BOB BARKER COMPANY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BOB BARKER COMPANY FOUNDATION INC (EIN 20-1276455)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201211359349102956
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T20:41:44-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROMEO WIGGINS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 IOWA LN STE 104 | AddressLine1 |
| City | CARY | City |
| State | NC | State |
| ZIP Code | 27511 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201276455 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOB BARKER COMPANY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOBB | NameControl |
| Phone | 9195523431 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 NORTH MAIN | AddressLine1 |
| City | FUQUAY VARINA | City |
| State | NC | State |
| ZIP Code | 27526 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT J BARKER JR | Name |
| Title | PRESIDENT | Title |
| Phone | 9195523431 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEOFFREY E WIGGINS | Name |
| Phone | 9194672050 | Phone |
| Date Prepared | 2012-05-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2510648 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 485000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 12258 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12258 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -200292 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4992144 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 84 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 296966 | TotalRevenueAndExpenses |
| Total Net Investment Income | 12342 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 499 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 499 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 686 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 20813 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 21998 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 499 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 152596 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 152596 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 174594 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 499 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 152596 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 122372 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11843 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 562660 | CashBOY |
| Cash EOY | 1283208 | CashEOY |
| Cash EOYFMV | 1283208 | CashEOYFMV |
| Accounts Receivable | 119 | AccountsReceivable |
| Accounts Receivable BOY | 6200 | AccountsReceivableBOY |
| Accounts Receivable EOY | 119 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 119 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 1782910 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1190815 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1227321 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2351770 | TotalAssetsBOY |
| Total Assets EOY | 2474142 | TotalAssetsEOY |
| Total Assets EOYFMV | 2510648 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2351770 | UnrestrictedBOY |
| Unrestricted EOY | 2474142 | UnrestrictedEOY |
| Total Net Assets BOY | 2351770 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2474142 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2351770 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2474142 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2351770 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 122372 | ExcessOfRevenueOverExpenses |
| Subtotal | 2474142 | Subtotal |
| Total Net Assets Fund Balances EOY | 2474142 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 84 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 116095 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1103062 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.105248 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 476087 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 230364 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 2.066673 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13600 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 142535 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.095415 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 19400 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 162139 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.119650 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 16566 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 106029 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.156240 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.543226 | TotalDistributionRatio |
| Average Distribution Ratio | 0.508645 | AverageDistributionRatio |
| Net Noncharitable Assets | 2373767 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1207405 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 118 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1207523 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 152596 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 237 | InvestmentIncomeExciseTax |
| Subtotal | 237 | Subtotal |
| Tax Based On Investment Income | 237 | TaxBasedOnInvestmentIncome |
| Tax Due | 237 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAN JOHNSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9195523431 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 N MAIN STREET | AddressLine1 |
| City | FUQUAY VARINA | City |
| State | NC | State |
| ZIP Code | 27526 | ZIPCode |
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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J BARKER JR | ||||||||
| 134 N MAIN STREET | FUQUAY VARINA | NC | 27526 | DIRECTOR | 3.25 | 0 | 0 | 0 |
| ROBERT J BARKER | ||||||||
| 134 N MAIN STREET | FUQUAYVARINA | NC | 27526 | DIRECTOR | 5.59 | 0 | 0 | 0 |
| PATRICIA M BARKER | ||||||||
| 134 N MAIN STREET | FUQUAYVARINA | NC | 27526 | DIRECTOR | 1.95 | 0 | 0 | 0 |
| NANCY B JOHNS | ||||||||
| 134 N MAIN STREET | FUGUAYVARINA | NC | 27526 | DIRECTOR | 1.03 | 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 | 1486863 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 922934 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 119 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2409916 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2409916 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36149 | CashDeemedCharitable |
| Net Noncharitable Assets | 2373767 | NetNoncharitableAssets |
| Minimum Investment Return | 118688 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 118688 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 237 | TaxBasedOnInvestmentIncome |
| Total Tax | 237 | TotalTax |
| Distributable Amount Before Adj | 118451 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 118451 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 118451 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 152596 | ExpensesAndContributions |
| Qualifying Distributions | 152596 | QualifyingDistributions |
| Adj Qualifying Distributions | 152596 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 118451 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 11298 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 11330 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6611 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 464615 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 61237 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 555091 | TotalExcessDistriCarryover |
| Qualifying Distributions | 152596 | QualifyingDistributions |
| Applied To Current Year | 118451 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34145 | RemainingDistriFromCorpus |
| Total Corpus | 589236 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 11298 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 577938 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 11330 | ExcessFromYear4 |
| Excess From Year3 | 6611 | ExcessFromYear3 |
| Excess From Year2 | 464615 | ExcessFromYear2 |
| Excess From Year1 | 61237 | ExcessFromYear1 |
| Excess From Current Year | 34145 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J BARKER JR PRESIDENT | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBERT J BARKER JR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 NORTH MAIN | AddressLine1 |
| City | FUQUAYVARINA | City |
| State | NC | State |
| ZIP Code | 27526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9195523431 | RecipientPhoneNumber |
| Form And Info And Materials | NO REQUIRED FORMAT FOR REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| ABUNDANT LIFE WORSHIP CENTER | |||||||||
| ABUNDANT LIFE WORSHIP CENTER | 1530 LANGDON RD | 1530 LANGDON RD | ANGIER | NC | 27501 | NONE | 501 C 3 | GENERAL | $2,391 |
| ANTIOCH HOLINESS CHURCH | |||||||||
| ANTIOCH HOLINESS CHURCH | 2659 RAILROAD STREET | 2659 RAILROAD ST | BELLATHUR | NC | 27811 | NONE | 501 C 3 | GENERAL | $3,160 |
| BAPTIST CENTER CHURCH INC | |||||||||
| BAPTIST CENTER CHURCH INC | 2163 RANCH ROAD | 2163 RANCH ROAD | CLAYTON | NC | 27520 | NONE | 501 C 3 | GENERAL | $5,000 |
| BETHEL COLONY OF MERCY | |||||||||
| BETHEL COLONY OF MERCY | 1675 BETHEL COLONY ROAD | 1675 BETHEL COLONY RD | LENOIR | NC | 28645 | NONE | 501 C 3 | GENERAL | $630 |
| BURCHETTE CHAPEL UNITED CHURCH OF C | |||||||||
| BURCHETTE CHAPEL UNITED CHURCH OF CHRIST | 148 BURCHETTE CHAPEL ROAD | 148 BURCHETTE CHAPEL RD | MANSON | NC | 27553 | NONE | 501 C 3 | GENERAL | $120 |
| CAMPBELL UNIVERSITY | |||||||||
| CAMPBELL UNIVERSITY | P O BOX 567 | P O BOX 567 | BUIES CREEK | NC | 27506 | NONE | 501 C 3 | GENERAL | $100 |
| CHRISTIAN LIBRARY INTERNATIONAL | |||||||||
| CHRISTIAN LIBRARY INTERNATIONAL | 3800A HILLCREST DRIVE | 3800A HILLCREST DR | RALEIGH | NC | 27610 | NONE | 501 C 3 | GENERAL | $2,800 |
| CROSS INTERNATIONAL CATHOLIC OUTREA | |||||||||
| CROSS INTERNATIONAL CATHOLIC OUTREACH | 2400 NEWTON ROAD | 2400 NEWTON RD | RALEIGH | NC | 27615 | NONE | 501 C 3 | GENERAL | $25 |
| DOGGETT CTR FOR CATHOLIC OUTREACH | |||||||||
| DOGGETT CENTER FOR CATHOLIC OUTREACH | 600 BILYEU STREET | 600 BILYEU ST | RALEIGH | NC | 27606 | NONE | 501 C 3 | GENERAL | $135 |
| FINCA | |||||||||
| FINCA | 1101 14TH STREET NW ELEVN | 1101 14TH ST NW ELEVEN | WASHINGTON | DC | 20005 | NONE | 501 C 3 | GENERAL | $25 |
| FV EMERGENCY FOOD BANK | |||||||||
| FV EMERGENCY FOOD BANK | 216 W ACADEMY STREET | 216 W ACADEMY ST | FUQUAY VARINA | NC | 27701 | NONE | 501 C 3 | GENERAL | $5,500 |
| FUQUAY-VARINIA UNITED METHODIST CHU | |||||||||
| FUQUAY-VARINA UNITED METHODIES CHURCH | 100 S JUDD PARKWAY SE | 100 S JUDD PARKWAY SE | FUQUAY VARINA | NC | 27526 | NONE | 501 C 3 | GENERAL | $1,050 |
| GOSPEL TABERNACLE | |||||||||
| GOSPEL TABERNACLE | 2105 WEST CUMBERLAND ST | 2105 WEST CUMBERLAND ST | DUNN | NC | 28334 | NONE | 501 C 3 | GENERAL | $1,789 |
| LIFESPRING COMMUNITY CHURCH | |||||||||
| LIFESPRING COMMUNITY CHURCH | PO BOX 1646 | P O BOX 1646 | FUQUAY VARINA | NC | 27526 | NONE | 501 C 3 | GENERAL | $1,955 |
| LILLINGTON PRESBYTERIAN CHURCH | |||||||||
| LILLINGTON PRESBYTERIAN CHURCH | PO BOX 245 1101 8TH STREE | P O BOX 245 | LILLINGTON | NC | 27546 | NONE | 501 C 3 | GENERAL | $1,421 |
| MARCH OF DIMES FOUNDATION | |||||||||
| MARCH OF DIMES FOUNDATION | 6504 FALLS OF NEUSE ROAD | 6504 FRALLS OF NEUSE RD | RALEIGH | NC | 27615 | NONE | 501 C 3 | GENERAL | $100 |
| MOTHERS AND THEIR CHILDREN | |||||||||
| MOTHERS AND THEIR CHILDREN | 1034 BRAGG STREET | 1034 BRAGG STREET | RALEIGH | NC | 27620 | NONE | 501 C 3 | GENERAL | $5,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||||
| MUSCULAR DYSTROPHY ASSOCIATION | 3716 NATIONAL DR STE 222 | 3716 NATIONAL DR STE 222 | RALEIGH | NC | 27612 | NONE | 501 C 3 | GENERAL | $50 |
| ROBERT J BARKER JR FOUNDATION INC | |||||||||
| ROBERT J BARKER JR FOUNDATION INC | 134 N MAIN STREET | 134 N MAIN STREET | FUQUAY VARINA | NC | 27526 | 501 C 3 | GENERAL | $66,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | 733 THIRD AVENUE | 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | 501 C 3 | GENERAL | $100 |
| NC MIRACLE REVIVAL CTR CHURCH | |||||||||
| NC MIRACLE RIVIVAL CENTER CHURCH | 224 SNEED LANE | 224 SNEED LANE | FUQUAY VARINA | NC | 27526 | NONE | 501 C 3 | GENERAL | $1,625 |
| NEW HORIZONS FELLOWSHIP | |||||||||
| NEW HORIZONS FELLOWSHIP | PO BOX 1445 | P O BOX 1445 | APEX | NC | 27502 | NONE | 501 C 3 | GENERAL | $9,244 |
| OUR SAVIOR LUTHERAN CHURCH | |||||||||
| OUR SAVIOUR LUTHERAN CHURCH | 1500 GLENWOOD AVE | 150 GLENWOOD AVE | RALEIGH | NC | 276082338 | NONE | 501 C 3 | GENERAL | $2,330 |
| PORTERS CHAPEL CHURCH | |||||||||
| PORTERS CHAPEL CHURCH | PO BOX 634 | P O BOX 634 | ERWIN | NC | 28339 | NONE | 501 C 3 | GENERAL | $3,451 |
| PRINCE CHAPEL CME CHURCH | |||||||||
| PRINCE CHAPEL CME CHURCH | 4471 CHRISTIAN CHAPEL CHU | 4471 CHRISTIAN CHAPEL CH | NEW HILL | NC | 27562 | NONE | 501 C 3 | GENERAL | $3,048 |
| RALEIGH NORTH CHRISTIAN CENTER | |||||||||
| RALEIGH NORTH CHRISTIAN CENTER | 6021 LOUISBURG ROAD | 6021 LOUISBURG RD | RALEIGH | NC | 27616 | NONE | 501 C 3 | GENERAL | $3,565 |
| RALEIGH RESCUE MISSION | |||||||||
| RALEIGH RESCUE MISSION | 1200 CORPORATION PARKWAY | 1200 CORPORATION PARWAY | RALEIGH | NC | 27610 | NONE | 501 C 3 | GENERAL | $56 |
| REDEEMED APOSTOLIC CHURCH OF CHRIST | |||||||||
| REDEEMED APOSTOLIC CHURCH OF CHRIST | 1480 PURFOY ROAD | 1480 PURFOY RD | FUQUAY VARINA | NC | 27526 | NONE | 501 C 3 | GENERAL | $2,000 |
| SOIL - SUSTAINABLE ORGANIC INTEGRAT | |||||||||
| SUSTAINABLE ORGANIC INTEGRATED LIFELIHOODS | 124 CHURCH ROAD | 124 CHURCH RD | SHERBURNE | NY | 13460 | NONE | 501 C 3 | GENERAL | $25 |
| SOUTHERN WAKE FAITH COMMUNITY IN AC | |||||||||
| SOUTHERN WAKE FAITH COMMUNITY IN ACTION | 605 BRIDGE STREET | 605 BRIDGE ST | FUQUAY VARINA | NC | 27526 | NONE | 501 C 3 | GENERAL | $6,000 |
| SHALOM CHRISTIAN COMMUNITY CENTER | |||||||||
| SHALOM CHRISTIAN COMMUNITY CENTER | 1113 SOUTH BLOODWORTH STR | 1113 S BLOODWORTH ST | RALEIGH | NC | 27601 | NONE | 501 C 3 | GENERAL | $2,735 |
| STOP HUNGER NOW | |||||||||
| STOP HUNGER NOW | 3200 WELLINGTON COURT | 3200 WELLINGTON COURT | RALEIGH | NC | 27615 | NONE | 501 C 3 | GENERAL | $50 |
| SUSAN G KOMEN FOR THE CURE | |||||||||
| SUSAN G KOMEN FOR THE CURE | 133 FAYETTEVILLE ST SUITE | 133 FAYETTEVILLE ST | RALEIGH | NC | 27601 | NONE | 501 C 3 | GENERAL | $330 |
| THE FISTULLA FOUNDATION | |||||||||
| THE FISTULLA FOUNDATION | 1900 THE ALAMEDA SUITE 50 | 1900 THE ALAMEDA SUITE 5 | SAN JOSE | CA | 95126 | NONE | 501 C 3 | GENERAL | $50 |
| THE SMILE TRAIN | |||||||||
| THE SMILE TRAIN | 41 MADISON AVE 28TH FLO | 41 MADISON AVE - 28TH FL | NEW YORK | NY | 10010 | 501 C 3 | GENERAL | $50 | |
| WARREN CHAPEL FWB CHURCH | |||||||||
| WARREN CHAPEL FWB CHURCH | 8190 FAYETTEVILLE HIGHWAY | 8190 FAYETTEVILLE HIGHWAY | GODWIN | NC | 28344 | NONE | 501 C 3 | GENERAL | $5,686 |
| YMCA OF THE TRIANGLE | |||||||||
| YMCA OF THE TRIANGLE | 801 CORPORATE CENTER DRIV | 801 CORPORATE CENTER DR | RALEIGH | NC | 276075073 | NONE | 501 C 3 | GENERAL | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 152596 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,258 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$200,292 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$188,034 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -188034 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | BOB BARKER INC | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 NORTH MAIN | AddressLine1 |
| City | FUQUAY VARINA | City |
| State | NC | State |
| ZIP Code | 27526 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 485000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| ROBERT J BARKER JR |
| ROBERT J BARKER |
| PATRICIA M BARKER |
| NANCY B JOHNS |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (98 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| ADTRAN INC-1500 | 2011-01 | PURCHASE | 2011-06 | 61224 | 58680 | 2544 |
| AIXTRON SE ADR-2000 | 2011-02 | PURCHASE | 2011-02 | 79984 | 88179 | -8195 |
| ALCOA INC-1000 | 2011-10 | PURCHASE | 2011-12 | 9231 | 11278 | -2047 |
| AMERIGROUP CORP-1000 | 2011-06 | PURCHASE | 2011-08 | 46387 | 69500 | -23113 |
| AMTECH SYS INC-1000 | 2011-02 | PURCHASE | 2011-02 | 22000 | 29060 | -7060 |
| ANCESTRY.COM INC-1000 | 2011-01 | PURCHASE | 2011-06 | 34352 | 30050 | 4302 |
| ARUBA NETWORKS INC-1000 | 2010-12 | PURCHASE | 2011-06 | 26743 | 21800 | 4943 |
| ATMEL CORP-1000 | 2011-04 | PURCHASE | 2011-06 | 13630 | 15120 | -1490 |
| BAIDU INC-1500 | 2010-12 | PURCHASE | 2011-09 | 185386 | 177251 | 8135 |
| BERKSHIRE HATHAWAY-1000 | 2011-03 | PURCHASE | 2011-05 | 78920 | 84159 | -5239 |
| BIOLASE TECHNOLOGY-2020 | 2011-08 | PURCHASE | 2011-12 | 5871 | 6753 | -882 |
| BLUE COAT SYSTEMS INC-1000 | 2010-12 | PURCHASE | 2011-01 | 27713 | 30250 | -2537 |
| CANON INC-1000 | 2011-04 | PURCHASE | 2011-06 | 46740 | 42690 | 4050 |
| CATERPILLAR INC-2000 | 2010-10 | PURCHASE | 2011-06 | 201191 | 166874 | 34317 |
| CATERPILLAR INC-1000 | 2011-06 | PURCHASE | 2011-09 | 86623 | 98654 | -12031 |
| CHECK POINT SOFTWARE-1500 | 2011-03 | PURCHASE | 2011-06 | 81437 | 69080 | 12357 |
| CIRRUS LOGIC INC-2000 | 2011-02 | PURCHASE | 2011-02 | 44024 | 50050 | -6026 |
| CLAYTON WILLIAMS ENERGY-233 | 2011-01 | PURCHASE | 2011-01 | 17784 | 20096 | -2312 |
| COFFEE HOLDING CO INC-1500 | 2011-06 | PURCHASE | 2011-09 | 20197 | 25200 | -5003 |
| COLFAX CORP-1000 | 2011-06 | PURCHASE | 2011-09 | 21011 | 23050 | -2039 |
| COMPANHIA DE BEBIDAS-1000 | 2011-09 | PURCHASE | 2011-09 | 30020 | 33555 | -3535 |
| CONCHO RESOURCES INC-800 | 2011-02 | PURCHASE | 2011-12 | 71862 | 78812 | -6950 |
| DECKERS OUTDOOR COM-1000 | 2011-01 | PURCHASE | 2011-06 | 81464 | 81445 | 19 |
| DIAMOND FOODS INC-500 | 2011-09 | PURCHASE | 2011-10 | 36616 | 46235 | -9619 |
| DICE HOLDINGS INC-2000 | 2010-12 | PURCHASE | 2011-06 | 26690 | 28782 | -2092 |
| DOVER CORP COM-1000 | 2011-06 | PURCHASE | 2011-08 | 59650 | 68028 | -8378 |
| EBIX INC COM-3500 | 2010-12 | PURCHASE | 2011-03 | 76071 | 84201 | -8130 |
| ENDEAVOUR SILVER-1000 | 2011-11 | PURCHASE | 2011-12 | 9661 | 11439 | -1778 |
| ENDO PHARMACEUTICALS-4000 | 2010-12 | PURCHASE | 2011-01 | 138728 | 148878 | -10150 |
| ENDOLOGIZ INC-4000 | 2010-12 | PURCHASE | 2011-01 | 26073 | 28260 | -2187 |
| EZCHIP SEMICONDUCTOR-2000 | 2011-02 | PURCHASE | 2011-03 | 59132 | 62018 | -2886 |
| EZCORP INC-1000 | 2011-06 | PURCHASE | 2011-09 | 31271 | 35330 | -4059 |
| FOCUS MEDIA HOLDINGS-1000 | 2011-04 | PURCHASE | 2011-06 | 28482 | 31449 | -2967 |
| FORTINET INC-3000 | 2011-05 | PURCHASE | 2011-08 | 56839 | 70545 | -13706 |
| FRIEDMAN INDS INC-1000 | 2011-05 | PURCHASE | 2011-05 | 9960 | 10610 | -650 |
| GARDNER DENVER-500 | 2011-12 | PURCHASE | 2011-12 | 37645 | 42350 | -4705 |
| GENTEX CORP-1000 | 2010-10 | PURCHASE | 2011-06 | 26171 | 19910 | 6261 |
| GT ADVANCED TECHNOLOGIES-3000 | 2011-05 | PURCHASE | 2011-09 | 32960 | 36316 | -3356 |
| HAIN CELESTIAL GROUP-1000 | 2011-01 | PURCHASE | 2011-06 | 32350 | 32623 | -273 |
| HERBALIFE LTD-1500 | 2010-10 | PURCHASE | 2011-01 | 84349 | 64730 | 19619 |
| ILLUMINA INC-1000 | 2011-09 | PURCHASE | 2011-09 | 43479 | 50039 | -6560 |
| INFORMATICA CORP-1000 | 2011-01 | PURCHASE | 2011-09 | 38630 | 53011 | -14381 |
| JAMMIN JAVA-15000 | 2011-02 | PURCHASE | 2011-09 | 9146 | 27280 | -18134 |
| JDA SOFTWARE GROUP-1000 | 2011-04 | PURCHASE | 2011-06 | 31152 | 33638 | -2486 |
| LULULEMON ATHLETTCA-500 | 2011-10 | PURCHASE | 2011-12 | 23125 | 28510 | -5385 |
| MAGIC SOFTWARE ENT-2000 | 2011-01 | PURCHASE | 2011-03 | 12852 | 15510 | -2658 |
| MAGNA INTL INC COM-2000 | 2010-12 | PURCHASE | 2011-02 | 111533 | 109433 | 2100 |
| MAJESCO ENTERTAINMENT CO COM-15000 | 2011-10 | PURCHASE | 2011-12 | 40149 | 50518 | -10369 |
| MERCADOLIBRE INC-1100 | 2010-12 | PURCHASE | 2011-02 | 79912 | 86795 | -6883 |
| MICROMET INC COM-2000 | 2011-01 | PURCHASE | 2011-01 | 14732 | 16610 | -1878 |
| MIPS TECHNOLOGIES INC-4000 | 2010-12 | PURCHASE | 2011-01 | 51991 | 55155 | -3164 |
| MITSUBISHI UFJ-5000 | 2011-04 | PURCHASE | 2011-06 | 22493 | 22959 | -466 |
| MULTICELL TECHNOLOGIES INC-300000 | 2011-05 | PURCHASE | 2011-09 | 1790 | 5650 | -3860 |
| NEOGEN CORP COM-1000 | 2010-11 | PURCHASE | 2011-01 | 35013 | 39285 | -4272 |
| NETAPP INC-2000 | 2011-01 | PURCHASE | 2011-01 | 104581 | 117350 | -12769 |
| NETEASE.COM INC-100 | 2011-09 | PURCHASE | 2011-09 | 4348 | 4883 | -535 |
| NETLOGIC MICROSYSTEMS INC-2000 | 2010-12 | PURCHASE | 2011-01 | 67412 | 66742 | 670 |
| NUSTAR ENERGY LP-500 | 2010-11 | PURCHASE | 2011-01 | 34544 | 33510 | 1034 |
| NXP SEMICONDUCTOR NV-1000 | 2011-06 | PURCHASE | 2011-06 | 25925 | 28230 | -2305 |
| OPEN TEXT CORP-500 | 2011-05 | PURCHASE | 2011-09 | 27680 | 30525 | -2845 |
| OPENTABLE INC-3000 | 2010-12 | PURCHASE | 2011-03 | 239101 | 220997 | 18104 |
| ORACLE CORP-1500 | 2010-12 | PURCHASE | 2011-09 | 40791 | 48474 | -7683 |
| OVERSEAS SHIPHOLDING GROUP-1000 | 2011-04 | PURCHASE | 2011-06 | 25501 | 28478 | -2977 |
| QUESTCOR PHARMACEUTICALS-4000 | 2011-01 | PURCHASE | 2011-02 | 56412 | 60220 | -3808 |
| RACKSPACE HOSTING INC-3000 | 2011-01 | PURCHASE | 2011-06 | 121284 | 97980 | 23304 |
| REPROS THERAPEUTICS INC-2000 | 2011-03 | PURCHASE | 2011-03 | 10030 | 12150 | -2120 |
| RETAIL OPPORTUNITY-2000 | 2011-04 | PURCHASE | 2011-06 | 21350 | 22580 | -1230 |
| RIVERBED TECHNOLOGY-8000 | 2010-10 | PURCHASE | 2011-01 | 254721 | 258568 | -3847 |
| RPC INC COM-4000 | 2010-10 | PURCHASE | 2011-01 | 65970 | 73669 | -7699 |
| SAUER-DANFOSS INC-300 | 2011-03 | PURCHASE | 2011-06 | 13661 | 13770 | -109 |
| SENSATA TECHNOLOGIES-1000 | 2011-03 | PURCHASE | 2011-09 | 29832 | 33810 | -3978 |
| SILICON MOTION TECH-1000 | 2011-05 | PURCHASE | 2011-06 | 10720 | 12290 | -1570 |
| SILVER WHEATON CORP-1000 | 2011-01 | PURCHASE | 2011-01 | 36609 | 39580 | -2971 |
| SKYWORKS SOLUTIONS INC-2000 | 2011-01 | PURCHASE | 2011-03 | 59271 | 60720 | -1449 |
| SOCIEDAD QUIMICA SERA SP-2500 | 2010-10 | PURCHASE | 2011-03 | 129888 | 142450 | -12562 |
| SOLAR WINDS-1000 | 2011-11 | PURCHASE | 2011-12 | 29314 | 32231 | -2917 |
| SYMANTEC CORP-3000 | 2010-10 | PURCHASE | 2011-06 | 52862 | 49279 | 3583 |
| TELECOM ARGENTIANA-2000 | 2010-12 | PURCHASE | 2011-02 | 47479 | 50369 | -2890 |
| TOYOTA MOTOR CORP-500 | 2011-04 | PURCHASE | 2011-08 | 35789 | 39570 | -3781 |
| TTM TECHNOLOGIES INC-1000 | 2011-05 | PURCHASE | 2011-06 | 13842 | 16770 | -2928 |
| ULTA SALON COSM & FRAG INC-1000 | 2011-07 | PURCHASE | 2011-09 | 56973 | 66876 | -9903 |
| UNIFIED SER TR DREMAN-1396.398 | 2010-10 | PURCHASE | 2011-09 | 22273 | 24899 | -2626 |
| UNIFIED SER TR DREMAN-581.058 | 2010-09 | PURCHASE | 2011-09 | 9268 | 10361 | -1093 |
| UNITED THERAPEUTICS CORP-1000 | 2011-02 | PURCHASE | 2011-06 | 59291 | 65920 | -6629 |
| VALE SA ADR-1000 | 2011-04 | PURCHASE | 2011-05 | 30991 | 34170 | -3179 |
| VANGUARD FUNDS MSCI-3000 | 2010-09 | PURCHASE | 2011-06 | 131748 | 132390 | -642 |
| VERIFONE SYSTEMS INC-2000 | 2010-12 | PURCHASE | 2011-06 | 85931 | 79160 | 6771 |
| VISTAPRINT-1000 | 2010-10 | PURCHASE | 2011-06 | 46339 | 37408 | 8931 |
| WALTER ENERGY INC-800 | 2010-12 | PURCHASE | 2011-02 | 93591 | 98215 | -4624 |
| WARNER CHILCOTT PLC-1000 | 2011-07 | PURCHASE | 2011-08 | 17030 | 22789 | -5759 |
| WEB.COM GROUP INC-2000 | 2011-03 | PURCHASE | 2011-05 | 24036 | 28812 | -4776 |
| WISDOMTREE JAPAN-500 | 2011-05 | PURCHASE | 2011-05 | 20435 | 21590 | -1155 |
| WORLD FUEL SERVICES-1000 | 2011-02 | PURCHASE | 2011-03 | 37592 | 39730 | -2138 |
| XILINX INC-1000 | 2010-11 | PURCHASE | 2011-06 | 33541 | 27010 | 6531 |
| YUM BRANDS INC-3000 | 2010-10 | PURCHASE | 2011-09 | 149581 | 148849 | 732 |
| ZAGG INC-3000 | 2011-05 | PURCHASE | 2011-09 | 28863 | 31379 | -2516 |
| RETAIL OPPORTUNITY INVST | 2011-04 | PURCHASE | 2011-06 | 58 | 58 | |
| AMERITRADE - 781-972796 OTHER | 2001-01 | PURCHASE | 2011-12 | 3163 | 3163 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (61 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUND - UNIFIED SER TR | ||
| AMERICAN EXPRESS - 1500 SHS | ||
| ARUBA NETWORKS - 1000 SHS | ||
| BAIDU INC - 1000 SHS | ||
| CATERPILLAR FIN SERV CORP - 43 | ||
| CHECK POINT SOFTWARE TECH - 1000 SHS | ||
| DECKERS OUTDOOR - 500 SHS | ||
| DICE HOLDINGS INC - 1000 SHS | ||
| EBIX INC - 2000 SHS | ||
| ENDRO PHARMACEUTICALS - 2000 SHS | ||
| GENTEX CORP - 1000 SHS | ||
| HERBALIFE LTD - 1000 SHS | ||
| MAGNA INTL INC - 1000 SHS | ||
| MESABI TR ROYALTY - 1000 SHS | ||
| MIPS TECHNOLOGIES - 4000 SHS | ||
| NEOGEN CORP - 1000 SHS | ||
| NETLOGIC MICROSYSTEMS INC - 1000 SHS | ||
| NUSTAR ENERGY - 500 SHS | ||
| OPENTABLE INC - 1000 SHS | ||
| ORACLE CORP - 1000 SHS | ||
| QUESTCOR PHARMACEUTICALS - 2000 SHS | ||
| RIVERBED TECHNOLOGY - 3000 SHS | ||
| RPC INC - 3000 SHS | ||
| SOCIEDAD QUIMICA SERA - 500 SHS | ||
| SYMANTEC CORP - 2000 SHS | ||
| TELECOM ARGENTIAN - 1000 SHS | ||
| VANGUARD FUNDS EMERGING MKTS - 2000 | ||
| VERIFONE SYSTEMS - 2000 SHS | ||
| VISTAPRINT NV - 1000 SHS | ||
| WALTER ENERGY INC - 500 SHS | ||
| XILINX INC - 1000 SHS | ||
| ALEXION PHARMACEAUTICALS - 1000 SHS | 67270 | 71500 |
| BB&T CORPORATION - 2000 SHS | 43419 | 50340 |
| BIOLASE TECHNOLOGY INC - 1 SHS | 2 | 3 |
| CORN PRODUCTS INTL - 200 SHS | 9798 | 10518 |
| COVIDIEN PLC - 1000 SHS | 43909 | 45010 |
| ENERGY TRANSFER PTRS - 500 SHS | 21879 | 22925 |
| ENDOLOGIX INC - 3000 SHS | 28150 | 34440 |
| HEALTHSTREAM INC - 2000 SHS | 38310 | 36900 |
| ISHARES BARCLAYS AGG - 1000 SHS | 106759 | 110250 |
| JAZZ PHARMACEUTICALS - 1000 SHS | 31384 | 38630 |
| LIFE TECHNOLOGIES - 1000 SHS | 38699 | 38910 |
| MANHATTAN ASSOC - 500 SHS | 22854 | 20240 |
| MCGRAW-HILL - 500 SHS | 21380 | 22485 |
| MEDIFAST INC - 2000 SHS | 27709 | 27440 |
| MEDTRONIC INC | 34119 | 38250 |
| MERCADOLIBRE INC - 500 SHS | 26197 | 23682 |
| NORTHERN OIL & GAS - 1000 SHS | 23290 | 23980 |
| NTT DOCOMO - 1000 SHS | 17620 | 18350 |
| PATRIOT STATE BANK - 14785 SHS | 77459 | 66533 |
| PHILIP MORRIS INTL - 1500 SHS | 103873 | 117720 |
| POWERSHARES - 1000 SHS | 57640 | 55830 |
| REALPAGE INC - 1000 SHS | 26390 | 25270 |
| QR ENERGY LP - 1000 SHS | 19690 | 20160 |
| SILICON MOTION TECH - 2000 SHS | 39210 | 40960 |
| SPDR DOW JONES INSUSTRIAL - 500 SHS | 57720 | 60925 |
| SPDR TR - 500 SHS | 60715 | 62750 |
| TEMPLETON DRAGON FUND - 100 SHS | 2477 | 2545 |
| TRACTOR SUPPLY - 500 SHS | 37510 | 35075 |
| VALEANT PHARMACEUTICALS - 1000 SHS | 46960 | 46690 |
| YUM BRANDS INC - 1000 SHS | 58423 | 59010 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| CONTRACT SERVICES | 20580 |
| RESOURCE MATERIAL | 233 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOB BARKER COMPANY INC | BusinessNameLine1 |
| Business Name Line2 | BOB BARKER COMPANY INC | BusinessNameLine2 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 N MAIN ST | AddressLine1 |
| Address Line2 | 134 N MAIN STREET | AddressLine2 |
| City | FUQUAY VARINA | City |
| State | NC | State |
| ZIP Code | 27526 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX WITHHELD ON DIVIDEND | $204 | 204 |
| FEDERAL EXCISE TAX | $295 | 295 |