Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
BOB BARKER COMPANY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)134 NORTH MAIN   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FUQUAY VARINA, NC27526
A Employer identification number

20-1276455
B Telephone number (see instructions)

(919) 552-3431
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,405,549J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 688,550
2 Check bullet
3 Interest on savings and temporary cash investments 660 660  
4 Dividends and interest from securities...... 38,948 38,948  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 338,729
b Gross sales price for all assets on line 6a 6,036,447
7 Capital gain net income (from Part IV, line 2)... 338,729
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 567    
12 Total. Add lines 1 through 11........ 1,067,454 378,337  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,609 1,610    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 19,838     19,838
22 Printing and publications.......... 1,090     1,090
23 Other expenses (attach schedule)....... Click to see attachment 50,805 70   50,735
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,342 1,680   71,663
25 Contributions, gifts, grants paid........ 218,600 218,600
26 Total expenses and disbursements. Add lines 24 and 25 291,942 1,680   290,263
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 775,512
b Net investment income (if negative, enter -0-) 376,657
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 93,230 673,168 673,168
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet1,501
Less: allowance for doubtful accounts bullet   119 1,501 1,501
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........   287 287
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,643,620 Click to see attachment2,730,642 3,627,643
c Investments—corporate bonds (attach schedule)........   Click to see attachment106,883 102,950
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,736,969 3,512,481 4,405,549
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 2,736,969 3,512,481
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,736,969 3,512,481
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,736,969 3,512,481
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 2,736,969
2 Enter amount from Part I, line 27a..................... 2 775,512
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,512,481
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,512,481
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 3D SYSTEMS CORP (DDD)-3000 P 2012-04-02 2013-02-21
b AMER VANGUARD CORP (AVD)-1159 P 2012-03-06 2013-02-22
c BB&T CORP (BBT)-606 P 2012-11-21 2013-02-25
d CABOT OIL & GAS CORP CL A (COG)-1000 P 2013-07-25 2013-11-05
e DIAMONDBACK ENERGY INC (FANG)-518 P 2013-07-05 2013-12-06
FLEETCOR TECHNOLOGIES INC (FLT)-1500 P 2013-03-22 2013-06-21
HOMEAWAY INC (AWAY)-100 P 2013-04-11 2013-08-06
ISHARES TIPS BOND ETF (TIP)-1.189 P 2012-11-07 2013-05-02
MCDONALDS CORP (MCD)-3.745 P 2013-03-15 2013-09-03
NPS PHARMS INC (NPSP)-1000 P 2013-10-02 2013-10-21
ROCHE HLDG SP ADR (RHHBY)-1000 P 2013-11-27 2013-12-03
SECURITY NATIONAL FINANCIAL (SNFCA)- P 2012-12-20 2013-02-19
SPRINT NEXTEL CORP (S)-2000 P 2012-06-11 2013-02-25
TEXAS PAC LD TR SUB SH CTF (TPL)-0. P 2012-12-21 2013-06-25
VERIZON COMM (VZ)-10 P 2013-05-01 2013-09-03
WILLIAMS PARTNERS (WPZ)-416 P 2012-11-19 2013-06-13
ENERGY TRANSFER PARTNERS LP (ETP)-50 P 2011-11-30 2013-06-24
SPDR DOW JONES INDUSTRIAL A (DIA)-30 P 2011-10-14 2013-02-20
8X8 INC (EGHT)-2000 P 2012-11-14 2013-01-25
AMER VANGUARD CORP (AVD)-1400 P 2012-03-06 2013-02-22
BB&T CORP (BBT)-400 P 2012-11-21 2013-02-25
CABOT OIL & GAS CORP CL A (COG)-0.51 P 2013-08-23 2013-11-05
DIAMONDBACK ENERGY INC (FANG)-301 P 2013-07-05 2013-12-06
FOSSIL GROUP INC (FOSL)-500 P 2013-11-04 2013-12-03
ILLUMINA INC (ILMN)-100 P 2013-07-01 2013-09-03
ISHARES TIPS BOND ETF (TIP)-0.528 P 2013-01-02 2013-05-02
MCGRAW HILL FINANCIAL INC (MHFI)-5 P 2012-12-27 2013-09-03
ORGANOVO HOLDINGS INC (ONVO)-10000 P 2013-03-20 2013-04-05
SANCHEZ ENERGY CORP (SN)-100 P 2013-07-01 2013-07-22
SECURITY NATIONAL FINANCIAL (SNFCA)- P 2012-12-20 2013-02-19
STRATASYS LTD (SSYS)-1100 P 2012-07-16 2013-02-15
THORATEC CORP (THOR)-859 P 2013-04-02 2013-05-22
VERIZON COMM (VZ)-0.987 P 2013-08-01 2013-09-03
WILLIAMS PARTNERS (WPZ)-0.14 P 2013-05-10 2013-06-13
FEMALE HEALTH CO (FHCO)-300 P 2012-03-26 2013-08-05
SPDR DOW JONES INDUSTRIAL A (DIA)-20 P 2011-10-14 2013-02-20
ABBVIE INC (ABBV)-890 P 2013-02-05 2013-02-22
AMER VANGUARD CORP (AVD)-100 P 2012-12-21 2013-02-22
BB&T CORP (BBT)-0.521 P 2013-02-01 2013-02-25
CABOT OIL & GAS CORP CL A (COG)-0.58 P 2013-11-19 2013-11-20
DIEBOLD INC (DBD)-400 P 2013-02-08 2013-02-20
FRONTIER COMMUNICATIONS COR (FTR)-10 P 2013-12-18 2013-12-20
ILLUMINA INC (ILMN)-200 P 2013-07-01 2013-09-03
JAMBA INC (JMBA)-2000 P 2013-01-04 2013-04-05
MCGRAW HILL FINANCIAL INC (MHFI)-0 P 2013-06-12 2013-09-03
PAREXEL INTL CORP (PRXL)-3500 P 2013-01-08 2013-09-03
SANCHEZ ENERGY CORP (SN)-500 P 2013-07-01 2013-07-22
SECURITY NATIONAL FINANCIAL (SNFCA)- P 2012-12-20 2013-02-19
STRATASYS LTD (SSYS)-900 P 2012-08-30 2013-02-15
THORATEC CORP (THOR)-141 P 2013-04-02 2013-05-22
VIPSHOP HOLDINGS LTD ADS (VIPS)-1000 P 2013-06-04 2013-06-24
YANDEX NV (YNDX)-1500 P 2012-11-28 2013-02-22
FEMALE HEALTH CO (FHCO)-700 P 2012-03-26 2013-08-05
SPDR S&P 500 ETF TR (SPY)-500 P 2011-10-14 2013-02-25
ABBVIE INC (ABBV)-110 P 2013-02-05 2013-02-22
AMER VANGUARD CORP (AVD)-0.405 P 2012-12-21 2013-02-22
BIG 5 SPORTING GOODS INC (BGFV)-83 P 2013-05-02 2013-08-23
CASS INFORMATION SYS INC (CASS)-902 P 2012-11-12 2013-01-11
DIEBOLD INC (DBD)-600 P 2013-02-08 2013-02-20
GRAFTECH INTL (GTI)-3000 P 2012-12-17 2013-02-19
ILLUMINA INC (ILMN)-100 P 2013-07-01 2013-09-03
LIFELOCK INC (LOCK)-1000 P 2013-11-04 2013-12-20
MCGRAW HILL FINANCIAL INC (MHP)-28 P 2012-09-12 2013-02-05
PATRIOT STATE BANK (PTOK)-7811 P 2012-02-06 2013-01-22
SANCHEZ ENERGY CORP (SN)-1000 P 2013-07-01 2013-07-22
SECURITY NATIONAL FINANCIAL (SNFCA)- P 2012-12-20 2013-02-19
STRATASYS LTD (SSYS)-192 P 2013-03-05 2013-03-06
TRIPADVISOR INC (TRIP)-1000 P 2013-03-07 2013-08-30
VONAGE HOLDINGS CORP (VG)-2000 P 2013-10-10 2013-12-03
BROOKFIELD INFRASTRUCTURE (BIP)-7.59 P 2013-09-30 2013-12-20
INGREDION INC (INGR)-200 P 2011-11-02 2013-02-22
TEXAS PAC LD TR SUB SH CTF (TPL)-44 P 2012-04-17 2013-06-25
ACTAVIS INC (ACT)-1000 P 2013-09-04 2013-10-01
AMERIGAS PARTNERS LP (APU)-1038 P 2012-06-11 2013-02-25
BIG 5 SPORTING GOODS INC (BGFV)-917 P 2013-05-02 2013-08-23
CASS INFORMATION SYS INC (CASS)-202 P 2012-11-12 2013-01-11
DIGITALGLOBE INC (DGI)-2000 P 2013-03-05 2013-04-05
GRAND CANYON EDUCATION INC (LOPE)-10 P 2013-07-05 2013-09-04
ILLUMINA INC (ILMN)-600 P 2013-07-01 2013-09-03
LINKEDIN CORP (LNKD)-500 P 2013-05-03 2013-06-04
MEDIFAST INC (MED)-100 P 2012-11-07 2013-01-23
PETROLEO BRASILEIRO SA (PBR)-1000 P 2013-02-14 2013-02-22
SANCHEZ ENERGY CORP (SN)-400 P 2013-07-01 2013-07-22
SECURITY NATIONAL FINANCIAL (SNFCA)- P 2012-12-20 2013-02-19
STRATASYS LTD (SSYS)-200 P 2013-03-05 2013-03-06
TRIPADVISOR INC (TRIP)-3000 P 2013-03-19 2013-09-03
WAL-MART STORES INC (WMT)-305 P 2012-10-22 2013-01-08
BROOKFIELD INFRASTRUCTURE (BIP)-0.41 P 2013-09-30 2013-12-20
ISHARES CORE TOTAL US BOND (AGG)-10 P 2011-07-05 2013-02-25
TEXAS PAC LD TR SUB SH CTF (TPL)-58 P 2012-04-17 2013-06-25
AFLAC INC (AFL)-41 P 2012-09-04 2013-08-06
AMERIGAS PARTNERS LP (APU)-0.545 P 2013-02-19 2013-02-25
BIG 5 SPORTING GOODS INC (BGFV)-4 P 2013-06-14 2013-09-03
CASS INFORMATION SYS INC (CASS)-0.78 P 2012-12-14 2013-01-11
EAGLE MATERIALS INC (EXP)-999.24 P 2012-12-18 2013-04-05
GRAPHIC PACKAGING HOLDING C (GPK)-50 P 2012-11-19 2013-02-26
INSYS THERAPEUTICS INC (INSY)-2000 P 2013-09-11 2013-12-13
LIONS GATE ENTERTAINMENT CO (LGF)-50 P 2013-06-10 2013-06-13
MEMC ELECTR MATLS INC (WFR)-4000 P 2013-02-14 2013-03-26
PETROSONIC ENERGY INC (PSON)-10000 P 2013-04-04 2013-04-11
SANDRIDGE MISSISSIPPIAN TRU (SDR)-12 P 2013-05-13 2013-09-03
SECURITY NATIONAL FINANCIAL (SNFCA)- P 2012-12-20 2013-02-20
STRATASYS LTD (SSYS)-108 P 2013-03-05 2013-03-06
TWITTER INC (TWTR)-200 P 2013-11-07 2013-11-25
WAL-MART STORES INC (WMT)-700 P 2012-10-22 2013-01-08
BROOKFIELD INFRASTRUCTURE (BIP)-0.98 P 2013-09-30 2013-12-20
ISHARES TIPS BOND ETF (TIP)-500 P 2012-01-30 2013-05-02
AFLAC INC (AFL)-0.069 P 2013-06-03 2013-08-06
AQUA AMERICA INC (WTR)-1272 P 2012-09-07 2013-09-03
BIG 5 SPORTING GOODS INC (BGFV)-0.61 P 2013-06-14 2013-09-03
CLEAN ENERGY FUELS CORP (CLNE)-1000 P 2013-03-06 2013-04-05
EAGLE MATERIALS INC (EXP)-0.76 P 2013-01-23 2013-04-05
HAIN CELESTIAL GROUP (HAIN)-500 P 2013-10-28 2013-11-25
INTERNET INITIATIVE JAPAN I (IIJI)-2 P 2013-03-25 2013-08-06
LIONS GATE ENTERTAINMENT CO (LGF)-50 P 2013-06-10 2013-06-13
MERCADOLIBRE INC (MELI)-500 P 2013-08-05 2013-08-20
PHILIP MORRIS INTERNATIONAL (PM)-546 P 2012-10-11 2013-08-21
SANDRIDGE MISSISSIPPIAN TRU (SDR)-41 P 2013-05-13 2013-09-03
SOLARWINDS INC (SWI)-1000 P 2012-07-02 2013-05-01
STRATASYS LTD (SSYS)-1000 P 2013-03-26 2013-06-24
US SILICA HOLDINGS IN (SLCA)-200 P 2012-11-19 2013-08-30
WAL-MART STORES INC (WMT)-0.835 P 2012-12-27 2013-01-08
AFLAC INC (AFL)-300 P 2012-07-26 2013-08-06
LIFE TECHNOLOGIES CORP (LIFE)-400 P 2011-11-30 2013-02-20
AGNICO EAGLE MINES LTD (AEM)-501 P 2012-09-17 2013-01-25
AQUA AMERICA INC (WTR)-0.6603 P 2013-06-01 2013-09-03
BITAUTO HOLDINGS LTD (BITA)-300 P 2013-08-09 2013-09-03
COCA COLA CO (KO)-55 P 2012-12-17 2013-09-03
EAGLE MATERIALS INC (EXP)-0.76 P 2013-03-20 2013-04-05
HASBRO INC (HAS)-1010 P 2012-11-26 2013-02-26
INTERNET INITIATIVE JAPAN I (IIJI)-4 P 2013-07-08 2013-10-28
LIONS GATE ENTERTAINMENT CO (LGF)-10 P 2013-09-10 2013-11-04
MERITAGE CORP (MTH)-100 P 2013-03-18 2013-06-20
PROTO LABS INC (PRLB)-500 P 2013-04-11 2013-04-25
SANDRIDGE MISSISSIPPIAN TRU (SDR)-39 P 2013-05-13 2013-09-03
SOLARWINDS INC (SWI)-1000 P 2013-03-05 2013-05-02
SUNEDISON INC (SUNE)-5000 P 2013-06-14 2013-08-07
US SILICA HOLDINGS IN (SLCA)-800 P 2012-11-19 2013-08-30
WESCO AIRCRAFT HOLDINGS INC (WAIR)-1 P 2013-05-01 2013-08-06
AFLAC INC (AFL)-200 P 2012-07-26 2013-08-06
LIFE TECHNOLOGIES CORP (LIFE)-300 P 2011-11-30 2013-02-20
AGNICO EAGLE MINES LTD (AEM)-0.64 P 2012-12-17 2013-01-25
AQUA AMERICA INC (WTR)-0.641 P 2013-06-01 2013-09-04
BITAUTO HOLDINGS LTD (BITA)-400 P 2013-08-09 2013-09-03
COCA COLA CO (KO)-0.014 P 2013-07-01 2013-09-03
ENERGY TRANSFER PARTNERS LP (ETP)-56 P 2012-07-16 2013-06-24
HASBRO INC (HAS)-0.141 P 2012-12-28 2013-02-26
INTERNET INITIATIVE JAPAN I (IIJI)-0 P 2013-07-08 2013-10-28
LIVE NATION ENTERTAINMENT I (LYV)-30 P 2013-10-01 2013-11-15
MERITAGE CORP (MTH)-443 P 2013-03-18 2013-06-20
PVH CORP (PVH)-500 P 2013-06-17 2013-06-20
SANDRIDGE MISSISSIPPIAN TRU (SDR)-0. P 2013-08-29 2013-09-03
SONY CORP AMERN SH (SNE)-1000 P 2013-09-05 2013-10-10
SUNPOWER CORP (SPWR)-700 P 2013-02-19 2013-02-26
US SILICA HOLDINGS IN (SLCA)-400 P 2012-12-04 2013-09-04
WESCO AIRCRAFT HOLDINGS INC (WAIR)-8 P 2013-05-01 2013-08-06
AFLAC INC (AFL)-5 P 2012-07-26 2013-08-06
LIFE TECHNOLOGIES CORP (LIFE)-300 P 2011-11-30 2013-02-20
ALERIAN MLP ETF (AMLP)-1031 P 2012-08-08 2013-02-19
AVD FEB 16 2013 35.0 PUT-10 P 2013-01-25 2013-02-19
BITAUTO HOLDINGS LTD (BITA)-300 P 2013-08-09 2013-09-03
COLFAX CORP (CFX)-500 P 2013-11-14 2013-12-03
ENERGY TRANSFER PARTNERS LP (ETP)-0. P 2013-05-15 2013-06-24
HILLTOP HOLDINGS INC (HTH)-1000 P 2013-07-02 2013-08-08
IROBOT (IRBT)-1000 P 2013-02-08 2013-02-22
LIVE NATION ENTERTAINMENT I (LYV)-17 P 2013-10-01 2013-11-15
MERITAGE CORP (MTH)-326 P 2013-03-18 2013-06-20
QUESTCOR PHARMS INC (QCOR)-2007 P 2013-06-12 2013-10-21
SANDRIDGE MISSISSIPPIAN TRU (SDT)-65 P 2013-05-13 2013-08-14
SOUTHERN COMPANY (SO)-1011 P 2012-12-06 2013-02-25
SUNPOWER CORP (SPWR)-300 P 2013-02-19 2013-02-26
US SILICA HOLDINGS IN (SLCA)-1712 P 2012-12-04 2013-09-04
WESTLAKE CHEMICAL CORP (WLK)-500 P 2013-03-25 2013-04-05
AFLAC INC (AFL)-36 P 2012-07-26 2013-08-06
LKQ CORP OC COM (LKQ)-4000 P 2012-01-10 2013-04-05
ALERIAN MLP ETF (AMLP)-0.881 P 2013-02-14 2013-02-19
ARM HOLDINGS PLC (ARMH)-1000 P 2013-04-29 2013-06-11
BRISTOL-MYERS SQUIBB CO (BMY)-1026 P 2012-10-12 2013-09-04
COP MAY 18 2013 52.5 PUT-1000 P 2013-05-18 2013-05-20
EXONE CO/THE (XONE)-912 P 2013-02-08 2013-02-20
HOME LOAN SERVICING SOLUTIO (HLSS)-1 P 2013-07-10 2013-09-03
IROBOT (IRBT)-1000 P 2013-03-18 2013-07-24
LKQ CORP OC COM (LKQ)-1000 P 2013-03-20 2013-04-05
MERITAGE CORP (MTH)-2131 P 2013-03-18 2013-06-20
QUESTCOR PHARMS INC (QCOR)-0.843 P 2013-07-30 2013-10-21
SANDRIDGE MISSISSIPPIAN TRU (SDT)-34 P 2013-05-13 2013-08-14
SOUTHERN COMPANY (SO)-0.235 P 2012-12-06 2013-02-25
TAIWAN SEMICONDUCTOR MANUFA (TSM)-14 P 2012-12-12 2013-03-25
US SILICA HOLDINGS IN (SLCA)-0.533 P 2013-07-03 2013-09-04
WHOLE FOODS MARKET INC (WFM)-2 P 2012-10-09 2013-02-26
AFLAC INC (AFL)-200 P 2012-07-26 2013-08-06
MANHATTAN ASSOCS INC (MANH)-500 P 2011-12-05 2013-04-05
ALLEGHENY TECH INC (ATI)-1000 P 2013-04-04 2013-04-30
AXIS CAPITAL HLDGS LTD (AXS)-269 P 2013-06-18 2013-07-02
BRISTOL-MYERS SQUIBB CO (BMY)-0.542 P 2013-08-01 2013-09-04
CREE INC (CREE)-500 P 2013-03-26 2013-04-05
EXONE CO/THE (XONE)-88 P 2013-02-08 2013-02-20
HOME LOAN SERVICING SOLUTIO (HLSS)-1 P 2013-06-17 2013-09-03
ISHARES CORE TOTAL US BOND (AGG)-14 P 2013-02-07 2013-02-25
MANHATTAN ASSOCS INC (MANH)-500 P 2013-02-19 2013-04-05
NISKA GAS STORAGE PARTNERS (NKA)-26 P 2013-04-04 2013-06-13
RANDGOLD RESOURCES (GOLD)-500 P 2013-01-03 2013-01-18
SANDRIDGE MISSISSIPPIAN TRU (SDT)-47 P 2013-08-29 2013-09-03
SPDR DOW JONES INDUSTRIAL A (DIA)-6 P 2012-09-17 2013-02-20
TAIWAN SEMICONDUCTOR MANUFA (TSM)-60 P 2012-12-12 2013-03-25
VALMONT INDS INC (VMI)-100 P 2012-07-16 2013-02-25
WHOLE FOODS MARKET INC (WFM)-100 P 2012-09-10 2013-02-26
AFLAC INC (AFL)-759 P 2012-07-26 2013-08-06
MCGRAW HILL FINANCIAL INC (MHP)-20 P 2011-10-31 2013-02-05
ALLIANCE HOLDINGS GP LP (AHGP)-506 P 2013-05-01 2013-06-11
AXIS CAPITAL HLDGS LTD (AXS)-100 P 2013-06-18 2013-07-02
BROOKFIELD INFRASTRUCTURE (BIP)-41 P 2012-09-28 2013-09-03
CREE INC (CREE)-1000 P 2013-10-02 2013-10-28
EXXON MOBIL CORP (XOM)-500 P 2012-12-14 2013-02-22
HOME LOAN SERVICING SOLUTIO (HLSS)-0 P 2013-08-12 2013-09-03
ISHARES CORE TOTAL US BOND (AGG)-1. P 2012-09-10 2013-02-25
MARATHON PETROLEUM CORP (MPC)-750 P 2013-03-07 2013-04-05
NISKA GAS STORAGE PARTNERS (NKA)-10 P 2013-04-04 2013-06-13
RANGE RES CORP (RRC)-200 P 2012-06-04 2013-02-25
SANDRIDGE MISSISSIPPIAN TRU (SDT)-0. P 2013-08-29 2013-09-03
SPDR DOW JONES INDUSTRIAL A (DIA)-0. P 2013-02-11 2013-02-20
TEEKAY LNG PARTNERS LP (TGP)-250 P 2013-02-14 2013-02-26
VALMONT INDS INC (VMI)-0.331 P 2012-10-15 2013-02-25
WHOLE FOODS MARKET INC (WFM)-0.56 P 2012-12-21 2013-02-26
BROOKFIELD INFRASTRUCTURE (BIP)-641 P 2012-08-23 2013-09-03
MCGRAW HILL FINANCIAL INC (MHP)-30 P 2011-10-31 2013-02-05
ALLIANCE HOLDINGS GP LP (AHGP)-0.014 P 2013-05-20 2013-06-11
AXIS CAPITAL HLDGS LTD (AXS)-631 P 2013-06-18 2013-07-02
BROOKFIELD INFRASTRUCTURE (BIP)-0.84 P 2013-06-28 2013-09-03
D R HORTON INC (DHI)-2000 P 2013-04-09 2013-06-11
FACEBOOK INC CL A (FB)-500 P 2013-11-06 2013-11-25
HOMEAWAY INC (AWAY)-300 P 2013-02-27 2013-08-06
ISHARES CORE TOTAL US BOND (AGG)-0. P 2013-02-07 2013-02-25
MARKET VECTORS GOLD MINERS (GDX)-10 P 2013-03-25 2013-04-10
NISKA GAS STORAGE PARTNERS (NKA)-16 P 2013-04-04 2013-06-13
RANGE RES CORP (RRC)-300 P 2012-06-04 2013-02-25
SECURITY NATIONAL FINANCIAL (SNFCA)- P 2012-12-20 2013-02-19
SPDR S&P 500 ETF TR (SPY)-6 P 2012-10-31 2013-02-25
TESLA MOTORS INC (TSLA)-500 P 2013-07-25 2013-10-29
VERIZON COMM (VZ)-1011.599 P 2012-10-12 2013-08-27
WILLIAMS COS INC (WMB)-2000 P 2013-03-27 2013-06-13
BROOKFIELD INFRASTRUCTURE (BIP)-359 P 2012-08-23 2013-09-03
PATRIOT STATE BANK (PTOK)-14885 P 2011-09-09 2013-01-22
AMER VANGUARD CORP (AVD)-100 P 2012-03-06 2013-02-22
BANK OF AMERICA CORP (BAC)-2000 P 2013-03-20 2013-04-05
BRUKER CORP (BRKR)-2000 P 2012-12-11 2013-02-26
DIAMONDBACK ENERGY INC (FANG)-181 P 2013-07-05 2013-12-06
FACEBOOK INC CL A (FB)-500 P 2013-11-15 2013-12-03
HOMEAWAY INC (AWAY)-2600 P 2013-02-27 2013-08-06
ISHARES TIPS BOND ETF (TIP)-1.811 P 2012-12-07 2013-05-02
MCDONALDS CORP (MCD)-504.255 P 2012-11-26 2013-09-03
NISKA GAS STORAGE PARTNERS (NKA)-0. P 2013-05-23 2013-06-13
RANGE RES CORP (RRC)-0.609 P 2012-09-28 2013-02-25
SECURITY NATIONAL FINANCIAL (SNFCA)- P 2012-12-20 2013-02-19
SPDR S&P 500 ETF TR (SPY)-0.125 P 2013-01-31 2013-02-25
TEXAS PAC LD TR SUB SH CTF (TPL)-2 P 2012-12-21 2013-06-25
VERIZON COMM (VZ)-9.401 P 2013-05-01 2013-08-27
WILLIAMS PARTNERS (WPZ)-100 P 2012-11-19 2013-06-13
COCA COLA CO (KO)-2000 P 2012-07-27 2013-09-03
PHILIP MORRIS INTERNATIONAL (PM)-150 P 2011-03-29 2013-08-21
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 161,627   83,267 78,360
b 35,650   22,185 13,465
c 18,507   17,113 1,394
d 34,979   38,221 -3,242
e 24,278   18,658 5,620
122,733   118,848 3,885
3,030   3,296 -266
144   145 -1
353   353  
29,120   33,883 -4,763
69,039   69,940 -901
1,072   1,057 15
11,510   8,650 2,860
24   16 8
446   555 -109
20,238   18,987 1,251
22,995   21,879 1,116
41,947   34,632 7,315
13,990   12,870 1,120
43,095   39,314 3,781
12,220   11,311 909
18   20 -2
14,105   10,842 3,263
62,018   65,119 -3,101
7,641   7,614 27
64   65 -1
30,262   24,091 6,171
32,989   38,507 -5,518
2,317   2,359 -42
1,071   1,057 14
75,948   80,311 -4,363
26,962   32,109 -5,147
45   56 -11
7   7  
2,567   1,565 1,002
27,969   23,088 4,881
33,952   33,482 470
3,079   3,342 -263
16   16  
19   22 -3
11,822   12,000 -178
4,721   4,790 -69
15,300   15,229 71
5,410   4,770 640
37   34 3
163,825   130,852 32,973
11,635   11,790 -155
9,630   9,506 124
62,139   63,726 -1,587
4,426   5,263 -837
23,990   29,360 -5,370
34,474   33,130 1,344
6,006   3,810 2,196
75,228   60,715 14,513
4,197   4,138 59
12   12  
1,482   1,524 -42
37,449   35,473 1,976
17,748   18,000 -252
28,969   25,660 3,309
7,647   7,613 34
15,711   16,210 -499
1,228   1,228  
42,956   47,075 -4,119
23,270   23,581 -311
2,136   2,110 26
12,746   14,885 -2,139
73,770   50,660 23,110
6,410   7,170 -760
275   290 -15
13,054   9,798 3,256
33,763   22,953 10,810
144,000   138,144 5,856
45,049   38,342 6,707
16,506   16,836 -330
8,385   7,953 432
54,589   56,258 -1,669
35,869   34,830 1,039
45,869   45,669 200
81,569   91,863 -10,294
2,619   2,923 -304
15,240   16,150 -910
9,308   9,432 -124
3,204   3,164 40
13,277   14,391 -1,114
218,866   160,700 58,166
20,913   22,981 -2,068
15   16 -1
110,468   106,759 3,709
4,640   3,012 1,628
2,521   2,088 433
24   24  
58   87 -29
33   32 1
60,543   64,061 -3,518
35,689   31,815 3,874
69,989   74,809 -4,820
13,317   14,545 -1,228
17,230   20,210 -2,980
8,391   8,910 -519
17,058   15,191 1,867
927   1,054 -127
7,171   8,373 -1,202
7,850   9,444 -1,594
48,012   52,834 -4,822
37   38 -1
60,755   59,493 1,262
4   4  
31,472   26,026 5,446
10   13 -3
12,110   13,055 -945
46   46  
39,989   42,838 -2,849
31,991   32,389 -398
13,325   14,545 -1,220
60,149   65,257 -5,108
45,948   50,033 -4,085
5,410   4,992 418
46,100   43,580 2,520
78,989   83,068 -4,079
4,689   3,282 1,407
57   63 -6
18,446   12,345 6,101
23,510   15,479 8,031
22,910   25,927 -3,017
16   16  
4,149   4,320 -171
2,080   2,161 -81
46   58 -12
40,531   38,615 1,916
48   70 -22
34,590   37,667 -3,077
4,389   4,591 -202
23,085   26,630 -3,545
5,248   4,989 259
43,799   59,210 -15,411
34,989   41,509 -6,520
18,792   13,103 5,689
3,065   2,594 471
12,302   8,230 4,072
17,637   11,610 6,027
29   33 -4
16   16  
5,544   5,760 -216
1   1  
25,892   18,079 7,813
6   5 1
10   12 -2
5,319   5,683 -364
19,487   20,336 -849
59,992   62,509 -2,517
5   6 -1
19,421   21,130 -1,709
8,120   9,226 -1,106
9,270   5,900 3,370
16,627   14,035 2,592
308   206 102
17,631   11,610 6,021
17,682   15,919 1,763
1,432     1,432
4,158   4,320 -162
29,280   29,395 -115
7   7  
15,560   17,069 -1,509
21,140   20,380 760
30,193   32,205 -2,012
14,331   14,941 -610
125,054   90,576 34,478
8,604   8,990 -386
45,332   46,360 -1,028
3,480   3,954 -474
39,718   25,236 14,482
42,973   47,945 -4,972
2,214   1,481 733
84,070   64,227 19,843
15   15  
40,250   45,300 -5,050
42,723   34,114 8,609
692     692
23,246   25,910 -2,664
274   288 -14
33,880   24,260 9,620
21,018   21,000 18
93,656   97,189 -3,533
53   54 -1
4,510   4,335 175
10   10  
23,692   23,978 -286
12   11 1
168   183 -15
12,300   8,230 4,070
35,209   22,854 12,355
26,489   29,579 -3,090
12,288   12,551 -263
23   24 -1
24,789   27,104 -2,315
2,239   2,500 -261
22,800   24,410 -1,610
1,552   1,566 -14
35,209   35,010 199
3,568   3,946 -378
45,990   48,905 -2,915
576   637 -61
839   803 36
10,158   10,271 -113
15,361   12,856 2,505
8,389   9,827 -1,438
46,678   32,492 14,186
8,770   8,552 218
31,210   30,265 945
4,566   4,666 -100
1,447   1,484 -37
60,190   68,629 -8,439
44,509   44,050 459
3   3  
216   219 -3
61,699   66,744 -5,045
1,367   1,444 -77
14,308   10,876 3,432
4   4  
51   51  
9,565   10,497 -932
51   45 6
47   55 -8
22,617   22,857 -240
13,161   12,828 333
1   1  
28,868   29,442 -574
30   31 -1
44,711   49,316 -4,605
22,265   25,140 -2,875
9,085   8,860 225
3   3  
34,890   37,740 -2,850
23,064   24,751 -1,687
21,474   16,313 5,161
1,076   1,047 29
903   885 18
77,394   72,949 4,445
46,988   45,655 1,333
65,389   74,270 -8,881
12,674   12,830 -156
81,859   76,634 5,225
3,066   1,791 1,275
23,950   25,450 -1,500
34,969   30,550 4,419
8,486   6,520 1,966
23,425   24,674 -1,249
78,781   82,279 -3,498
220   223 -3
47,470   43,695 3,775
9   10 -1
44   40 4
3,233   3,183 50
19   19  
160   109 51
437   437  
4,855   5,104 -249
75,651   79,908 -4,257
126,231   103,873 22,358
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       78,360
b       13,465
c       1,394
d       -3,242
e       5,620
      3,885
      -266
      -1
       
      -4,763
      -901
      15
      2,860
      8
      -109
      1,251
      1,116
      7,315
      1,120
      3,781
      909
      -2
      3,263
      -3,101
      27
      -1
      6,171
      -5,518
      -42
      14
      -4,363
      -5,147
      -11
       
      1,002
      4,881
      470
      -263
       
      -3
      -178
      -69
      71
      640
      3
      32,973
      -155
      124
      -1,587
      -837
      -5,370
      1,344
      2,196
      14,513
      59
       
      -42
      1,976
      -252
      3,309
      34
      -499
       
      -4,119
      -311
      26
      -2,139
      23,110
      -760
      -15
      3,256
      10,810
      5,856
      6,707
      -330
      432
      -1,669
      1,039
      200
      -10,294
      -304
      -910
      -124
      40
      -1,114
      58,166
      -2,068
      -1
      3,709
      1,628
      433
       
      -29
      1
      -3,518
      3,874
      -4,820
      -1,228
      -2,980
      -519
      1,867
      -127
      -1,202
      -1,594
      -4,822
      -1
      1,262
       
      5,446
      -3
      -945
       
      -2,849
      -398
      -1,220
      -5,108
      -4,085
      418
      2,520
      -4,079
      1,407
      -6
      6,101
      8,031
      -3,017
       
      -171
      -81
      -12
      1,916
      -22
      -3,077
      -202
      -3,545
      259
      -15,411
      -6,520
      5,689
      471
      4,072
      6,027
      -4
       
      -216
       
      7,813
      1
      -2
      -364
      -849
      -2,517
      -1
      -1,709
      -1,106
      3,370
      2,592
      102
      6,021
      1,763
      1,432
      -162
      -115
       
      -1,509
      760
      -2,012
      -610
      34,478
      -386
      -1,028
      -474
      14,482
      -4,972
      733
      19,843
       
      -5,050
      8,609
      692
      -2,664
      -14
      9,620
      18
      -3,533
      -1
      175
       
      -286
      1
      -15
      4,070
      12,355
      -3,090
      -263
      -1
      -2,315
      -261
      -1,610
      -14
      199
      -378
      -2,915
      -61
      36
      -113
      2,505
      -1,438
      14,186
      218
      945
      -100
      -37
      -8,439
      459
       
      -3
      -5,045
      -77
      3,432
       
       
      -932
      6
      -8
      -240
      333
       
      -574
      -1
      -4,605
      -2,875
      225
       
      -2,850
      -1,687
      5,161
      29
      18
      4,445
      1,333
      -8,881
      -156
      5,225
      1,275
      -1,500
      4,419
      1,966
      -1,249
      -3,498
      -3
      3,775
      -1
      4
      50
       
      51
       
      -249
      -4,257
      22,358
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 338,729
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 182,019
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 144,759 2,726,668 0.053090
2011 152,596 2,373,767 0.064284
2010 116,095 1,103,062 0.105248
2009 476,087 230,364 2.066673
2008 13,600 142,535 0.095415
2 Total of line 1, column (d) ...................... 2 2.384710
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.476942
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,659,908
5 Multiply line 4 by line 3....................... 5 1,745,564
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,767
7 Add lines 5 and 6......................... 7 1,749,331
8 Enter qualifying distributions from Part XII, line 4.............. 8 290,263
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 7,533
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 7,533
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,533
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 700
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 700
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,833
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.Click to see attachment
    10
    Yes
     
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAN JOHNSON Telephone no.bullet (919) 552-3431
    Located atbullet134 N MAIN STREETFUQUAY VARINANC ZIP+4bullet27526
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ROBERT J BARKER JRClick to see attachment DIRECTOR
    3.25     		0 0 0
    134 N MAIN STREET
    FUQUAY VARINA,NC27526
    ROBERT J BARKERClick to see attachment DIRECTOR
    5.59     		0 0 0
    134 N MAIN STREET
    FUQUAYVARINA,NC27526
    PATRICIA M BARKERClick to see attachment DIRECTOR
    1.95     		0 0 0
    134 N MAIN STREET
    FUQUAYVARINA,NC27526
    NANCY B JOHNSClick to see attachment DIRECTOR
    1.03     		0 0 0
    134 N MAIN STREET
    FUGUAYVARINA,NC27526
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    182,995
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    7,533
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,533
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    175,462
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    175,462
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    175,462
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 175,462
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 6,611
    b From 2009....... 464,615
    c From 2010....... 61,237
    d From 2011....... 34,145
    e From 2012....... 9,099
    fTotal of lines 3a through e......... 575,707
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 290,263
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2013 distributable amount..... 175,462
    e Remaining amount distributed out of corpus 114,801
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 690,508
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		6,611
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		683,897
    10 Analysis of line 9:
    a Excess from 2009.... 464,615
    b Excess from 2010.... 61,237
    c Excess from 2011.... 34,145
    d Excess from 2012.... 9,099
    e Excess from 2013.... 114,801
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ROBERT J BARKER JR PRESIDENT
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BAPTIST CENTER FOR ETHICS
    BAPTIST CENTER FOR ETHICS
    P O BOX 150506
    P O BOX 150506
    NASHVILLE,TN37215     		NONE 501 3C PRODUCTION DOCUMENTARY ON PRISON MIN 50,000
    CAMPBELL UNIVERSITY
    CAMPBELL UNIVERISTY
    P O BOX 116
    P O BOX 116
    BUIES CREEK,NC27506     		NONE 501 3 C GENERAL OPERATIONS 25,000
    CHRISTIAN WOMENS JOB CORP
    CHRISTIAN WOMENS JOB CORP
    4105 POOLE RD
    4105 POOLE RD
    RALEIGH,NC27620     		NONE 501 3C GENERAL OPERATING 3,000
    CHRISTIAN LIBARY INTERNATIONAL
    CHRISTIAN LIBARY INTERNATIONAL
    3800 A HILCREST DRIVE
    3800 A HILCREST DRIVE
    RALEIGH,NC27610     		NONE 501 3 C GENERAL OPERATING 600
    COMMUNITY SUCCESS INITATIVE
    COMMUNITY SUCCESS INITATIVE
    P O BOX 61114
    P O BOX 61114
    RALEIGH,NC27661     		NONE 501 3C GENERAL OPERATING 10,000
    COMMUNITY SUCCESS INITATIVE
    COMMUNITY SUCCESS INITATIVE
    P O BOX 61114
    P O BOX 61114
    RALEIGH,NC27611     		NONE 501 3C GENERAL OPERATING 10,000
    INTERFAITH PRISON MINISTRY FOR WOME
    INTERFAITH PRISON MINISTRY FOR WOMEN
    112 S SALISBURY ST
    112 S SALISBURY ST
    RALEIGH,NC27601     		NONE 501 3C GENERAL OPERATING 10,000
    LIFE OF NC INC DBA STRIVE
    LIFE OF NC INC DBA STRIVE
    P O BOX 30733
    P O BOX 30733
    GREENVILLE,NC27833     		NONE 501 3C GENERAL OPERATING 20,000
    MOTHERS AND THEIR CHILDREN
    MOTHERS AND THEIR CHILDREN
    P O BOX 14469
    P O BOX 14469
    RALEIGH,NC276204469     		NONE 501 3 C GENERAL OPERATING 15,000
    PRESBYTERIAN PRISON MINISTRY INC
    PRESBYTERIAN PRISON MINISTRY INC
    112 S SALSBURY ST
    112 S SALISBURY ST
    RALEIGH,NC27601     		NONE 501 3 C CONSULTANT 5,000
    PRESBYTERIAN PRISON MINISTRY INC
    PRESBYTERIAN PRISION MINISTRY INC
    112 S SALISBURY ST
    112 S SALISBURY ST
    RALEIGH,NC27604     		NONE 501 3C GENERAL OPERATING 10,000
    PROJECT REENTRY
    PROJECT REENTRY
    2701 UNIVERSITY PKWY
    2701 UNIVERSITY PKWY
    WINSTONSALEM,NC27115     		NONE 501 3C GENERAL OPERATING 10,000
    REACHING OUT FROM WITHIN
    REACHING OUT FROM WITHIN
    137 WILLOW DRIVE
    137 WILLOW DRIVE
    KANSING,KS66043     		NONE 501 3C GENERAL OPERATING 10,000
    STEP UP MINISTRY
    STEP UP MINISTRY
    1701 OBERLIN RD
    1701 OBERLIN RD
    RALEIGH,NC27608     		NONE 501 3C FOR FORMER OFFENDERS 10,000
    YMCA OF THE TRIANGLE
    YMCA OF THE TRIANGLE
    801 CORPORATE DRIVE
    801 CORPORATE DRIVE
    RALEIGH,NC27607     		NON 501 3 C ALEXANDER CAMPAIGN 10,000
    YMCA OF THE TRIANGLE
    YMCA OF THE TRIANGLE
    801 CORPORTATE DRIVE
    801 CORPORATE DRIVE
    RALEIGH,NC27607     		NON 503 3 C KRAFT CAMPAIGN 20,000
    Total .................................bullet 3a 218,600
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 660  
    4 Dividends and interest from securities....     14 38,948  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 338,729  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER INC-ENERGY TRANS PTR 900099 -1,255      
    bOTHER INC-AMERIGAS K1 900099 631      
    cOTHER INC-WILLIAMS PARTN K1 900099 -987      
    dOTHER INC-BROOKFIELD K1 900099 1,296      
    eOTHER INC-ALLIANCE HOLDINGS 900099 -215      
    fOTHER INC-NISKA GAS STG K1 900099 54      
    gOTHER INC-SANDRIDGE MS TR I 900099 216      
    hOTHER INC-SANDRIDGE MS TR I 900099 827      
    12 Subtotal. Add columns (b), (d), and (e).. 567 378,337  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13378,904
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    BOB BARKER COMPANY FOUNDATION INC
     
    Employer identification number

    20-1276455
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    BOB BARKER COMPANY FOUNDATION INC
          		Employer identification number

    20-1276455
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    BOB BARKER INC  
    134 NORTH MAIN
     
    FUQUAY VARINA, NC27526

    		$688,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    BOB BARKER COMPANY FOUNDATION INC
          		Employer identification number

    20-1276455
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    BOB BARKER COMPANY FOUNDATION INC
          		Employer identification number

    20-1276455
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 CompensationExplanation
    Name:
    BOB BARKER COMPANY FOUNDATION INC
    EIN: 20-1276455
    Person Name Explanation
    ROBERT J BARKER JR  
    ROBERT J BARKER  
    PATRICIA M BARKER  
    NANCY B JOHNS  

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    BOB BARKER COMPANY FOUNDATION INC
    EIN: 20-1276455
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ADVANCED MICRO DEVICES NOTE 10,029 10,450
    CENVEO CORP SENIOR NOTE 50,646 49,250
    WALTER ENERGY INC SENIOR NOTE 46,208 43,250

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    BOB BARKER COMPANY FOUNDATION INC
    EIN: 20-1276455
    Name of Stock End of Year Book Value End of Year Fair Market Value
    8X8 INC - 2000 SHS    
    AFLAC INC - 1520.837 SHS    
    AGNICO EAGLE MINES LTD - 501-64 SHS    
    ALPS ETF TR - 1016.474 SHS    
    AMERICAN VANGUARD CORP - 1759.405 SH    
    AMERIGAS PARTNERS-LP - 1019.953 SHS    
    AQUA AMERICA INC - 1006.957 SHS    
    BRISTOL-MYERS SQUIBB - 1000 SHS    
    BROOKFIELD INFR PART - 1010.576 SHS    
    BRUKER CORP - 2000 SHS    
    CASS INFORMAITION SYSTEMS - 1104.782    
    COCA COLA - 2027.005 SHS    
    ENERGY TRANSFER PTRS - 500 SHS    
    EAGLE MATERIALS INC - 500 SHS    
    EXXON MOBIL - 500 SHS    
    GRAFTECH INTERNATIONAL - 3000 SHS    
    GRAPHIC PACKING CORP - 5000 SHS    
    HASBRO INC - 1010.141 SHS    
    INGEDION INC - 200.855 SHS    
    ISHARES BARCLAYS TIPS BOND - 503.162    
    ISHARES CORE TOTAL US BOND-1011 SHS    
    LIFE TECHNOLOGIES - 1000 SHS    
    LKQ CORP - 4000 SHS    
    MANHATTAN ASSOC - 500 SHS    
    MCGRAW-HILL - 500 SHS    
    MEDIFAST INC - 2000 SHS    
    PATRIOT STATE BANK - 14785 SHS    
    RANGE RESOURCES - 500.609 SHS    
    SECURITY NATL FIN - 2000 SHS    
    SOLAR WINDS - 1000 SHS    
    SOUTHERN CO - 1011.235 SHS    
    SPRINT NEXTEL - 2000 SHS    
    SPDR DOW JONES INSUSTRIAL - 500 SHS    
    SPDR TR - 500 SHS    
    TAIWAN SEMICONDUCTOR - 2000 SHS    
    TEXAS PAC - 502.298 SHS    
    US SILICA HOLDINGS - 3093.751 SHS    
    VALMONT INDS INC - 100.172 SHS    
    VERIZON COM - 1000 SHS    
    WAL-MART - 1005.835 SHS    
    WHOLE FOODS MK - 102.345 SHS    
    WILLIAMS PARTNERS - 500 SHS    
    3 D SYSTEMS CORP - 3500 SHS 154,299 325,255
    3M CO - 1035.509 SHS 95,389 145,230
    ACTIVIS PLC ORD - 1500SHS 216,669 252,000
    AK STL HLDS CORP 20000SHS 79,969 164,000
    ALTRA GROUP INC - 1000 SHS 34,774 40,395
    ARMANINO FOODS OF DISTINCTION - 5500 98,372 122,260
    BB&T CORPORATION - 2000 SHS 64,375 75,660
    CAPSTONE BK RALEIGH - 4500 SHS 54,745 74,250
    CHENIERE ENERGY INC - 3500 SHS 84,964 150,920
    FARO TECHNOLOGIES - 500 SHS 27,590 29,150
    GENTEX CORP - 1000SHS 32,020 32,980
    GRAND CANYON EDUCATION INC - 2000 SH 73,370 87,200
    INGREDION INC 1668 SHS 106 114
    JOHNSON & JOHNSON - 1008.554 SHS 74,953 95,186
    LAS VEGAS SANDS CORP - 1005.251 SHS 58,670 79,284
    MCDONALDS CORP - 504.255 SHS 828 797
    MEDIDATA SOLUTIONS - 2000 SHS 83,495 121,004
    MEDTRONIC INC 35,475 59,026
    MICROTECHNOLOGY - 1000 SHS 19,000 21,750
    NATURAL GROCERS BY VITAMIN COT - 200 78,966 84,900
    NU SKIN ENTERPRISES INC - 502.766 SH 31,525 69,492
    ON ASSIGNMENT INC - 2000 SHS 60,290 69,840
    PFIZER INC - 1000 SHS 25,342 31,667
    POWERSHARES - 1002.881 SHS 78,428 88,213
    PHILIP MORRIS INTL - 1500 SHS 1,800 1,743
    PRESTIGE BRANDS HOLDINGS - 100 SHS 23,440 35,800
    PROCTER GAMBLE CO - 1008.48 SHS 68,054 84,538
    QIWI PLC - 503.265 SHS 23,110 28,183
    RESMED INC - 1000 SHS 41,094 47,913
    STRATASYS LTD - 2000 SHS 121,270 134,700
    SPRINT AIRLINES - 1000 SHS 27,760 45,410
    SWIFT TRANSPORTATION COMPANY - 1000 17,210 22,210
    SYNAPTICS INC - 2000 SHS 88,948 103,620
    TAL EDUCATION GROUP - 500 SHS 9,360 10,995
    THE FEMALE HEALTH - 13203.126 SHS 76,727 115,814
    TRIP ADVISOR INC - 3200 SHS 251,613 265,056
    US STEEL COPR - 2003.758 SHS 43,430 59,111
    VANGUARD DRSP US CMALL CAP - 500 SHS 42,239 48,685
    WAGEWORKS INC - 2000 SHS 115,730 118,880
    YUM BRANDS INC - 1000 SHS 127,804 154,962
    YANDEX NV - 1500 SHS 87,439 129,450

    TY 2013 OtherExpensesSchedule
    Name:
    BOB BARKER COMPANY FOUNDATION INC
    EIN: 20-1276455
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    CONTRACT SERVICES 35,535     35,535
    SOFTWARE LICENSES 8,000     8,000
    BANK CHARGES 50 50    
    STAFF TRAINING 7,200     7,200
    INVESTMENT EXPENSE 20 20    


    TY 2013 OtherIncomeSchedule2
    Name:
    BOB BARKER COMPANY FOUNDATION INC
    EIN: 20-1276455
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INC-ENERGY TRANS PTR K1 -1,255    
    OTHER INC-AMERIGAS K1 631    
    OTHER INC-WILLIAMS PARTN K1 -987    
    OTHER INC-BROOKFIELD K1 1,296    
    OTHER INC-ALLIANCE HOLDINGS K -215    
    OTHER INC-NISKA GAS STG K1 54    
    OTHER INC-SANDRIDGE MS TR I K 216    
    OTHER INC-SANDRIDGE MS TR II 827    


    TY 2013 SubstantialContributorsSch
    Name:
    BOB BARKER COMPANY FOUNDATION INC
    EIN: 20-1276455
    Name Address
    BOB BARKER COMPANY INC
    BOB BARKER COMPANY INC     		134 N MAIN ST
    134 N MAIN STREET
    FUQUAY VARINA,NC27526


    TY 2013 TaxesSchedule
    Name:
    BOB BARKER COMPANY FOUNDATION INC
    EIN: 20-1276455
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHELD ON DIV 230 231    
    FEDERAL EXCISE TAX 1,379 1,379