Form990-PF
Click to see attachment

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
Barber Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)PO Box 1020   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Abilene, TX79604
A Employer identification number

75-6067600
B Telephone number (see instructions)

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$2,851,041
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).............. 275,576
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 13 13  
4 Dividends and interest from securities...... 79,876 79,876  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 40,863
b Gross sales price for all assets on line 6a 261,657
7 Capital gain net income (from Part IV, line 2)... 40,863
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)....... 6,544    
12 Total. Add lines 1 through 11........ 402,872 120,752  
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)....... 1,650 1,650    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,666 3,666    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 252 252    
23 Other expenses (attach schedule)....... 7,153 7,153    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,721 12,721   0
25 Contributions, gifts, grants paid........ 138,000 138,000
26 Total expenses and disbursements. Add lines 24 and 25 150,721 12,721   138,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 252,151
b Net investment income (if negative, enter -0-) 108,031
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...............      
2 Savings and temporary cash investments.......... 17,565 24,373 24,373
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 982,421 Click to see attachment1,117,343 2,123,448
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 568,983 Click to see attachment679,404 703,220
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) 1,568,969 1,821,120 2,851,041
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...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,568,969 1,821,120
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)...... 1,568,969 1,821,120
31 Total liabilities and net assets/fund balances (see instructions).. 1,568,969 1,821,120
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 1,568,969
2 Enter amount from Part I, line 27a..................... 2 252,151
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,821,120
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 1,821,120
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 Capital Gain Dividends      
b        
c
d
e
(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        
b       11,056
c
d
e
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        
b        
c
d
e
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 40,863
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  
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 88,500 2,236,048 0.03958
2012 68,250 2,017,767 0.03383
2011 82,285 1,998,769 0.04117
2010 70,655 1,915,046 0.03690
2009 70,693 1,642,553 0.04304
2 Total of line 1, column (d) ...................... 2 0.19451
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 0.03890
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,615,622
5 Multiply line 4 by line 3....................... 5 101,750
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,080
7 Add lines 5 and 6......................... 7 102,830
8 Enter qualifying distributions from Part XII, line 4.............. 8 138,000
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 1,080
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 1,080
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 1,080
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 2,080
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 2,080
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 1,000
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,000 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
 
No
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)
    bulletTX
    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. ...............................
    10
     
    No
    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 ofbulletLEE HAMPTON Telephone no.bullet (325) 698-0111
    Located atbullet133 WALL STABILENETX ZIP+4bullet79603
    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
     
    No
    .........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
     
    No
    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
     
    No
    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
     
    No
    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
     
    No
    .........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
     
    No
    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
    LEE A HAMPTON President
    5.00
    0    
    133 Wall St
    Abilene,TX79603
    CAROLYN BARBER Secretary
    5.00
    0    
    133 WALL STREET
    ABILENE,TX79603
    RITA C HAMPTON Treasurer
    5.00
    0    
    133 Wall Street
    Abilene,TX79603
    STEPHEN G BARBER Vice President
    5.00
    0    
    133 Wall Street
    Abilene,TX79603
    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  
    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
    2,634,485
    b
    Average of monthly cash balances.......................
    1b
    20,969
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,655,454
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,655,454
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    39,832
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,615,622
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    130,781
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    130,781
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,080
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,080
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    129,701
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    129,701
    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
    129,701
    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
    138,000
    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
    138,000
    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
    1,080
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    136,920
    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 7 129,701
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 74,592
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 138,000
    a Applied to 2013, but not more than line 2a 74,592
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2014 distributable amount..... 63,408
    e Remaining amount distributed out of corpus  
    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  
    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 ..........
    66,293
    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) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    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).)
    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:
    LEE HAMPTON
    133 WALL STREET
    ABILENE,TX79603
    (325) 698-0111
    bThe form in which applications should be submitted and information and materials they should include:
    INFORMAL LETTER OF REQUEST STATING PURPOSE AND OPERATIONS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS
    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
    Abilene Hope Haven
    801 S Treadaway
    Abilene,TX79602
    none n/a support for housing services for the homeless 500
    Abilene Philharmonic Guild
    402 Cypress St Suite 130
    Abilene,TX79601
    none n/a support for operations 500
    American Red Cross
    1610 N 2nd
    Abilene,TX79601
    none n/a support for emergency services 1,000
    Boys Girls Clubs of Abilene
    PO Box 2013
    Abilene,TX79604
    none n/a Support of programs for youth 1,500
    Breakfast on Beech Street Inc
    PO Box 5911
    Abilene,TX79608
    none n/a support for Human Services 1,000
    Cancer Services Network
    240 Cypress St
    Abilene,TX79601
    none n/a support for operations for the benefit of cancer patients 2,000
    Center for Contemporary Arts
    220 Cypress
    Abilene,TX79601
    none n/a support for operations 2,500
    Church of the Heavenly Rest
    602 Meander
    Abilene,TX79602
    none n/a support for Christian programs & capital campaign 39,000
    Community Foundation of Abilene
    PO Box 1001
    Abilene,TX79604
    none n/a support for operations 500
    The Grace Museum
    102 Cypress St
    Abilene,TX79601
    none n/a support for museum operations 3,850
    Hendrick Home for Children
    PO Drawer 5195
    Abilene,TX79608
    none n/a support for child placing agency 1,000
    Hendrick Medical Center Found
    1900 Pine St
    Abilene,TX79601
    none n/a support for programs to foster and support Hendrick Medical Center 10,000
    National Museum of Funeral History
    415 Barren Springs Dr
    Houston,TX77090
    none n/a support for educational programs 1,000
    Ben Richey Boys Ranch
    PO Box 6839
    Abilene,TX79608
    none n/a support for basic child care facility 500
    Salvation Army
    PO Box 6929
    Abilene,TX79608
    none n/a support for relief programs 500
    Special Olympics - Texas
    PO Box 201087
    Austin,TX78720
    none n/a support for athletic training and sports competition for mentally retarded individuals 350
    Texas Trails Council BSA
    Boy Scouts of America
    Abilene,TX79601
    none n/a support for educational children's activities 1,250
    West Texas Rehabilitation Cent
    4601 Hartford
    Abilene,TX79605
    none n/a support for rehabilitation and therapy programs 5,000
    American Heart Assoc
    149 N Willis Suite 10
    Abilene,TX79603
    NONE n/a support research to prevent heart disease 1,000
    Meals on Wheels Plus Inc
    PO Box 903
    Abilene,TX79604
    NONE n/a food for the homebound 500
    Noah Project Inc
    P O Box 875
    Abilene,TX79604
    NONE n/a sponsor of fundraiser event to raise funds for operations 500
    Rescue the Animals
    4620 N 1st
    Abilene,TX79603
    NONE n/a support finding homes for homeless and unwanted animals 300
    Abilene Preservation League
    PO Box 3451
    Abilene,TX79604
    NONE N/A PRESERVATION OF OLD LANDMARKS 1,000
    Christian Homes of Abilene
    PO Box 270
    Abilene,TX79604
    NONE N/A ADOPTION EXPENSES 500
    Friends of the Abilene Public Libra
    202 Cedar St
    Abilene,TX79601
    NONE N/A Support for Eduction Program 200
    Lighthouse for New Hope
    PO Box 851030
    Mesquite,TX75185
    NONE N/A CHARITABLE WORK 300
    Mental Health Association
    P O Box 7262
    Abilene,TX79608
    NONE N/A MENTAL HEALTH PROGRAMS 500
    St John's Episcopal School
    1600 Sherman Drive
    Abilene,TX79605
    NONE N/A EDUCATIONAL 2,000
    Young Life - Lone Star Region
    Lone Star Region
    Colorado Springs,CO80901
    NONE N/A TEENAGER PROGRAMS 5,600
    Abilene Education Foundation
    PO Box 1999
    Abilene,TX79604
    NONE N/A support for education 1,000
    Day Nursery of Abilene
    702 Cedar St
    Abilene,TX79601
    NONE N/A Support child care for families with low income 2,500
    Alliance for Women Children
    1350 N 10th
    Abilene,TX79601
    NONE N/A Promoting Christian living 1,500
    Food Bank of West Central Texas
    5505 N 1st St
    Abilene,TX79603
    NONE N/A Support for meals for the elderly and homebound 2,000
    Big Brothers Big Sisters Lone Star
    547 Chestnut St
    Abilene,TX79602
    NONE N/A Support for children activities and education 1,000
    Love and Care Ministries
    233 Fannin St
    Abilene,TX79603
    NONE N/A Support for religious and educational operations 1,000
    Harmony Family Services Inc
    PO Box 329
    Abilene,TX79604
    NONE N/A Support for operations 500
    Serenity House of Abilene
    150 Orange St
    Abilene,TX79601
    NONE N/A Support for operations 1,000
    Abilene Philharmonic Association In
    402 Cypress St Ste 130
    Abilene,TX79601
    NONE N/A Support operations 2,500
    NCCIL
    102 Cedar St
    Abilene,TX79601
    NONE N/A Enhances visual and verbal literacy by celebrating the best original art published in children's litereature 500
    Abilene Habitat for Humanity
    PO Box 1267
    Abilene,TX79604
    NONE N/A Partners with people in need to renovate or build simple, decent, affordable housing 500
    Regional Crime Victim Crisis Center
    PO Box 122
    Abilene,TX79604
    NONE N/A Provides assistance to victims of violent crime in Abilene and surrounding areas 1,000
    Abilene Arts Alliance
    1101 North 1st Street
    Abilene,TX79601
    NONE N/A support for operations supporting arts in the community 1,000
    James Dick Foundation
    PO Box 89
    Round Top,TX78954
    NONE N/A Support for operations 1,000
    Pregnancy Resources of Abilene
    598 Westwood Drive
    Abilene,TX79603
    NONE N/A To support operations 1,200
    FaithWorks of Abilene
    1229 N Mockingbird
    Abilene,TX79603
    NONE N/A To support operations 1,000
    New Horizons
    500 Chestnut Street
    Abilene,TX79602
    NONE N/A To support operations in foster child care 1,000
    Abilene Community Partners
    Taylor County Treasurer
    Abilene,TX79602
    NONE N/A support for operations 500
    Abilene Open Door Inc
    3157 Russell Ave
    Abilene,TX79605
    NONE N/A support rehabilitation services 3,000
    Abilene Public Radio
    897 KACU-FM
    Abilene,TX79699
    NONE N/A Support for operations 350
    Abilene Zoological Society
    2070 Zoo Lane
    Abilene,TX79602
    NONE N/A Promote education about animals 2,500
    Global Samaritan Resources
    2074 N 1st
    Abilene,TX79603
    NONE N/A support for operations 500
    Seminary of the Southwest
    PO Box 2247
    Austin,TX78768
    NONE N/A Support for operations 5,000
    Taylor County Veterans Service Offi
    400 Oak Street
    Abilene,TX79602
    NONE N/A Support for operations 350
    United Way of Abilene
    PO Box 82
    Abilene,TX79604
    NONE N/A Support for operations 5,000
    BCFS
    1506 Bexar Crossing
    San Antonio,TX78232
    NONE N/A Support for operations 1,000
    KERA
    3000 Harry Hines Blvd
    Dallas,TX75201
    NONE N/A Support for operations 300
    Austin REVEL
    4117 Whitecrest Cove
    Round Rock,TX78681
    NONE N/A Support for operations 1,000
    Texas Frontier Heritage Cultural Cn
    410 Appleton Street
    Buffalo Gap,TX79508
    NONE N/A Support for operations 1,300
    Fellowship of Christian Athletes
    8701 Leeds Road
    Kansas City,MO64129
    NONE N/A support for operations. 500
    SIMS Foundation
    PO Box 2152
    Austin,TX78768
    NONE N/A support of operations. 1,000
    Cystic Fibrosis Foundation
    6931 Arlington Rd
    Bethesda,MD20814
    NONE N/A To support operations 500
    Food for the Poor Inc
    6401 Lyons Rd
    Coconut Creek,FL33097
    NONE N/A To support operations 3,000
    The Austin Symphony
    1101 Red River
    Austin,TX78701
    NONE N/A To support operations 1,000
    Christian Service Center
    901 Mesquite St
    Abilene,TX79601
    NONE N/A To support operations 200
    Health Alliance for Austin Musician
    PO Box 301496
    Austin,TX78703
    NONE N/A To support operations 1,000
    Hendrick Hospice Care
    PO Box 1922
    Abilene,TX79604
    NONE N/A To support operations 2,500
    MD Anderson Cancer Center
    PO Box 301439
    Houston,TX77230
    NONE N/A To support operations 250
    Panhandle Promise Project Inc
    PO Box 8583
    Amarillo,TX79114
    NONE N/A To support operations 1,000
    Southwest Drive Community UMC
    3025 Southwest Dr
    Abilene,TX79605
    NONE N/A To support operations 500
    Texas Heritage Music Foundation
    PO Box 291945
    Kerrville,TX78029
    NONE N/A To support operations 1,000
    Wounded Warrior Project
    4899 Belfort Rd Ste 300
    Jacksonville,FL32256
    NONE N/A To support operations 200
    Total .................................bullet 3a 138,000
    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 13  
    4 Dividends and interest from securities....     14 79,876  
    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 .............
          11,056 29,807
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOther Income     14 6,544  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   97,489 29,807
    13Total. Add line 12, columns (b), (d), and (e)..................
    13127,296
    (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: 14000265
    Software Version: 2014v5.0


    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
    Barber Foundation
     
    Employer identification number

    75-6067600
    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
    Barber Foundation
     
    Employer identification number

    75-6067600
    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
     
     

    HARWELL BARBER ESTATE  
    133 WALL STREET
     
    ABILENE, TX79603

    $275,576


    (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
    Barber Foundation
     
    Employer identification number

    75-6067600
    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
    Barber Foundation
     
    Employer identification number

    75-6067600
    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: 14000265
    Software Version: 2014v5.0

    TY 2014 AccountingFeesSchedule
    Name:
    Barber Foundation
    EIN: 75-6067600
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 1,650 1,650 0 0

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    Barber Foundation
    EIN: 75-6067600
    Software ID:14000265
    Software Version:2014v5.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    National Fuel Gas 36,276 208,590
    MDU Resources 38,867 109,017
    Am Elec Power 29,771 138,442
    Xcel Energy 69,450 135,490
    Public Service Enterprises 40,078 124,230
    Duke Energy 48,258 72,346
    NuStar Energy (Formerly Valero L.P.) 5,060 118,157
    Spectra Energy Corp 37,518 47,190
    BAC Capital Trust VIII Preferred 6.00% 49,988 64,123
    Enterprise Products Partners LP 3,957 117,968
    American Campus Communities 19,706 23,162
    AT&T Incorporated 22,459 24,118
    Chevron Corporation 24,414 26,923
    Coca-Cola Co 23,591 28,203
    Du Pont E I De Nemours & Co 15,578 24,104
    Intel Corp 23,047 37,451
    Johnson & Johnson Inc 19,703 30,848
    Lockheed Martin Corp 13,119 30,619
    McDonalds Corp 25,026 26,330
    Microsoft 19,376 33,398
    Novartis Ag 20,267 31,875
    Paychex Inc 14,219 21,054
    Total Sasponsored Adr 20,883 20,685
    Blackrock Inc 9,766 20,023
    Cullen/Frost Bankers Inc 18,298 23,806
    Pepsico Inc 19,365 26,855
    PNC Financial Services Group Inc 17,239 27,278
    United Parcel Service, Inc 21,510 31,461
    Eaton Corp PLC 23,108 27,796
    General Mills 15,070 19,892
    JP Morgan Chase & Co 19,587 27,598
    Occidental Petroleum Corp. 22,032 21,523
    PPL Corporation 9,452 11,408
    Proctor & Gamble Co. 18,377 24,321
    Teva Pharmaceutical Inds Ltd Adr 20,355 29,733
    AES Trust III Preferred Convertible 58,116 61,068
    Apple Computer, Inc 22,551 39,406
    Cisco Systems 20,581 26,981
    Kinder Morgan Inc 22,410 28,052
    Kraft Foods Group 16,931 23,372
    Merck & Co Inc 15,796 20,842
    California Resources Corp 920 584
    Coach Inc 22,950 20,808
    Denbury Resources Inc 11,839 6,317
    General Electric Coop 25,838 25,270
    General Motors Co 15,502 18,014
    KLA-Tencor Corp 14,067 20,112
    Metlife Inc 23,339 24,232
    Qualcomm Incorporated 21,853 22,373

    TY 2014 InvestmentsOtherSchedule2
    Name:
    Barber Foundation
    EIN: 75-6067600
    Software ID:14000265
    Software Version:2014v5.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Fidelity GNMA AT COST 47,560 50,866
    Financial Square Trust Fund Gov.Portfoli AT COST 61,437 61,437
    Dodge & Cox Global Stock Fund AT COST 100,000 118,300
    Dodge & Cox International Stock Fund AT COST 77,916 83,476
    Harbor International Fund AT COST 75,000 73,380
    Harbor Bond Fund AT COST 52,491 51,795
    Perkins Mid Cap Value Fund AT COST 40,000 36,662
    Vanguard GNMA Fund-ADM AT COST 125,000 127,956
    Vanguard ST Investment Grade AT COST 100,000 99,348

    TY 2014 OtherExpensesSchedule
    Name:
    Barber Foundation
    EIN: 75-6067600
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Management Fees 7,008 7,008    
    Postage 48 48    
    Other Expense 97 97    


    TY 2014 OtherIncomeSchedule2
    Name:
    Barber Foundation
    EIN: 75-6067600
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Income 6,544    


    TY 2014 TaxesSchedule
    Name:
    Barber Foundation
    EIN: 75-6067600
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes 1,071 1,071    
    Excise Taxes Paid 2,595 2,595