
APPLE INC COM-50P2012-09-122012-10-083213033235-1105-1105
EATON VANCE TAX MANAGED GLOBAL-5000P2012-01-312012-05-233979442953-3159-3159
HOLOGIC INC COM-1000P2012-08-292012-11-191947019889-419-419
NEW ORIENTAL EDU & TEC COM-2000P2012-04-185481655009-193-193
SCIENTIFIC GAMES CORPS COM-2000P2012-07-182012-07-311687017849-979-979
VERIFONE SYSTEMES INC-1000P2012-03-292012-05-074603151020-4989-4989
CHECKPOINT SOFTWARE-1000P2012-04-252012-05-105401160105-6094-6094
AVALON RARE METALS INC-5000P2012-03-062012-04-161289014560-1670-1670
EBAY INC-1000P2012-08-072012-11-08478694586920002000
IMAGEWARE SYSTEMS INC COM-5000P2012-04-1852005510-310-310
NEWMONT MINING CORP COM-500P2012-05-092012-07-192247023469-999-999
SERVICE NOW INC COM-1000P2012-08-132012-08-232891132318-3407-3407
VITAMIN SHOPPE INC COM-200P2012-05-092012-05-23979010830-1040-1040
VISTAPRINT NV ORD-1000P2012-03-063779940643-2844-2844
AWARE INC-8000P2012-03-063399035078-1088-1088
ECOPETROL SA-1000P2012-05-235804062438-4398-4398
INTEROIL CORP COM-500P2012-07-162012-08-17391353741417211721
NORTHERN OIL AND GAS INC-1000P2011-12-212012-03-272174123290-1549-1549
SILICON MOTION TECH CORP ADR-2000P75400117191-41791-41791
WELLS FARGO COMPANY-1000P2012-03-122012-06-123079931590-791-791
SEASPAN CORP COM-3000P2012-03-265009057250-7160-7160
BB&T CORPORATION-2000P2013-03-0656609434191319013190
8X8 INC COM-3000P2012-06-121190112700-799-799
INVENSENSE INC-2000P2012-04-053249437532-5038-5038
OLD DOMINION FREIGHT LINE COM-500P2012-02-292012-06-062062021825-1205-1205
SIRIUS XM RADIO-15000P2012-11-084018940266-77-77
WENDYS COMPANY COM-1000P2012-03-022012-04-1848105000-190-190
AMERIGRAS PARTNERS LP-1000P2012-06-112012-04-163775540615-2860-2860
BANKRATE INC COM-1000P2012-04-182358023840-260-260
ELDORADO GOLD CORP-1000P2012-09-172012-10-121423015770-1540-1540
JAZZ PHARMACEUTICALS INC-1000P2011-06-222012-01-1846390313841500615006
ORGANOVO HOLDINGS INC COM-12000P364393162148184818
SOFTBANK CORP UNSPON-2000P2012-07-162012-10-103704938670-1621-1621
WILLIAMS COS INC COM-1000P2011-12-292012-01-20283812656718141814
CURRENCY SHARES AUS DOLLAR TRUST-502P2012-07-052012-10-125149851562-64-64
BIOLASE INC-5001P2012-03-061254316062-3519-3519
ENDOLOGIX INC-3000P2012-03-06366782815085288528
LAS VEGAS SANDS CORP COM-1000P2012-06-124474545681-936-936
POWERSHARES QQQ-1000P2011-10-142012-10-11667795764091399139
SPLUNK INC COM-1000P2012-06-072012-11-082684929010-2161-2161
WPX ENERGY INC COM-333P2012-01-2047785916-1138-1138
OCH-ZIFF CAPITAL MGMT GROUP-3000P2012-07-112012-07-272072521790-1065-1065
BROADVISION INC-1000P2012-02-1530398192111118711187
FACEBOOK INC.COM-500P2012-07-051556616718-1152-1152
ESTEE LAUDER COMPANIES-1000P2012-03-132012-05-235393961234-7295-7295
PROSHARES ULTRA DJ-1000P2012-05-092012-07-024364943309340340
STRATASYS INC-3000P1941001632793082130821
ZYNGA INC COM-1000P2012-06-222012-07-0553905999-609-609
QR ENERGY LP COM-1000P2011-12-212012-05-081799017136854854
CARDTRONICS INC COM-2000P2012-10-01592905680124892489
FORTINET INC COM-1000P2012-09-102012-10-012390027390-3490-3490
LIQUIDITY SERVICES INC COM-1000P2012-07-024507954453-9374-9374
QIHOO 360 TECHNOLOGY-1000P2012-04-302012-05-231994023960-4020-4020
TEMPLETON DRAGON FUND INC COM-900P2012-05-232296025380-2420-2420
COVIDIEN PLC-1000P2011-11-292012-04-2654380439091047110471
TEMPLETON DRAGON FUND INC COM-100P2011-12-152012-05-23254224776565
CERNER CORP COM-1000P2012-07-247324075064-1824-1824
FORUM ENERGY TECHNOLOGIES INC-1000P2012-10-112269424249-1555-1555
MARKET VECTORS VIETNAM ETF-3000P2012-03-012012-06-045218959380-7191-7191
QUESTCOR PHARMACEUTICALS COM-1000P2012-09-271757219949-2377-2377
TOYOTA MOTOR CORP ADR-500P2012-02-282012-05-083875042284-3534-3534
HERBALIFE LTD-1500P2012-11-086925889237-19979-19979
WILLIAM PARTNERS LTD COM-500P2011-12-292012-03-262793029326-1396-1396
CIA SANEAMENTO BASICO DE ADR-200P2012-05-221371815110-1392-1392
FUEL SYSTEMS SOLUTIONS COM-1000P2012-04-042348027289-3809-3809
MASTEC INC COM-100P2012-11-072012-11-1621402410-270-270
REALPAGE INC COM-1000P2011-10-262012-02-212071026390-5680-5680
TRACTOR SUPPLY CO COM-1000P2012-05-1891754781151363913639
JAZZ PHARMACEUTICALS INC-1000P2012-03-06491144639027242724
COPART INC COM-1000P2012-06-122422126650-2429-2429
GNC HJOLDINGS INC-1000P2012-05-082012-06-123660938778-2169-2169
MEDIFAST INC COM-2000P2012-02-01324262770947174717
REGIS CORP MN COM-2000P2012-10-013684637240-394-394
TRANSGLOBE ENERGY CORP-1000P2012-04-022012-05-221045112100-1649-1649
MICHAEL KORS HOLDINGS-1000P2012-04-164143146503-5072-5072
FieldValueIRS element (for citing)
Capital Gain Net Income-49587CapitalGainNetIncome
Net Short Term Capital Gain Or Loss-49627NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1152596QualifyingDistributionsYear1
Noncharitable Assets Year12373767NoncharitableAssetsYear1
Distribution Ratio Year10.064284DistributionRatioYear1
Qualifying Distributions Year2116095QualifyingDistributionsYear2
Noncharitable Assets Year21103062NoncharitableAssetsYear2
Distribution Ratio Year20.105248DistributionRatioYear2
Qualifying Distributions Year3476087QualifyingDistributionsYear3
Noncharitable Assets Year3230364NoncharitableAssetsYear3
Distribution Ratio Year32.066673DistributionRatioYear3
Qualifying Distributions Year413600QualifyingDistributionsYear4
Noncharitable Assets Year4142535NoncharitableAssetsYear4
Distribution Ratio Year40.095415DistributionRatioYear4
Qualifying Distributions Year519400QualifyingDistributionsYear5
Noncharitable Assets Year5162139NoncharitableAssetsYear5
Distribution Ratio Year50.119650DistributionRatioYear5
Total Distribution Ratio2.451270TotalDistributionRatio
Average Distribution Ratio0.490254AverageDistributionRatio
Net Noncharitable Assets2726668NetNoncharitableAssets
Adjusted Noncharitable Assets1336760AdjustedNoncharitableAssets
One Percent Net Investment Income337OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One1337097AdjNonchrtblAssetsAndOnePct
Qualifying Distributions144759QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax673InvestmentIncomeExciseTax
Subtotal673Subtotal
Tax Based On Investment Income673TaxBasedOnInvestmentIncome
Form2220 AttachedXForm2220Attached
Penalty For Underpayment6PenaltyForUnderpayment
Tax Due679TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithNCStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJAN JOHNSONBooksInCareOfPersonName
Books In Care Of Phone Number9195523431BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1134 N MAIN STREETAddressLine1
CityFUQUAY VARINACity
StateNCState
ZIP Code27526ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT J BARKER JR
134 N MAIN STREETFUQUAY VARINANC27526DIRECTOR3.25000
ROBERT J BARKER
134 N MAIN STREETFUQUAYVARINANC27526DIRECTOR5.59000
PATRICIA M BARKER
134 N MAIN STREETFUQUAYVARINANC27526DIRECTOR1.95000
NANCY B JOHNS
134 N MAIN STREETFUGUAYVARINANC27526DIRECTOR1.03000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2079853AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances688219AvgMonthlyCashBalances
FMV All Other Noncharitable Assets119FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2768191TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets2768191AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable41523CashDeemedCharitable
Net Noncharitable Assets2726668NetNoncharitableAssets
Minimum Investment Return136333MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return136333MinimumInvestmentReturn
Tax Based On Investment Income673TaxBasedOnInvestmentIncome
Total Tax673TotalTax
Distributable Amount Before Adj135660DistributableAmountBeforeAdj
Distributable Amount Before Ded135660DistributableAmountBeforeDed
Distributable Amount As Adjusted135660DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions144759ExpensesAndContributions
Qualifying Distributions144759QualifyingDistributions
Adj Qualifying Distributions144759AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted135660DistributableAmountAsAdjusted
Excess Distri Carryover Year511330ExcessDistriCarryoverYear5
Excess Distri Carryover Year46611ExcessDistriCarryoverYear4
Excess Distri Carryover Year3464615ExcessDistriCarryoverYear3
Excess Distri Carryover Year261237ExcessDistriCarryoverYear2
Excess Distri Carryover Year134145ExcessDistriCarryoverYear1
Total Excess Distri Carryover577938TotalExcessDistriCarryover
Qualifying Distributions144759QualifyingDistributions
Applied To Current Year135660AppliedToCurrentYear
Remaining Distri From Corpus9099RemainingDistriFromCorpus
Total Corpus587037TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year511330ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year575707ExcessDistriCyovToNextYear
Excess From Year46611ExcessFromYear4
Excess From Year3464615ExcessFromYear3
Excess From Year261237ExcessFromYear2
Excess From Year134145ExcessFromYear1
Excess From Current Year9099ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerROBERT J BARKER JR PRESIDENTContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Address Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
YMCA OF THE TRIANGLE
YMCA OF THE TRIANGLE801 CORPORATE DRIVE801 CORPORATE DRIVERALEIGHNC27607NON501 3 CALEXANDER CAMPAIGN$10,000
YMCA OF THE TRIANGLE
YMCA OF THE TRIANGLE801 CORPORTATE DRIVE801 CORPORATE DRIVERALEIGHNC27607NON503 3 CKRAFT CAMPAIGN$20,000
CHRISTIAN LIBARY INTERNATIONAL
CHRISTIAN LIBARY INTERNATIONAL3800 A HILCREST DRIVE3800 A HILCREST DRIVERALEIGHNC27610NONE501 3 CGENERAL OPERATING$5,000
PRISON FELLOWSHIP
PRISON FELLOWSHIP44180 RIVERSIDE PARKWAY44180 RIVERSIDE PARKWAYLANSDOWNEVA20176NONE501 3 CGENERAL OPERATING$5,000
CHRISTIAN LIBRARY INTERNATIONAL
CHRISTIAN LIBRARY INTERNATIONAL3800 A HILLCREST DRIVE3800 A HILLCREST DRIVERALEIGHNC27610NONE501 3 CTABLE OF 10 AT AUTHORS DINNER$600
MOTHERS AND THEIR CHILDREN
MOTHERS AND THEIR CHILDRENP O BOX 14469P O BOX 14469RALEIGHNC276204469NONE501 3 CGENERAL OPERATING$15,000
PRESBYTERIAN PRISON MINISTRY INC
PRESBYTERIAN PRISON MINISTRY INC112 S SALSBURY ST112 S SALISBURY STRALEIGHNC27601NONE501 3 CCONSULTANT$5,000
CAMPBELL UNIVERSITY
CAMPBELL UNIVERISTYP O BOX 116P O BOX 116BUIES CREEKNC27506NONE501 3 CCRIMINAL JUSTICE PROGRAM$25,000
PRISON SOCIETY
PRISON SOCIETYP O BOX 807P O BOX 807KERSHAWSC29067NONE501 3 CBOOKS AND SUPPLIES$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year90600TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BAPTIST CENTER FOR ETHICSBusinessNameLine1
Business Name Line2BAPTIST CENTER FOR ETHICSBusinessNameLine2

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 150506AddressLine1
Address Line2P O BOX 150506AddressLine2
CityNASHVILLECity
StateTNState
ZIP Code37215ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationship
Recipient Foundation Status501 3 CRecipientFoundationStatus
Purpose Of Grant Or ContributionMATCHING GRANTPurposeOfGrantOrContribution
Amount$50,000Amount
FieldValueIRS element (for citing)
Tot Grant Or Contri Approved Future50000TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$417ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$33,994ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$49,587ExclusionAmount

Other Revenue Described OtherRevenueDescribed (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeUnrelated Business IncomeUnrelatedBusinessIncomeAmount
OTHER INC-ENERGY TRANS PTR900099-$4,744
OTHER INC-QR ENERGY LP K1900099-$1,604
OTHER INC-AMERIGAS K1900099-$2,160
OTHER INC-WILLIAMS PARTN K1900099-$1,014
OTHER INC-BROOKFIELD K1900099$516

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income-$9,006UnrelatedBusinessIncomeAmount
Exclusion-$15,176ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA-24182TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualBOB BARKER INCContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1134 NORTH MAINAddressLine1
CityFUQUAY VARINACity
StateNCState
ZIP Code27526ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions432500AggregateContributions
Person Contribution TypeXPersonContributionType

Compensation Explanation CompensationExplanation

Compensation Compensation (4 entries)

ROBERT J BARKER JR
ROBERT J BARKER
PATRICIA M BARKER
NANCY B JOHNS

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (77 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
ALEXION PHARMACEAUTICALS - 1000 SHS
BIOLASE TECHNOLOGY INC - 1 SHS
CORN PRODUCTS INTL - 200 SHS
COVIDIEN PLC - 1000 SHS
ENDOLOGIX INC - 3000 SHS
HEALTHSTREAM INC - 2000 SHS
ISHARES BARCLAYS AGG - 1000 SHS
JAZZ PHARMACEUTICALS - 1000 SHS
MERCADOLIBRE INC - 500 SHS
NORTHERN OIL & GAS - 1000 SHS
NTT DOCOMO - 1000 SHS
POWERSHARES - 1000 SHS
REALPAGE INC - 1000 SHS
QR ENERGY LP - 1000 SHS
SILICON MOTION TECH - 2000 SHS
TEMPLETON DRAGON FUND - 100 SHS
TRACTOR SUPPLY - 500 SHS
VALEANT PHARMACEUTICALS - 1000 SHS
3 D SYSTEMS CORP - 3000 SHS83267160050
3M CO - 1012.87 SHS9279494045
8X8 INC - 2000 SHS1287014760
AFLAC INC - 1520.837 SHS6400780787
AGNICO EAGLE MINES LTD - 501-64 SHS2596026316
ALPS ETF TR - 1016.474 SHS1620016213
ALTRA GROUP INC - 1000 SHS3293831440
AMERICAN VANGUARD CORP - 1759.405 SH3162454665
AMERIGAS PARTNERS-LP - 1019.953 SHS3899739513
AQUA AMERICA INC - 1006.957 SHS2570525597
ARMANINO FOODS OF DISTINCTION - 550049485060
BB&T CORPORATION - 2000 SHS2824029110
BRISTOL-MYERS SQUIBB - 1000 SHS3307832590
BROOKFIELD INFR PART - 1010.576 SHS3668535623
BRUKER CORP - 2000 SHS3055030476
CASS INFORMAITION SYSTEMS - 1104.7824345846622
COCA COLA - 2027.005 SHS8093173478
ENERGY TRANSFER PTRS - 500 SHS3789843897
EAGLE MATERIALS INC - 500 SHS2865029250
EXXON MOBIL - 500 SHS4405043275
GRAFTECH INTERNATIONAL - 3000 SHS2566028170
GRAPHIC PACKING CORP - 5000 SHS3181532300
HASBRO INC - 1010.141 SHS3862036264
INGEDION INC - 200.855 SHS985012941
ISHARES BARCLAYS TIPS BOND - 503.1625988361089
ISHARES CORE TOTAL US BOND-1011 SHS108099112411
JOHNSON & JOHNSON - 1008.554 SHS7231070700
LIFE TECHNOLOGIES - 1000 SHS3869949030
LKQ CORP - 4000 SHS6422784400
MANHATTAN ASSOC - 500 SHS2285430170
MCDONALDS CORP - 504.255 SHS4369544480
MCGRAW-HILL - 500 SHS2289728874
MEDIFAST INC - 2000 SHS29232639
MEDTRONIC INC3464041544
PATRIOT STATE BANK - 14785 SHS117259134350
PFIZER INC - 1000 SHS2437025079
PHILIP MORRIS INTL - 1500 SHS105148126622
PRESTIGE BRANDS HOLDINGS - 100 SHS20102003
PROCTER GAMBLE CO - 1008.48 SHS6564068466
RANGE RESOURCES - 500.609 SHS2722931453
RESMED INC - 1000 SHS4024941570
SECURITY NATL FIN - 2000 SHS2217917560
SOLAR WINDS - 1000 SHS4358052450
SOUTHERN CO - 1011.235 SHS4637043291
SPRINT NEXTEL - 2000 SHS865011340
STRATASYS LTD - 2000 SHS146020160300
SPDR DOW JONES INSUSTRIAL - 500 SHS5829265851
SPDR TR - 500 SHS6110571594
TAIWAN SEMICONDUCTOR - 2000 SHS3424934320
TEXAS PAC - 502.298 SHS2609026838
THE FEMALE HEALTH - 13203.126 SHS7183994798
US SILICA HOLDINGS - 3093.751 SHS4714551758
VALMONT INDS INC - 100.172 SHS1287713678
VERIZON COM - 1000 SHS4514043270
WAL-MART - 1005.835 SHS7587768628
WHOLE FOODS MK - 102.345 SHS100449330
WILLIAMS PARTNERS - 500 SHS2508624330
YUM BRANDS INC - 1000 SHS125020133418
YANDEX NV - 1500 SHS3313032310

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
EXPENSES
CONTRACT SERVICES4062840628
INVESTMENT EXPENSE128128
OTHER TYPES OF EXPENSES3030

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (5 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
OTHER INC-ENERGY TRANS PTR K1-4744
OTHER INC-QR ENERGY LP K1-1604
OTHER INC-AMERIGAS K1-2160
OTHER INC-WILLIAMS PARTN K1-1014
OTHER INC-BROOKFIELD K1516

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOB BARKER COMPANY INCBusinessNameLine1
Business Name Line2BOB BARKER COMPANY INCBusinessNameLine2

US Address USAddress

FieldValueIRS element (for citing)
Address Line1134 N MAIN STAddressLine1
Address Line2134 N MAIN STREETAddressLine2
CityFUQUAY VARINACity
StateNCState
ZIP Code27526ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
FOREIGN TAX WITHELD ON DIV$392392
FEDERAL EXCISE TAX$237237