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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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$5,077,686
J 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).............. 998,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 11,000 11,000  
4 Dividends and interest from securities...... 51,953 51,953  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 361,721
b Gross sales price for all assets on line 6a 6,076,244
7 Capital gain net income (from Part IV, line 2)... 361,721
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)....... -6,748    
12 Total. Add lines 1 through 11........ 1,415,926 424,674  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 31,419     31,419
15 Pension plans, employee benefits....... 2,244     2,244
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 14,625 14,625    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,974     7,974
22 Printing and publications.......... 1,980     1,980
23 Other expenses (attach schedule)....... 6,643 56   6,587
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 64,885 14,681   50,204
25 Contributions, gifts, grants paid........ 387,955 387,955
26 Total expenses and disbursements. Add lines 24 and 25 452,840 14,681   438,159
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 963,086
b Net investment income (if negative, enter -0-) 409,993
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 673,168 341,440 341,440
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet2,372
Less: allowance for doubtful accounts bullet   1,501 2,372 2,372
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........... 287 257 257
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,730,642 Click to see attachment4,025,331 4,668,117
c Investments—corporate bonds (attach schedule)........ 106,883 Click to see attachment106,883 65,500
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) 3,512,481 4,476,283 5,077,686
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)   Click to see attachment716
23 Total liabilities (add lines 17 through 22)..........   716
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 3,512,481 4,475,567
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 instructions)...... 3,512,481 4,475,567
31 Total liabilities and net assets/fund balances (see instructions).. 3,512,481 4,476,283
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 3,512,481
2 Enter amount from Part I, line 27a..................... 2 963,086
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 4,475,567
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 4,475,567
Form 990-PF (2014)
Form 990-PF (2014)
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 ACTAVIS PLC-W/I (ACT)-500 P 2013-10-02 2014-03-10
b ANTERO RESOURCES CORPORATIO (AR)-500 P 2014-03-26 2014-04-08
c CENTURY ALUM CO (CENX)-1000 P 2014-11-26 2014-12-01
d ENDURANCE INTERNATIONAL GRO (EIGI)-1 P 2014-11-24 2014-12-15
e MARKET VECTORS GOLD MINERS (GDX)-10 P 2014-08-12 2014-09-19
HUNTSMAN CORP (HUN)-1000 P 2014-05-30 2014-10-09
LIFELOCK INC (LOCK)-677 P 2014-02-20 2014-03-28
MONSANTO CO NEW (MON)-1 P 2014-07-25 2014-07-29
NU SKIN ENTPR INC CL A (NUS)-0.781 P 2013-12-04 2014-08-26
RESMED INC (RMD)-12 P 2013-03-19 2014-01-24
SANCHEZ ENERGY CORP (SN)-2600 P 2014-05-29 2014-09-09
TRIPADVISOR INC (TRIP)-3200 P 2013-09-20 2014-05-16
YANDEX NV (YNDX)-1100 P 2013-03-07 2014-01-29
THE FEMALE HEALTH COMPANY (FHCO)-209 P 2012-10-11 2014-02-10
MEDTRONIC INC (MDT)-1012.763 P 2011-09-06 2014-03-14
TARGA RESOURCES PARTNERS LP (NGLS)-1 P 2014-04-04 2014-10-14
ACTAVIS PLC-W/I (ACT)-100 P 2013-10-01 2014-03-24
ARRIS GROUP (ARRS)-1000 P 2014-05-23 2014-09-09
CONTINENTAL RESOURCES INC (CLR)-1000 P 2014-09-29 2014-10-03
FARO TECH INC (FARO)-50 P 2013-11-27 2014-01-27
GILEAD SCIENCES INC (GILD)-300 P 2014-05-27 2014-11-13
HUNTSMAN CORP (HUN)-0.302 P 2014-09-30 2014-10-09
GRAND CANYON EDUCATION INC (LOPE)-10 P 2013-09-11 2014-04-21
MONSANTO CO NEW (MON)-400 P 2014-05-23 2014-07-29
NAVIGATOR HOLDINGS (NVGS)-300 P 2014-06-10 2014-07-29
RESMED INC (RMD)-5 P 2013-09-17 2014-02-13
SENOMYX INC (SNMX)-1000 P 2014-03-13 2014-03-24
TRIMBLE NAV LTD (TRMB)-1000 P 2014-05-05 2014-05-07
YANDEX NV (YNDX)-698 P 2013-05-29 2014-01-29
THE FEMALE HEALTH COMPANY (FHCO)-0.9 P 2014-02-05 2014-02-10
PRESTIGE BRANDS HOLDINGS (PBH)-100 P 2012-11-07 2014-02-06
ACTAVIS PLC-W/I (ACT)-313 P 2013-10-01 2014-03-24
ON ASSIGNMENT INC (ASGN)-119 P 2013-07-02 2014-02-10
SPANSION INC CL A (CODE)-1000 P 2014-06-09 2014-08-11
FARO TECH INC (FARO)-450 P 2013-11-27 2014-01-27
GILEAD SCIENCES INC (GILD)-300 P 2014-05-27 2014-11-13
INGREDION INC (INGR)-0.028 P 2013-04-25 2014-02-05
GRAND CANYON EDUCATION INC (LOPE)-10 P 2013-09-11 2014-08-20
MONSANTO CO NEW (MON)-0.488 P 2014-07-25 2014-07-29
NAVIGATOR HOLDINGS (NVGS)-700 P 2014-06-10 2014-07-29
RESMED INC (RMD)-0.683 P 2013-12-18 2014-02-13
SOCIEDAD QUIMICA Y MINERA D (SQM)-27 P 2014-05-20 2014-07-30
TRINITY INDS INC (TRN)-3000 P 2014-05-05 2014-10-24
YANDEX NV (YNDX)-1202 P 2013-05-29 2014-01-29
THE FEMALE HEALTH COMPANY (FHCO)-109 P 2014-03-10 2014-05-09
PFIZER INC (PFE)-1008.564 P 2012-11-21 2014-03-14
ACTAVIS PLC-W/I (ACT)-587 P 2013-10-01 2014-03-24
ON ASSIGNMENT INC (ASGN)-500 P 2013-07-02 2014-02-10
CREE INC (CREE)-1000 P 2014-01-22 2014-02-10
FACEBOOK INC CL A (FB)-2000 P 2014-01-30 2014-05-07
GILEAD SCIENCES INC (GILD)-400 P 2014-08-15 2014-11-13
INTERNATIONAL STEM CELL COR (ISCO)-1 P 2014-08-11 2014-08-26
GRAND CANYON EDUCATION INC (LOPE)-10 P 2013-09-11 2014-08-20
MATRIX SVC CO (MTRX)-1000 P 2014-06-10 2014-07-28
PRESTIGE BRANDS HOLDINGS (PBH)-900 P 2013-02-22 2014-02-06
RANGE RES CORP (RRC)-500 P 2014-04-08 2014-08-11
SOCIEDAD QUIMICA Y MINERA D (SQM)-10 P 2014-03-03 2014-07-30
TRINITY INDS INC (TRN)-6 P 2014-07-31 2014-10-24
YANDEX NV (YNDX)-1000 P 2014-04-07 2014-05-07
THE FEMALE HEALTH COMPANY (FHCO)-99. P 2014-03-10 2014-05-09
RESMED INC (RMD)-200 P 2012-11-26 2014-01-24
AETNA INC (AET)-400 P 2014-05-27 2014-10-28
ON ASSIGNMENT INC (ASGN)-1381 P 2013-07-02 2014-02-10
CVS HEALTH CORP (CVS)-1000 P 2014-03-03 2014-04-08
THE FEMALE HEALTH COMPANY (FHCO)-132 P 2014-02-05 2014-02-10
GILEAD SCIENCES INC (GILD)-500 P 2014-10-24 2014-11-13
INTERNATIONAL STEM CELL COR (ISCO)-8 P 2014-08-11 2014-09-12
GRAND CANYON EDUCATION INC (LOPE)-17 P 2013-09-11 2014-08-20
MINERALS TECH INC (MTX) -200 P 2014-10-28 2014-12-15
PACIRA PHARMACEUTICALS INC (PCRX)-50 P 2014-06-09 2014-10-30
RANGE RES CORP (RRC)-0.234 P 2014-06-30 2014-08-11
SOCIEDAD QUIMICA Y MINERA D (SQM)-0. P 2014-07-28 2014-07-30
TRINITY INDS INC (TRN)-0.927 P 2014-07-31 2014-10-24
BB&T CORP (BBT)-1006.969 P 2013-04-24 2014-07-30
THE FEMALE HEALTH COMPANY (FHCO)-0.1 P 2014-05-07 2014-05-09
RESMED INC (RMD)-100 P 2012-11-26 2014-01-24
AETNA INC (AET)-300 P 2014-05-27 2014-10-28
ATOSSA GENETICS INC (ATOS)-5000 P 2014-12-26 2014-12-30
3D SYSTEMS CORP (DDD)-1000 P 2013-03-25 2014-01-16
THE FEMALE HEALTH COMPANY (FHCO)-131 P 2013-05-08 2014-02-10
GENTEX CORP (GNTX)-8 P 2014-01-17 2014-05-07
KINDER MORGAN INC (KMI)-500 P 2014-08-25 2014-10-14
LAS VEGAS SANDS CORP (LVS)-1015 P 2013-09-04 2014-05-07
MINERALS TECH INC (MTX)-0.153 P 2014-12-11 2014-12-15
PFIZER INC (PFE)-25.561 P 2013-06-04 2014-03-14
RETAILMENOT INC (SALE)-800 P 2014-02-13 2014-03-28
SEMPRA ENERGY (SRE)-403 P 2014-07-15 2014-07-30
MARKET VECTORS VIETNAM ETF (VNM)-100 P 2014-02-19 2014-02-20
THE FEMALE HEALTH COMPANY (FHCO)-203 P 2012-03-26 2014-02-10
INGREDION INC (INGR)-0.145 P 2013-01-25 2014-02-05
RESMED INC (RMD)-100 P 2012-11-26 2014-01-24
AETNA INC (AET)-302 P 2014-06-12 2014-10-28
BB&T CORP (BBT)-3058.031 P 2013-09-03 2014-07-30
3D SYSTEMS CORP (DDD)-108 P 2013-06-14 2014-01-27
THE FEMALE HEALTH COMPANY (FHCO)-801 P 2014-03-10 2014-05-09
GENTEX CORP (GNTX)-1000 P 2013-12-16 2014-05-07
KAPSTONE PAPER AND PACKAGIN (KS)-200 P 2014-02-10 2014-10-14
LAS VEGAS SANDS CORP (LVS)-0.778 P 2014-03-31 2014-05-07
MICRON TECHNOLOGY INC (MU)-800 P 2013-11-14 2014-03-14
PFIZER INC (PFE)-7.875 P 2013-12-03 2014-03-14
RETAILMENOT INC (SALE)-200 P 2014-02-13 2014-03-28
SEMPRA ENERGY (SRE)-100 P 2014-06-25 2014-07-30
WAGEWORKS INC (WAGE)-451 P 2013-11-07 2014-02-10
THE FEMALE HEALTH COMPANY (FHCO)-821 P 2012-03-26 2014-02-10
INGREDION INC (INGR)-0.855 P 2012-10-25 2014-02-05
RESMED INC (RMD)-600 P 2012-11-26 2014-01-24
AETNA INC (AET)-0.671 P 2014-07-25 2014-10-28
BB&T CORP (BBT)-0.022 P 2014-06-02 2014-07-30
3D SYSTEMS CORP (DDD)-1502 P 2013-06-14 2014-01-27
FIVE BELOW (FIVE)-1000 P 2014-10-15 2014-10-28
GENTEX CORP (GNTX)-0.902 P 2014-04-21 2014-05-07
SPRINGLEAF HOLDINGS INC (LEAF)-100 P 2014-03-03 2014-03-14
MCDONALDS CORP (MCD)-507.855 P 2013-12-16 2014-12-15
MICRON TECHNOLOGY INC (MU)-100 P 2013-11-14 2014-03-14
PFIZER INC (PFE)-0.039 P 2014-03-04 2014-03-14
SPIRIT AIRLINES INC (SAVE)-500 P 2014-06-05 2014-10-06
SEMPRA ENERGY (SRE)-0.229 P 2014-07-15 2014-07-30
WAGEWORKS INC (WAGE)-1549 P 2013-11-07 2014-02-10
THE FEMALE HEALTH COMPANY (FHCO)-103 P 2012-03-26 2014-02-10
INGREDION INC (INGR)-0.651 P 2013-01-25 2014-02-05
SPIRIT AIRLINES INC (SAVE)-100 P 2013-05-02 2014-10-06
AKORN INC (AKRX)-500 P 2014-10-22 2014-11-06
BOULDER BRANDS INC (BDBD)-1000 P 2014-04-11 2014-05-07
3D SYSTEMS CORP (DDD)-890 P 2013-09-11 2014-01-27
FIVE BELOW (FIVE)-47 P 2014-11-20 2014-12-08
GENWORTH FINANCIAL INC (GNW)-100 P 2014-04-07 2014-07-29
SPRINGLEAF HOLDINGS INC (LEAF)-200 P 2014-03-03 2014-03-14
MCDONALDS CORP (MCD)-0.789 P 2014-09-16 2014-12-15
MICRON TECHNOLOGY INC (MU)-100 P 2013-11-14 2014-03-14
PHILIP MORRIS INTERNATIONAL (PM)-19. P 2013-07-12 2014-01-29
SPIRIT AIRLINES INC (SAVE)-400 P 2014-06-05 2014-10-06
STRATASYS LTD (SSYS)-1000 P 2013-11-05 2014-03-28
WABASH NATL CORP (WNC)-1084 P 2014-01-08 2014-10-09
THE FEMALE HEALTH COMPANY (FHCO)-931 P 2012-03-26 2014-02-10
CHENIERE ENERGY INC (LNG)-100 P 2013-01-24 2014-05-07
SPIRIT AIRLINES INC (SAVE)-700 P 2013-05-02 2014-10-06
AKORN INC (AKRX)-500 P 2014-10-22 2014-11-06
BITAUTO HOLDINGS LTD (BITA)-300 P 2014-08-12 2014-12-12
3D SYSTEMS CORP (DDD)-500 P 2014-01-31 2014-03-10
FIVE BELOW (FIVE)-653 P 2014-11-20 2014-12-08
GENWORTH FINANCIAL INC (GNW)-900 P 2014-04-07 2014-07-29
SPRINGLEAF HOLDINGS INC (LEAF)-700 P 2014-03-03 2014-03-14
MEDIDATA SOLUTIONS INC (MDSO)-1450 P 2013-06-27 2014-03-14
NATURAL GROCERS BY VITAMIN (NGVC)-4 P 2013-09-30 2014-01-29
PHILIP MORRIS INTERNATIONAL (PM)-0.4 P 2013-04-12 2014-01-29
SPIRIT AIRLINES INC (SAVE)-100 P 2014-06-05 2014-10-06
SWIFT TRANSPORTATION CO (SWFT)-500 P 2014-06-10 2014-09-23
WABASH NATL CORP (WNC)-916 P 2014-06-24 2014-10-09
THE FEMALE HEALTH COMPANY (FHCO)-100 P 2012-03-26 2014-02-10
CHENIERE ENERGY INC (LNG)-1000 P 2013-01-24 2014-10-03
SPIRIT AIRLINES INC (SAVE)-200 P 2013-05-02 2014-10-06
AK STL HLDG CORP (AKS)-1602 P 2013-09-09 2014-02-10
CAVIUM INC (CAVM)-1000 P 2014-08-20 2014-10-01
3D SYSTEMS CORP (DDD)-100 P 2014-09-30 2014-10-03
FIVE BELOW (FIVE)-300 P 2014-11-20 2014-12-08
GOPRO INC (GPRO)-1000 P 2014-11-18 2014-12-11
LITHIUM EXPLORATION GROUP I (LEXG)-1 P 2014-03-03 2014-03-24
MEDIDATA SOLUTIONS INC (MDSO)-400 P 2013-09-04 2014-03-14
NATURAL GROCERS BY VITAMIN (NGVC)-1 P 2013-09-30 2014-01-29
PHILIP MORRIS INTERNATIONAL (PM)-0.2 P 2013-10-11 2014-01-29
SHIRE PLC ADR (SHPG)-100 P 2014-02-20 2014-03-24
SYNAPTICS INC (SYNA)-1400 P 2013-09-16 2014-05-07
WEB COM GROUP INC (WWWW)-1000 P 2014-01-30 2014-02-10
THE FEMALE HEALTH COMPANY (FHCO)-72 P 2012-03-26 2014-02-10
CHENIERE ENERGY INC (LNG)-300 P 2013-01-29 2014-10-09
SWIFT TRANSPORTATION CO (SWFT)-1000 P 2013-07-25 2014-09-23
AK STL HLDG CORP (AKS)-1103 P 2013-09-09 2014-02-10
COCA-COLA ENTERPRISES INC (CCE)-1000 P 2014-08-20 2014-09-12
DIAMOND RESORTS INTERNATION (DRII)-2 P 2014-05-06 2014-10-15
FLEETCOR TECHNOLOGIES INC (FLT)-300 P 2014-02-28 2014-04-25
BLACKHAWK NETWORK HOLDINGS (HAWK)-1 P 2014-01-31 2014-02-13
CHENIERE ENERGY INC (LNG)-2000 P 2014-10-15 2014-11-13
MEDIDATA SOLUTIONS INC (MDSO)-150 P 2013-09-04 2014-03-14
NATURAL GROCERS BY VITAMIN (NGVC)-5 P 2013-10-01 2014-01-29
QUESTCOR PHARMS INC (QCOR)-500 P 2014-02-19 2014-03-24
SHIRE PLC ADR (SHPG)-0.347 P 2014-04-08 2014-04-09
SYNAPTICS INC (SYNA)-550 P 2013-10-10 2014-05-07
WUXI PHARMATECH CAYMAN INC (WX)-1500 P 2014-01-06 2014-05-07
THE FEMALE HEALTH COMPANY (FHCO)-560 P 2012-03-26 2014-02-10
CHENIERE ENERGY INC (LNG)-905 P 2013-01-29 2014-10-09
BROOKFIELD INFRASTRUCTURE (BIP)-0.08 P 2013-12-31 2014-01-02
AK STL HLDG CORP (AKS)-17295 P 2013-09-09 2014-02-10
COEUR MINING (CDE)-2209 P 2014-08-11 2014-09-08
DEVRY EDUCATION GROUP INC (DV)-200 P 2014-01-22 2014-01-29
FLEETCOR TECHNOLOGIES INC (FLT)-200 P 2014-02-28 2014-04-25
HONDA MTR LTD SPONS ADR (HMC)-1000 P 2014-01-22 2014-01-29
LIFELOCK INC (LOCK)-123 P 2014-02-20 2014-03-28
MEDTRONIC INC (MDT)-20.237 P 2013-04-26 2014-03-14
NU SKIN ENTPR INC CL A (NUS)-1 P 2013-07-01 2014-01-16
QIHOO 360 TECHNOLOGY CO LTD (QIHU)-2 P 2014-01-30 2014-05-07
SUPER MICRO COMPUTER INC (SMCI)-2000 P 2014-06-17 2014-10-09
SYNAPTICS INC (SYNA)-50 P 2013-10-10 2014-05-07
US STEEL CORP (X)-2007 P 2013-09-09 2014-06-02
THE FEMALE HEALTH COMPANY (FHCO)-500 P 2012-04-23 2014-02-10
CHENIERE ENERGY INC (LNG)-195 P 2013-03-05 2014-10-09
ENABLE MIDSTREAM PARTNERS L (ENBL)-1 P 2014-05-30 2014-06-12
AIR LEASE CORPORATION (AL)-2000 P 2014-06-05 2014-06-12
COEUR MINING (CDE)-500 P 2014-08-11 2014-09-08
DEVRY EDUCATION GROUP INC (DV)-288 P 2014-01-22 2014-01-29
FONAR CORP (FONR)-1000 P 2014-01-07 2014-01-16
HOME BANCSHARES INC (HOMB)-1000 P 2014-03-20 2014-05-07
LIFELOCK INC (LOCK)-100 P 2014-02-20 2014-03-28
MEDTRONIC INC (MDT)-0.556 P 2014-01-24 2014-03-14
NU SKIN ENTPR INC CL A (NUS)-500 P 2013-07-01 2014-01-16
QIWI PLC (QIWI)-503 P 2013-11-20 2014-01-21
SANCHEZ ENERGY CORP (SN)-300 P 2014-05-29 2014-09-09
TENNECO INC (TEN)-1000 P 2014-05-23 2014-09-29
US STEEL CORP (X)-0.728 P 2014-03-10 2014-06-02
THE FEMALE HEALTH COMPANY (FHCO)-300 P 2012-04-30 2014-02-10
CHENIERE ENERGY INC (LNG)-1000 P 2013-09-12 2014-11-13
KKR & CO LP (KKR)-1000 P 2014-10-30 2014-11-26
AMIRA NATURE FOODS LTD (ANFI)-1000 P 2014-01-07 2014-03-11
COEUR MINING (CDE)-2291 P 2014-08-11 2014-09-08
DEVRY EDUCATION GROUP INC (DV)-512 P 2014-01-22 2014-01-29
MARKET VECTORS GOLD MINERS (GDX)-50 P 2014-01-23 2014-03-18
HUNTSMAN CORP (HUN)-9 P 2014-06-30 2014-10-09
LIFELOCK INC (LOCK)-200 P 2014-02-20 2014-03-28
MALLINCKRODT PLC (MNK)-1500 P 2014-08-15 2014-11-13
NU SKIN ENTPR INC CL A (NUS)-1 P 2013-09-11 2014-08-26
QIWI PLC (QIWI)-0.265 P 2013-12-04 2014-01-21
SANCHEZ ENERGY CORP (SN)-100 P 2014-05-29 2014-09-09
TEEKAY SHIPPING CORP (TK)-100 P 2014-09-30 2014-10-14
TAL EDUCATION GROUP (XRS)-1000 P 2013-10-29 2014-10-21
THE FEMALE HEALTH COMPANY (FHCO)-254 P 2012-04-30 2014-02-10
MCDONALDS CORP (MCD)-8.145 P 2013-03-15 2014-12-15
MARKWEST ENERGY PARTNERS (MWE)-500 P 2014-11-17 2014-12-15
(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 104,423   72,669 31,754
b 31,684   32,765 -1,081
c 26,904   30,018 -3,114
d 15,760   17,010 -1,250
e 22,940   27,260 -4,320
24,660   26,909 -2,249
11,766   15,042 -3,276
115   116 -1
37   100 -63
518   587 -69
78,674   89,755 -11,081
257,745   251,613 6,132
39,353   26,863 12,490
1,450   1,450  
59,550   34,640 24,910
88,883   92,568 -3,685
20,433   14,400 6,033
29,560   30,850 -1,290
63,079   67,805 -4,726
2,506   2,759 -253
31,221   24,603 6,618
7   9 -2
4,560   3,669 891
45,901   47,998 -2,097
8,597   8,661 -64
219   228 -9
9,410   10,619 -1,209
31,929   38,370 -6,441
24,974   18,588 6,386
7   8 -1
2,525   2,010 515
63,970   45,072 18,898
3,569   3,246 323
18,490   20,898 -2,408
22,639   24,831 -2,192
31,229   26,160 5,069
2   2  
4,284   3,669 615
56   59 -3
20,076   20,209 -133
31   31  
767   787 -20
105,153   120,140 -14,987
43,007   41,988 1,019
739   795 -56
31,487   24,610 6,877
119,963   84,528 35,435
15,027   13,640 1,387
58,839   64,310 -5,471
113,807   127,385 -13,578
41,635   39,032 2,603
1,300   1,573 -273
4,294   3,669 625
28,559   35,970 -7,411
22,788   21,430 1,358
37,899   44,424 -6,525
28,390   30,030 -1,640
210   260 -50
26,990   29,150 -2,160
670   805 -135
8,644   8,051 593
30,698   30,672 26
41,485   43,404 -1,919
73,228   72,865 363
920   259 661
52,040   55,518 -3,478
7,828   10,437 -2,609
72,997   62,364 10,633
13,178   14,704 -1,526
45,556   41,985 3,571
18   20 -2
5   6 -1
32   40 -8
37,798   30,210 7,588
1   1  
4,321   4,025 296
23,031   23,854 -823
7,890   9,455 -1,565
93,299   30,837 62,462
9,094   10,029 -935
230   254 -24
17,535   20,440 -2,905
78,611   59,463 19,148
10   11 -1
798   754 44
26,494   33,370 -6,876
41,250   42,197 -947
21,780   22,780 -1,000
1,387   1,050 337
7   10 -3
4,317   4,025 292
23,184   24,447 -1,263
114,789   114,820 -31
8,037   5,125 2,912
5,419   7,098 -1,679
28,770   32,017 -3,247
50,456   59,030 -8,574
60   64 -4
19,130   15,200 3,930
246   246  
6,622   8,340 -1,718
10,236   10,483 -247
25,858   25,937 -79
5,632   4,245 1,387
41   51 -10
25,890   24,148 1,742
52   57 -5
1   1  
111,894   71,882 40,012
38,099   38,099  
26   30 -4
2,444   2,806 -362
46,184   51,726 -5,542
2,392   1,900 492
1   1  
32,934   30,900 2,034
23   24 -1
88,772   89,793 -1,021
7,062   5,331 1,731
38   43 -5
6,581   2,776 3,805
19,075   22,200 -3,125
14,340   17,000 -2,660
66,269   46,455 19,814
1,740   2,242 -502
1,624   1,706 -82
4,887   4,887  
72   74 -2
2,392   1,900 492
1,555   1,757 -202
26,339   24,705 1,634
102,988   121,270 -18,282
12,662   13,920 -1,258
6,368   4,814 1,554
5,562   2,086 3,476
46,115   19,432 26,683
19,085   22,200 -3,115
21,029   22,935 -1,906
32,345   38,900 -6,555
24,311   31,127 -6,816
14,706   15,354 -648
17,122   20,370 -3,248
90,310   58,288 32,022
13,424   16,084 -2,660
35   38 -3
6,584   6,174 410
9,717   12,919 -3,202
10,699   13,447 -2,748
683   517 166
77,158   20,856 56,302
13,174   5,552 7,622
10,211   5,914 4,297
48,613   54,600 -5,987
4,363   4,731 -368
11,169   14,288 -3,119
59,659   80,775 -21,116
6,290   12,972 -6,682
24,982   18,332 6,650
34,845   41,112 -6,267
19   23 -4
14,856   16,585 -1,729
78,668   60,468 18,200
31,280   33,339 -2,059
491   372 119
21,449   6,279 15,170
19,433   17,210 2,223
7,026   4,072 2,954
45,579   47,820 -2,241
39,189   41,010 -1,821
33,124   39,351 -6,227
26,600   26,010 590
138,469   133,068 5,401
9,372   6,875 2,497
18,957   21,770 -2,813
29,999   37,515 -7,516
50   57 -7
30,909   26,108 4,801
50,239   55,830 -5,591
38,191   27,815 10,376
64,733   19,537 45,196
3     3
109,994   69,982 40,012
15,784   17,985 -2,201
7,336   8,026 -690
22,090   26,233 -4,143
38,180   39,720 -1,540
2,129   2,734 -605
1,190   1,091 99
81   62 19
150,127   191,153 -41,026
47,549   54,010 -6,461
2,811   2,373 438
45,691   43,512 2,179
3,475   2,549 926
13,946   4,226 9,720
23,612   24,893 -1,281
75,289   84,549 -9,260
3,575   4,071 -496
10,578   11,557 -979
22,510   24,737 -2,227
29,919   36,430 -6,511
1,738   2,222 -484
33   32 1
45,439   31,256 14,183
20,567   23,098 -2,531
9,071   9,071  
55,274   63,220 -7,946
17   18 -1
2,072   1,576 496
69,235   31,980 37,255
22,480   21,810 670
14,580   19,000 -4,420
16,380   18,653 -2,273
18,805   20,547 -1,742
131,988   121,479 10,509
222   243 -21
3,476   4,444 -968
128,987   113,056 15,931
38   108 -70
11   12 -1
3,026   3,026  
5,275   6,730 -1,455
30,679   20,870 9,809
17,631   14,948 2,683
741   821 -80
30,830   35,008 -4,178
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       31,754
b       -1,081
c       -3,114
d       -1,250
e       -4,320
      -2,249
      -3,276
      -1
      -63
      -69
      -11,081
      6,132
      12,490
       
      24,910
      -3,685
      6,033
      -1,290
      -4,726
      -253
      6,618
      -2
      891
      -2,097
      -64
      -9
      -1,209
      -6,441
      6,386
      -1
      515
      18,898
      323
      -2,408
      -2,192
      5,069
       
      615
      -3
      -133
       
      -20
      -14,987
      1,019
      -56
      6,877
      35,435
      1,387
      -5,471
      -13,578
      2,603
      -273
      625
      -7,411
      1,358
      -6,525
      -1,640
      -50
      -2,160
      -135
      593
      26
      -1,919
      363
      661
      -3,478
      -2,609
      10,633
      -1,526
      3,571
      -2
      -1
      -8
      7,588
       
      296
      -823
      -1,565
      62,462
      -935
      -24
      -2,905
      19,148
      -1
      44
      -6,876
      -947
      -1,000
      337
      -3
      292
      -1,263
      -31
      2,912
      -1,679
      -3,247
      -8,574
      -4
      3,930
       
      -1,718
      -247
      -79
      1,387
      -10
      1,742
      -5
       
      40,012
       
      -4
      -362
      -5,542
      492
       
      2,034
      -1
      -1,021
      1,731
      -5
      3,805
      -3,125
      -2,660
      19,814
      -502
      -82
       
      -2
      492
      -202
      1,634
      -18,282
      -1,258
      1,554
      3,476
      26,683
      -3,115
      -1,906
      -6,555
      -6,816
      -648
      -3,248
      32,022
      -2,660
      -3
      410
      -3,202
      -2,748
      166
      56,302
      7,622
      4,297
      -5,987
      -368
      -3,119
      -21,116
      -6,682
      6,650
      -6,267
      -4
      -1,729
      18,200
      -2,059
      119
      15,170
      2,223
      2,954
      -2,241
      -1,821
      -6,227
      590
      5,401
      2,497
      -2,813
      -7,516
      -7
      4,801
      -5,591
      10,376
      45,196
      3
      40,012
      -2,201
      -690
      -4,143
      -1,540
      -605
      99
      19
      -41,026
      -6,461
      438
      2,179
      926
      9,720
      -1,281
      -9,260
      -496
      -979
      -2,227
      -6,511
      -484
      1
      14,183
      -2,531
       
      -7,946
      -1
      496
      37,255
      670
      -4,420
      -2,273
      -1,742
      10,509
      -21
      -968
      15,931
      -70
      -1
       
      -1,455
      9,809
      2,683
      -80
      -4,178
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 2 361,721
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 91,749
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 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))
2013 290,263 3,659,908 0.079309
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
2 Total of line 1, column (d) ...................... 2 2.368604
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 0.473721
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 4,397,384
5 Multiply line 4 by line 3....................... 5 2,083,133
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,100
7 Add lines 5 and 6......................... 7 2,087,233
8 Enter qualifying distributions from Part XII, line 4.............. 8 438,159
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 (2014)
Form 990-PF (2014)
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 8,200
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 8,200
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 8,200
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 7,600
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 600
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,200
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  
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 2015 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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 JR DIRECTOR
    3.25
    0 0 0
    134 N MAIN STREET
    FUQUAY VARINA,NC27526
    ROBERT J BARKER DIRECTOR
    5.59
    0 0 0
    134 N MAIN STREET
    FUQUAYVARINA,NC27526
    PATRICIA M BARKER DIRECTOR
    1.95
    0 0 0
    134 N MAIN STREET
    FUQUAYVARINA,NC27526
    NANCY B JOHNS 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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    3,837,083
    b
    Average of monthly cash balances.......................
    1b
    625,057
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,209
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,464,349
    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
    4,464,349
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    66,965
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,397,384
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    219,869
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    219,869
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    8,200
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,200
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    211,669
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    211,669
    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
    211,669
    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
    438,159
    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
    438,159
    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
    438,159
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 211,669
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 464,615
    b From 2010....... 61,237
    c From 2011....... 34,145
    d From 2012....... 9,099
    e From 2013....... 114,801
    fTotal of lines 3a through e......... 683,897
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 438,159
    a Applied to 2013, 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 2014 distributable amount..... 211,669
    e Remaining amount distributed out of corpus 226,490
    5 Excess distributions carryover applied to 2014.    
    (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 5 910,387
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    464,615
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    445,772
    10 Analysis of line 9:
    a Excess from 2010.... 61,237
    b Excess from 2011.... 34,145
    c Excess from 2012.... 9,099
    d Excess from 2013.... 114,801
    e Excess from 2014.... 226,490
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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
    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 or e-mail address of the person to whom applications should be addressed:
    BOBBARKERCOMPANYFOUNDATIONORG
    BOBBARKERCOMPANYFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    THE BOB BARKER COMPANY FOUNDATION USES AN ONLINE SYSTEM FOR ALL STAGES OF THEIR GRANT MAKING AND IS COMPRISED OF THREE STEPS: 1. GUIDELINE REVIEW 2. LETTER OF INQUIRY 3. GRANT APPLICATION
    cAny submission deadlines:
    NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GUIDELINES: THIS FOUNDATION SEEKS TO FUND ORGANIZATIONS THAT ARE WELL MANAGED; HAVE A FINANCIAL AND FUNDRAISING PLAN, ENGAGE IN STRATEGIVE PLANNING AND HAVE STRONG LEADERSHIP AND LIVELY GOVERNANCE. 1. YOUR ORGANIZATION'S WORK MUST RESULT IN REDUCING RECIDIVISM; 2. YOUR ORGANIZATION MUST WORK WITH INCARCERATED OR FORMERLY INCARCERATED INDIVIDUALS OR THEIR FAMILIES; 3. YOUR ORGANIZATION MUST HAVA A 501(C)(3) TAX-EXEMPT STATUS; OR MUST BE A GOVERNMENTAL, EDUCATIONAL OR RESEARCH INSTITUTION WITH TAX-EXEMPT STATUS; 4. YOUR METHODS MUST BE "EVIDENCED BASED" OR USE "BEST PRACTICES." 5. YOUR ORGANIZATION MUST WORK WITH A MINIMUM OF 100 INCARCERATED OR FORMERLY INCARCERATED INDIVIDUALS ANNUALLY; 6. HIGHER PREFERENCE WILL BE GIVEN TO ORGANIZATIONS WORKING WITHIN NORTH CAROLINA; 7. GRANTS WILL GENERALLY BE IN THE RANGE OF 5,000 TO 25,000 AND WILL BE DEPENDENT UPON PROVEN RECIDIVISM REDUCTION AND COST EFFECTIVE METHODS.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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 C 3 TECHNICAL ASSISTANCE 5,500
    CAROLINA JUSTICE POLICY CENTER
    CAROLINA JUSTICE POLICY CENTER
    P O BOX 309
    P O BOX 309
    DURHAM,NC277020309
    NONE 501 C 3 REENTRY CONFERENCE 1,110
    CENTER FOR COMMUNITY TRANSITIONS IN
    CENTER FOR COMMUNITY TRANSITIONS INC
    P O BOX 33533
    P O BOX 33533
    CHARLOTTE,NC28233
    NONE 501 C 3 GENERAL OPERATING 25,000
    CHRIS WALK AGAINST SUBSTANCE ABUSE
    CHRIS WALK AGAINST SUBSTANCE ABUSE
    P O BOX 424
    P O BOX 424
    BATAVIA,IL60510
    NONE 501 C 3 GENERAL OPERATING 2,000
    CHRISTIAN LIBRARY INTERNATIONAL
    CHRISTIAN LIBRARY INTERNATIONAL
    3800 A HILLCREST RD
    3800 A HILLCREST RD
    RALEIGH,NC27610
    NONE 501 C3 DEVELOPEMENT DIRECTOR 20,000
    CHRISTIAN LIBRARY INTERNATIONAL
    CHRISTIAN LIBRARY INTERNATIONAL
    3800 A HILLCREST RD
    3800 A HILLCREST RD
    RALEIGH,NC27610
    NONE 501 C 3 FUND RAISING 2,500
    CHRISTIAN WOMENS JOB CORP
    CHRISTIAN WOMENS JOB CORP
    4105 POOL RD
    4105 POOL RD
    RALEIGH,NC27620
    NONE 501 C 3 GENERAL OPERATING 3,000
    COMMUNITY SUCCESS INITIATIVE
    COMMUNITY SUCCESS INITATIVE
    P O BOX 61114
    P O BOX 61114
    RALEIGH,NC27661
    NONE 501 C 3 GENERAL OPERATING 25,000
    EXODUS FOUNDATION
    EXODUS FOUNDATION
    13016 EASTFIELD ROAD SUIT
    13016 EASTFIELD ROAD SUIT
    HUNTERSVILLE,NC28078
    NONE 501 C 3 GENERAL OPERATING 15,000
    EXODUS FOUNDATION
    EXODUS FOUNDATION
    13016 EASTFIELD ROAD SUIT
    13016 EASTFIELD ROAD SUIT
    HUNTERSVILLE,NC28078
    NONE 501 C 3 FUND RAISING 10,000
    HAVEN HOUSE INC
    HAVEN HOUSE INC
    600 W CABARRUS ST
    600 W CABARRUS ST
    RALEIGH,NC27603
    NONE 501 C 3 GENERAL OPERATING 8,000
    KAIROS PRISON MINISTRY INTERNATIONA
    KAIROS PRISON MINISTRY INTERNATIONAL
    100 DEBARY PLANTATION BLV
    100 DEBARY PLANTATION BLV
    DEBARY,FL32713
    NONE 501 C 3 TRAINING 10,000
    KAIROS PRISON MINISTRY INTERNATIONA
    KAIROS PRISON MINISTRY INTERNATIONAL
    3032 HAZEL DR
    3032 HAZEL DR
    SHELBY,NC28152
    NONE 501 C 3 GENERAL OPERATING 15,000
    LIFE OF NC INC DBA STRIVE
    LIFE OF NC INC DBA STRIVE
    P O BOX 30733
    P O BOX 30733
    GREENVILLE,NC27833
    NONE 501 C 3 GENERAL OPERATING 25,000
    LINC INC
    LINC INC
    222 DIVISION DR
    222 DIVISION DR
    WILMINGTON,NC28401
    NONE 501 C 3 GENERAL OPERATING 20,000
    MI COUNCIL ON CRIME AND DELINQUENCY
    MI COUNCIL ON CRIME AND DELINQUENCY
    1000 W ST JOSEPH ST SUITE
    1000 WEST ST JOSEPH ST SU
    LANSING,MI48915
    NONE 501 C 3 TECHNICAL ASSISTANCE 4,845
    MINISTRY OF HOPE CHAPLAINCY COMMITT
    MINISTRY OF HOPE CHAPLAINCY COMMITTEE
    P O BOX 998
    P O BOX 998
    BLACK MOUNTAIN,NC28711
    NONE 501 C 3 FUND RAISING 5,000
    PARDONED BY CHRIST
    PARDONED BY CHRIST
    103 JAMES RIVER RD
    103 JAMES RIVER RD
    CARY,NC27511
    NONE 501 C 3 GENERAL OPERATING 18,000
    PIEDMONT TRIAD REGIONAL COUNCIL
    PIEDMONT TRIAD REGIONAL COUNCIL
    1398 CARROLTON CROSSING
    1398 CARROLLTON CROSSING
    KERNERSVILLE,NC27284
    NONE GOVERNMENTAL GENERAL OPERATING 50,000
    PRESBYTERIAN PRISON MINISTRY
    PRESBYTERIAN PRISON MINISTRY
    112 S SALISBURY ST
    112 S SALISBURY ST
    RALEIGH,NC27601
    NONE 501 C 3 GENERAL OPERATING 35,000
    STEP UP MINISTRY
    STEP UP MINISTRY
    1701 OBERLIN RD
    1701 OBERLIN RD
    RALEIGH,NC27608
    NON 501 C 3 GENERAL OPERATING 50,000
    TRIANGLE COMMUNITY FOUNDATION
    TRIANGLE COMMUNITY FOUNDATION
    324 BLACKWELL ST
    324 BLACKWELL ST
    DURHAM,NC27701
    NONE 501 C 3 GENERAL OPERATING 25,000
    WOMEN'S MISSIONARY UNION OF NC
    WOMEN'S MISSIONARY UNION OF NC
    1200 FRONT ST SUITE 110
    1200 FRONT ST SUITE 110
    RALEIGH,NC27609
    NONE 501 C 3 GENERAL OPERATING 13,000
    Total .................................bullet 3a 387,955
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 11,000  
    4 Dividends and interest from securities....     14 51,953  
    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 .............
        18 361,691 30
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aENABLE MIDSTREAM 211110 -367      
    bMARKWEST 211110 -1,117      
    cTARGA RESOURCES 211110 -3,961      
    dSPECTRA ENERGY 211110 -1,303      
    e
    12 Subtotal. Add columns (b), (d), and (e).. -6,748 424,644 30
    13Total. Add line 12, columns (b), (d), and (e)..................
    13417,926
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    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
    2014
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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

    $998,000


    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    BOB BARKER COMPANY FOUNDATION INC
     
    Employer identification number

    20-1276455
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. 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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 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 10,000
    CENVEO CORP SENIOR NOTE 50,646 45,500
    WALTER ENERGY INC SENIOR NOTE 46,208 10,000

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    BOB BARKER COMPANY FOUNDATION INC
    EIN: 20-1276455
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3 D SYSTEMS CORP - 3500 SHS    
    ACTIVIS PLC ORD - 1500SHS    
    AK STL HLDS CORP 20000SHS    
    BB&T CORPORATION - 2000 SHS    
    CAPSTONE BK RALEIGH - 4500 SHS    
    CHENIERE ENERGY INC - 3500 SHS    
    FARO TECHNOLOGIES - 500 SHS    
    GENTEX CORP - 1000SHS    
    GRAND CANYON EDUCATION INC - 2000 SH    
    INGREDION INC 1668 SHS    
    LAS VEGAS SANDS CORP - 1005.251 SHS    
    MCDONALDS CORP - 504.255 SHS    
    MEDIDATA SOLUTIONS - 2000 SHS    
    MEDTRONIC INC    
    MICROTECHNOLOGY - 1000 SHS    
    NATURAL GROCERS BY VITAMIN COT - 200    
    NU SKIN ENTERPRISES INC - 502.766 SH    
    ON ASSIGNMENT INC - 2000 SHS    
    PFIZER INC - 1000 SHS    
    PHILIP MORRIS INTL - 1500 SHS    
    PRESTIGE BRANDS HOLDINGS - 100 SHS    
    QIWI PLC - 503.265 SHS    
    RESMED INC - 1000 SHS    
    STRATASYS LTD - 2000 SHS    
    SPRINT AIRLINES - 1000 SHS    
    SWIFT TRANSPORTATION COMPANY - 1000    
    SYNAPTICS INC - 2000 SHS    
    TAL EDUCATION GROUP - 500 SHS    
    THE FEMALE HEALTH - 13203.126 SHS    
    US STEEL COPR - 2003.758 SHS    
    YANDEX NV - 1500 SHS    
    3M CO - 1566.137 SHS 171,319 257,348
    AKAMIA TECHNOLOGIES - 500SHS 32,195 31,480
    ALIBABA GROUPS HLDG - 2000SHS 205,965 207,880
    ALTRA GROUP INC - 1103.531SHS 36,876 54,371
    AMAG PHARMACEUTICALS - 1000SHS 32,500 42,620
    AMEDISYS INC - 500SHS 13,010 14,675
    AMERICAN TOWER CORP - 100SHS 10,227 9,885
    ARMANINO FOODS OF DISTI-147697 SHS 256,010 301,302
    AMERISOURCEBERGEN-1205.322 SHS 93,660 108,672
    APPLE INC - 110.38 SHS 11,460 11,038
    AT&T INC 1039.681 SHS 33,668 34,923
    ATOSSA GENETICS - 5000 SHS 9,455 7,150
    AVAGO TECH LTD 2015.336 SHS 140,692 202,723
    AVALANCHE BIOTECH - 100 SHS 2,402 5,400
    BALCHEM CORP - 500 SHS 34,576 33,320
    BEAZER HOMES USA - 3000 SHS 50,980 58,080
    BLACKROCK INC - 75.397 SHS 25,948 26,959
    CELGENE CORP - 300 SHS 30,013 33,558
    CHECK POINT SOFTWARE - 985 SHS 66,163 77,391
    CHECK POINT SOFTWARE - 500 SHS 39,468 39,285
    CREDIT SUISSE GROUP - 2000 SHS 50,352 50,352
    ELECTRONIC ARTS - 1000 SHS 39,038 47,015
    EXPEDIA INC - 1001.03 SHS 85,380 85,448
    FACEBOOK INC - 600 SHS 48,916 46,812
    GEO GROUP INC - 2030.4 SHS 74,390 81,947
    GRAPHIC PACKAGING - 2000 SHS 23,079 27,240
    HANESBRAND INC - 501.38 SHS 55,370 55,964
    INTEGRATED DEVICE - 4000 SHS 58,320 78,400
    INPHI CORP - 1000 SHS 18,759 18,759
    JOHNSON & JOHNSON - 1067.6 SHS 77,852 111,645
    LIFELOCK INC - 1000 SHS 18,580 18,580
    MICRON TECHNOLOGY - 1000 SHS 34,846 35,010
    NEWBRIDGE - 24225 SHS 163,150 211,000
    NOAH HOLDINGS LTD - 1000 SHS 19,155 20,900
    NXP SEMICONDUCTOR - 1500 SHS 106,775 114,600
    OLD DOMINION FREIGHT - 1000 SH 74,805 77,640
    PACIFAC BIOSCI OF CA - 1000 SH 6,830 7,840
    PALO ALTO NETWORKS - 1500 SHS 154,145 183,855
    POWERSHARES - 2125.657 SHS 180,465 219,474
    PROCTER GAMBLE CO - 1070.812 SHS 70,715 97,540
    RF MICRO DEVICES - 6000 SHS 72,007 99,540
    SELECT SECTOR TR - 507.29 SHS 28,568 34,688
    SKYWORKS SOL - 1001.866 SHS 54,545 72,846
    SPECTRA ENERGY - 515.809 SHS 24,287 29,386
    SPDR DOW JONES IND- 810.13 SHS 134,902 144,106
    SPDR TR - 1783.004 SHS 344,151 366,479
    SYSCO CORP - 100 SHS 4,014 3,969
    TABLEAU SOFTWARE - 500 SHS 30,860 42,380
    TELEFLEX INC - 300.9 SHS 33,433 34,549
    TELEKOMUNIKASI - 500 SHS 21,235 22,615
    TRIP ADVISOR INC - 700 SHS 52,177 52,262
    ULTA SALON COSM - 500 SHS 61,141 63,920
    VANGUAR CRSP US SMALL CAP - 1535.475 149,223 162,407
    VCA INC - 600 SHS 26,954 29,262
    WHITEWAVE FOODS - 3000 SHS 102,820 104,970
    WP CAREY INC - 1028.463 SHS 64,713 72,095
    WAGEWORKS INC - 100 SHS 6,178 6,457
    WAGEWORKS INC - 400 SHS 25,670 25,670
    YUM BRANDS INC - 1000 SHS 130,944 152,435

    TY 2014 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 6,570     6,570
    BANK CHARGES 56 56    
    PAYROLL FEES 17     17


    TY 2014 OtherIncomeSchedule2
    Name:
    BOB BARKER COMPANY FOUNDATION INC
    EIN: 20-1276455
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENABLE MIDSTREAM -367    
    MARKWEST -1,117    
    TARGA RESOURCES -3,961    
    SPECTRA ENERGY -1,303    


    TY 2014 OtherLiabilitiesSchedule
    Name:
    BOB BARKER COMPANY FOUNDATION INC
    EIN: 20-1276455
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL LIABILITIES   648
    OPTION - SYSCO CORP   68


    TY 2014 SubstantialContributorsSch
    Name:
    BOB BARKER COMPANY FOUNDATION INC
    EIN: 20-1276455
    Name Address
     
     
    134 N MAIN ST
    134 N MAIN STREET
    FUQUAY VARINA,NC27526


    TY 2014 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 192 192    
    FEDERAL EXCISE TAX 14,433 14,433